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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
526
Signature Wealth Management Group
Georgia
$406K +$194K +2,905 +87%
MFWP
527
Mosaic Family Wealth Partners
Missouri
$405K – – –
VWA
528
Visionary Wealth Advisors
Illinois
$399K +$201 +3 +0%
CIA
529
Concurrent Investment Advisors
Florida
$398K +$409K +6,121 New
ANB
530
Amarillo National Bank
Texas
$395K – – –
BBHC
531
Brown Brothers Harriman & Co
New York
$388K – – –
GT
532
Glenview Trust
Kentucky
$382K +$393K +5,872 New
AA
533
Ancora Advisors
Ohio
$378K – – –
QCM
534
QRG Capital Management
Illinois
$376K +$149K +2,225 +63%
SRC
535
Sage Rhino Capital
California
$375K -$3.95K -59 -1%
QHA
536
Quarry Hill Advisors
Minnesota
$372K – – –
VCM
537
Versant Capital Management
Arizona
$371K – – –
CIAS
538
Capital Investment Advisory Services
North Carolina
$367K +$7.56K +113 +2%
FF
539
Francis Financial
$367K – – –
CWP
540
Cyndeo Wealth Partners
Florida
$367K +$1.14K +17 +0.3%
HA
541
Hanover Advisors
South Carolina
$366K +$69.8K +1,044 +23%
VWA
542
Valued Wealth Advisors
Utah
$365K +$65.5K +980 +21%
HWM
543
HB Wealth Management
Georgia
$364K – – –
WA
544
Waverly Advisors
Alabama
$364K – – –
CCG
545
Catalina Capital Group
California
$362K +$34.1K +510 +10%
FNBT
546
FineMark National Bank & Trust
Florida
$360K +$53.8K +804 +17%
HH
547
Hilltop Holdings
Texas
$359K +$64.1K +958 +21%
AIS
548
Accredited Investor Services
Minnesota
$358K +$368K +5,502 New
CB
549
Cadence Bank
Mississippi
$357K – – –
AG
550
Ascent Group
Virginia
$356K – – –
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