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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
626
Amarillo National Bank
Texas
$500K – – –
MWC
627
MBM Wealth Consultants
Missouri
$499K – – –
UB
628
UMB Bank
Missouri
$497K +$6.28K +81 +1%
BRWA
629
B. Riley Wealth Advisors
Florida
$495K +$542 +7 +0.1%
BL
630
BFSG LLC
California
$494K +$2.32K +30 +0.5%
BFPW
631
BOK Financial Private Wealth
Colorado
$491K +$118K +1,525 +34%
BFG
632
Bouchey Financial Group
New York
$487K -$2.09K -27 -0.5%
HA
633
Hanover Advisors
South Carolina
$486K +$7.36K +95 +2%
ST
634
Smithfield Trust
Pennsylvania
$485K -$4.26K -55 -0.9%
HWM
635
HB Wealth Management
Georgia
$485K -$254K -3,278 -36%
FHA
636
Flagship Harbor Advisors
Massachusetts
$484K +$456K +5,880 New
BC
637
BDFS Capital
Delaware
$482K +$1.16K +15 +0.3%
BJL
638
Brighton Jones LLC
Washington
$480K – – –
BFA
639
Beacon Financial Advisory
Ohio
$480K -$17.4K -224 -4%
JIC
640
Joel Isaacson & Co
New York
$479K – – –
AA
641
Ancora Advisors
Ohio
$479K – – –
SRC
642
Sage Rhino Capital
California
$475K – – –
KF
643
K2 Financial
California
$474K -$55.1K -711 -11%
CWP
644
Cyndeo Wealth Partners
Florida
$473K -$1.32K -17 -0.3%
VCM
645
Versant Capital Management
Arizona
$470K – – –
NPFS
646
Novak & Powell Financial Services
Florida
$467K +$61K +787 +16%
PIA
647
Perennial Investment Advisors
California
$467K +$185K +2,386 +73%
CA
648
Cornerstone Advisory
Maryland
$463K – – –
AIS
649
Accredited Investor Services
Minnesota
$457K – – –
AWM
650
Angeles Wealth Management
California
$453K +$10.5K +135 +3%
24 25
26
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