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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
551
Stratos Investment Management
Ohio
$233K -$9.52M -152,042 -98%
QCM
552
QRG Capital Management
Illinois
$230K +$222K +3,552 New
VCA
553
Verdence Capital Advisors
Maryland
$230K +$222K +3,541 New
ICM
554
Intrepid Capital Management
Florida
$229K +$221K +3,535 New
NAM
555
NorthCrest Asset Manangement
Minnesota
$228K
RFC
556
Regions Financial Corp
Alabama
$228K
PP
557
PDS Planning
Ohio
$228K +$563 +9 +0.3%
CMBA
558
C.M. Bidwell & Associates
Hawaii
$227K +$65.1K +1,040 +42%
PIA
559
Perennial Investment Advisors
California
$226K +$188 +3 +0.1%
First Manhattan
560
First Manhattan
New York
$225K
FFA
561
First Foundation Advisors
California
$223K
PIM
562
Penobscot Investment Management
Massachusetts
$223K
BAM
563
Belpointe Asset Management
Nevada
$223K
FCA
564
Fortis Capital Advisors
Kansas
$223K
BB
565
Busey Bank
Illinois
$223K
PHWM
566
Pine Harbor Wealth Management
Maryland
$220K +$125 +2 +0.1%
SC
567
Sawyer & Company
Massachusetts
$219K
CFGS
568
Concourse Financial Group Securities
Alabama
$217K -$51.3K -819 -20%
SWMG
569
Signature Wealth Management Group
Georgia
$216K +$208K +3,327 New
BWP
570
BSW Wealth Partners
Colorado
$213K +$205K +3,282 New
MM
571
Meridian Management
Arkansas
$212K +$204K +3,266 New
IFG
572
Independent Financial Group
California
$207K +$199K +3,186 New
GB
573
Goepper Burkhardt
South Carolina
$206K +$199K +3,175 New
SVWAG
574
Sound View Wealth Advisors Group
Georgia
$202K +$195K +3,112 New
RPGK
575
Retirement Planning Group (Kansas)
Kansas
$201K +$194K +3,099 New