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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
551
Provenance Wealth Advisors
Florida
$133K – – –
UB
552
UMB Bank
Missouri
$126K – – –
QC
553
Quent Capital
New York
$123K +$13.1K +221 +13%
WTA
554
Washington Trust Advisors
Massachusetts
$118K +$118 +2 +0.1%
BL
555
BFSG LLC
California
$109K – – –
BCWM
556
Bartlett & Co Wealth Management
Ohio
$103K – – –
CA
557
Continuum Advisory
Idaho
$102K +$98.5K +1,664 New
TFM
558
TFC Financial Management
Massachusetts
$98.1K +$178 +3 +0.2%
CAM
559
Clarity Asset Management
Iowa
$97.7K -$7.57M -127,867 -99%
FG
560
Fairman Group
Pennsylvania
$96K +$118 +2 +0.1%
CFFP
561
Center for Financial Planning
Michigan
$94.6K -$4.85K -82 -5%
RWM
562
Raffa Wealth Management
District of Columbia
$90.9K +$118 +2 +0.1%
VWA
563
Valued Wealth Advisors
Utah
$87.6K +$30K +507 +56%
IA
564
IFP Advisors
Florida
$84.7K +$13.7K +231 +20%
CTC
565
Central Trust Company
Missouri
$84.3K – – –
PGAM
566
Princeton Global Asset Management
New Jersey
$83.2K +$79K +1,335 New
EBA
567
Eagle Bay Advisors
New York
$78.9K – – –
ACA
568
Aptus Capital Advisors
Alabama
$70.6K +$7.81K +132 +13%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$69.5K +$47.2K +797 +251%
HNB
570
Hilltop National Bank
Wyoming
$69.1K +$65.6K +1,109 New
NIC
571
Northwest Investment Counselors
Oregon
$67.5K +$64.1K +1,083 New
SIC
572
Salem Investment Counselors
North Carolina
$64.8K +$22.2K +375 +56%
GWANC
573
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.3K – – –
AWM
574
Angeles Wealth Management
California
$60.8K -$71K -1,200 -55%
CFB
575
Cullen/Frost Bankers
Texas
$58.9K +$55.9K +945 New
21 22
23
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