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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
601
GDS Wealth Management
Texas
$267K – – –
SOAG
602
Silver Oak Advisory Group
Oregon
$262K – – –
DWM
603
Dakota Wealth Management
Florida
$259K +$266K +3,975 New
NP
604
NorthRock Partners
Minnesota
$258K +$535 +8 +0.2%
PCIA
605
Prime Capital Investment Advisors
Kansas
$257K – – –
BCM
606
BluePointe Capital Management
California
$257K -$12K -179 -4%
KIM
607
Kestra Investment Management
Texas
$254K +$261K +3,904 New
GA
608
Goldstein Advisors
Wisconsin
$253K -$11.5K -172 -4%
TWCA
609
Two West Capital Advisors
Kansas
$253K +$67 +1 +0%
UB
610
UMB Bank
Missouri
$249K +$121K +1,802 +89%
XPN
611
XY Planning Network
Montana
$249K +$255K +3,819 New
WGC
612
Watts Gwilliam & Co
Arizona
$242K +$268 +4 +0.1%
GKWIM
613
Gerber Kawasaki Wealth & Investment Management
California
$242K +$669 +10 +0.3%
EIG
614
Ellenbecker Investment Group
Wisconsin
$239K -$45.2K -676 -16%
ME
615
McIlrath & Eck
Washington
$239K +$669 +10 +0.3%
OWA
616
Oak Wealth Advisors
Illinois
$237K +$244K +3,643 New
SF
617
Safeguard Financial
Wisconsin
$236K +$243K +3,626 New
VCA
618
Verdence Capital Advisors
Maryland
$231K +$268 +4 +0.1%
ICM
619
Intrepid Capital Management
Florida
$230K +$134 +2 +0.1%
IFG
620
Independent Financial Group
California
$230K +$23.3K +349 +11%
PP
621
PDS Planning
Ohio
$229K +$669 +10 +0.3%
NAM
622
NorthCrest Asset Manangement
Minnesota
$229K – – –
RFC
623
Regions Financial Corp
Alabama
$229K – – –
CMBA
624
C.M. Bidwell & Associates
Hawaii
$228K – – –
PIA
625
Perennial Investment Advisors
California
$227K – – –
23 24
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