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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPAM
526
Ocean Park Asset Management
California
$740K +$763K +10,400 New
Lido Advisors
527
Lido Advisors
California
$737K -$96K -1,308 -11%
KFAS
528
Keating Financial Advisory Services
Kansas
$729K
CPSAC
529
Chas P. Smith & Associates (CPS)
Florida
$723K +$66.9K +911 +10%
RSWM
530
Robertson Stephens Wealth Management
California
$719K -$59.8K -815 -7%
SAG
531
SageView Advisory Group
California
$715K +$524K +7,136 +245%
FAT
532
First American Trust
California
$713K +$1.69K +23 +0.2%
BWM
533
BCO Wealth Management
New Mexico
$713K -$106K -1,445 -13%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$704K +$97.8K +1,333 +16%
SIC
535
SJS Investment Consulting
Ohio
$699K
RWA
536
Resolute Wealth Advisor
Ohio
$693K +$715K +9,741 New
SW
537
StrongBox Wealth
Missouri
$689K -$349K -4,760 -33%
FCB
538
First County Bank
Connecticut
$685K +$4.18K +57 +0.6%
SFG
539
Seamount Financial Group
Colorado
$684K +$50.9K +693 +8%
GCM
540
Graver Capital Management
Ohio
$684K -$29.9K -407 -4%
GS
541
GWN Securities
Florida
$680K +$10.2K +139 +1%
DPI
542
Diversified Portfolios Inc
Michigan
$678K
CFS
543
CRA Financial Services
New Jersey
$671K
LIA
544
Lynx Investment Advisory
District of Columbia
$668K +$386K +5,259 +127%
PWM
545
Perigon Wealth Management
California
$662K +$954 +13 +0.1%
TCA
546
Transcend Capital Advisors
New Jersey
$662K -$95K -1,295 -12%
KCPG
547
Kavar Capital Partners Group
Kansas
$660K
GWP
548
Gateway Wealth Partners
Wisconsin
$658K +$316K +4,304 +87%
HWM
549
HB Wealth Management
Georgia
$652K +$242K +3,294 +56%
PF
550
PlanWiser Financial
Colorado
$650K -$2.94K -40 -0.5%