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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
501
Seamount Financial Group
Colorado
$581K +$17.9K +268 +3%
CW
502
CreativeOne Wealth
Kansas
$567K +$84.6K +1,268 +18%
PF
503
PlanWiser Financial
Colorado
$566K +$3.07K +46 +0.6%
SA
504
Sincerus Advisory
New York
$564K -$6.94K -104 -1%
WWM
505
Western Wealth Management
Colorado
$563K +$8.61K +129 +2%
IA
506
Integrity Alliance
Iowa
$563K +$22.4K +335 +4%
AFG
507
Atomi Financial Group
New York
$556K -$188K -2,824 -26%
CT
508
Colonial Trust
South Carolina
$542K -$16.2K -243 -3%
GS
509
GWN Securities
Florida
$536K +$76.8K +1,150 +17%
AFGAS
510
Allegiance Financial Group Advisory Services
Virginia
$530K +$534 +8 +0.1%
SAM
511
S.A. Mason
Michigan
$522K +$3.94K +59 +0.8%
FIA
512
Foundations Investment Advisors
Arizona
$521K -$3.92M -58,793 -89%
BPFA
513
Barnes Pettey Financial Advisors
Mississippi
$521K +$130K +1,941 +34%
CMAI
514
Capital Management Associates Inc
Minnesota
$514K -$29.4K -440 -6%
FS
515
Financial Symmetry
North Carolina
$506K +$1.07K +16 +0.2%
RSWM
516
Robertson Stephens Wealth Management
California
$505K -$48.1K -720 -9%
OC
517
Oppenheimer & Co
New York
$502K – – –
MFWP
518
Mosaic Family Wealth Partners
Missouri
$493K +$66.9K +1,003 +16%
VA
519
Vestwell Advisors
New York
$483K – – –
BJL
520
Brighton Jones LLC
Washington
$476K +$27.2K +408 +6%
WCM
521
Winebrenner Capital Management
Kentucky
$472K +$222K +3,330 +93%
SIA
522
Sovereign Investment Advisors
Arizona
$470K – – –
SEA
523
Stegent Equity Advisors
Texas
$464K – – –
MEAC
524
M.E. Allison & Co
Texas
$463K +$73.4K +1,100 +19%
LGWM
525
Litman Gregory Wealth Management
California
$463K – – –
19 20
21
22 23