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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
601
Cyndeo Wealth Partners
Florida
$428K +$61.8K +897 +17%
ANB
602
Amarillo National Bank
Texas
$423K – – –
MWC
603
MBM Wealth Consultants
Missouri
$423K – – –
OC
604
Oppenheimer & Co
New York
$421K -$89K -1,291 -18%
HWA
605
Heritage Wealth Architects
Minnesota
$417K +$386K +5,595 New
BL
606
BFSG LLC
California
$414K +$31K +450 +8%
JIC
607
Joel Isaacson & Co
New York
$414K +$26.9K +390 +7%
ST
608
Smithfield Trust
Pennsylvania
$414K +$10.3K +150 +3%
MMPW
609
Mitchell McLeod Pugh & Williams
Alabama
$412K +$372K +5,401 New
JWCA
610
J.W. Cole Advisors
Florida
$411K +$188K +2,726 +10%
BC
611
BDFS Capital
Delaware
$411K +$407K +5,897 New
EWA
612
EQ Wealth Advisors
Texas
$409K +$405K +5,872 New
HWM
613
HB Wealth Management
Georgia
$409K +$36.1K +524 +10%
CMP
614
Coston McIsaac & Partners
Maine
$405K +$226K +3,273 +128%
AA
615
Ancora Advisors
Ohio
$405K – – –
PS
616
Principal Securities
Iowa
$403K +$71.5K +1,037 +22%
SRC
617
Sage Rhino Capital
California
$402K – – –
VCM
618
Versant Capital Management
Arizona
$397K – – –
HA
619
Hanover Advisors
South Carolina
$389K +$4.14K +60 +1%
AIS
620
Accredited Investor Services
Minnesota
$387K – – –
SIA
621
Sovereign Investment Advisors
Arizona
$386K -$90.7K -1,316 -19%
LCAM
622
London & Capital Asset Management
United Kingdom
$381K +$377K +5,467 New
GTWM
623
Global Trust Wealth Management
Florida
$378K +$374K +5,431 New
LRIA
624
Leonard Rickey Investment Advisors
Washington
$374K +$12.1K +175 +3%
AG
625
Ascent Group
Virginia
$372K – – –
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