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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
551
Montis Financial
Massachusetts
$352K +$13K +195 +4%
SIA
552
Sovereign Investment Advisors
Arizona
$347K +$9.36K +140 +3%
CIBC Private Wealth Group
553
CIBC Private Wealth Group
Georgia
$345K -$72.3K -1,081 -17%
HWA
554
Heartwood Wealth Advisors
Virginia
$345K
MEAC
555
M.E. Allison & Co
Texas
$343K +$352K +5,270 New
AFA
556
American Financial Advisors
Georgia
$343K +$736 +11 +0.2%
ACP
557
Aveo Capital Partners
Colorado
$342K -$53.8K -804 -13%
WCG
558
Weaver Consulting Group
California
$340K +$350K +5,227 New
SAM
559
Summit Asset Management
Tennessee
$340K
SCM
560
Sollinda Capital Management
Florida
$335K +$344K +5,145 New
ATC
561
Argent Trust Co
Tennessee
$334K -$15.9K -237 -4%
TCM
562
Towneley Capital Management
California
$334K -$897K -13,413 -72%
MFG
563
Merit Financial Group
Georgia
$333K -$5.28K -79 -2%
APP
564
Avantax Planning Partners
Iowa
$332K
AAS
565
Ameritas Advisory Services
Nebraska
$332K +$93.6K +1,399 +38%
APC
566
Asset Planning Corporation
Tennessee
$330K
WCP
567
Wick Capital Partners
Pennsylvania
$327K +$336K +5,029 New
MSF
568
Mustard Seed Financial
Arkansas
$327K +$134 +2 +0%
Lido Advisors
569
Lido Advisors
California
$325K +$20.3K +304 +6%
BAAM
570
Baker Avenue Asset Management
California
$325K
DI
571
Disciplined Investments
Oklahoma
$324K -$4.88K -73 -1%
OSAM
572
O'Shaughnessy Asset Management
Connecticut
$323K +$47K +703 +17%
MAMG
573
Milestone Asset Management Group
Connecticut
$323K +$331K +4,956 New
LA
574
Lynch & Associates
Indiana
$320K +$24.9K +373 +8%
AFG
575
Atomi Financial Group
New York
$317K +$6.75K +101 +2%