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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
651
Level Four Advisory Services
Texas
$360K +$372K +5,065 New
WP
652
Walleye Partners
Wisconsin
$360K +$68K +927 +22%
FSA
653
Financial Security Advisor
Virginia
$360K +$734 +10 +0.2%
AW
654
Atlas Wealth
Ohio
$358K – – –
BAAM
655
Baker Avenue Asset Management
California
$355K – – –
MAMG
656
Milestone Asset Management Group
Connecticut
$354K +$367 +5 +0.1%
TP
657
Tranquility Partners
Tennessee
$350K +$4.92K +67 +1%
EI
658
Ethic Inc
New York
$349K +$360K +4,901 New
DI
659
Disciplined Investments
Oklahoma
$348K – – –
NPFS
660
Novak & Powell Financial Services
Florida
$347K +$358K +4,880 New
APFP
661
Action Point Financial Planning
Michigan
$346K +$357K +4,860 New
SWMG
662
Signature Wealth Management Group
Georgia
$345K -$514 -7 -0.1%
SI
663
Stephens Inc
Arkansas
$344K +$355K +4,833 New
MWM
664
Meritas Wealth Management
California
$342K – – –
AWA
665
Arbor Wealth Advisors
Michigan
$339K – – –
CF
666
Claris Financial
Virginia
$338K +$349K +4,751 New
AFA
667
Avant Financial Advisors
Texas
$335K – – –
FF
668
Francis Financial
$332K -$25.5K -347 -7%
OIM
669
Oder Investment Management
California
$332K +$65.2K +889 +24%
ATC
670
Argent Trust Co
Tennessee
$327K +$1.98K +27 +0.6%
FRA
671
Frank Rimerman Advisors
California
$326K – – –
NP
672
NorthRock Partners
Minnesota
$324K +$514 +7 +0.2%
RWM
673
RKL Wealth Management
Pennsylvania
$317K – – –
APG
674
Abacus Planning Group
South Carolina
$316K +$326K +4,440 New
BFPW
675
BOK Financial Private Wealth
Colorado
$315K – – –
25 26
27
28 29