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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NLWP
676
Next Level Wealth Planning
Idaho
$286K +$35.4K +513 +14%
GWM
677
GDS Wealth Management
Texas
$286K
TCM
678
Towneley Capital Management
California
$282K -$31.5K -457 -10%
SOAG
679
Silver Oak Advisory Group
Oregon
$281K
Franklin Resources
680
Franklin Resources
California
$278K +$66.5K +964 +32%
SWM
681
Silverlake Wealth Management
Vermont
$277K -$30.9K -448 -10%
BAM
682
BOS Asset Management
Illinois
$277K +$69 +1 +0%
PCIA
683
Prime Capital Investment Advisors
Kansas
$275K
SPA
684
Shore Point Advisors
New Jersey
$270K +$9.03K +131 +3%
SCA
685
Snowden Capital Advisors
New York
$270K -$107K -1,552 -29%
MWM
686
McCartney Wealth Management
Missouri
$270K +$267K +3,869 New
TWP
687
Triad Wealth Partners
Kansas
$267K -$13.2K -192 -5%
CIM
688
Cambria Investment Management
California
$266K +$39K +566 +17%
PAG
689
Poinciana Advisors Group
Florida
$265K +$262K +3,803 New
DSC
690
Daytona Street Capital
Missouri
$264K +$261K +3,784 New
OIM
691
Oder Investment Management
California
$263K +$19.9K +289 +8%
QCM
692
QRG Capital Management
Illinois
$262K +$260K +3,765 New
CCMG
693
Clark Capital Management Group
Pennsylvania
$262K +$259K +3,756 New
NC
694
North Capital
Utah
$260K +$689 +10 +0.3%
EFG
695
Elevated Financial Group
Indiana
$260K +$258K +3,738 New
CIA
696
Compass Ion Advisors
Pennsylvania
$257K +$689 +10 +0.3%
EIG
697
Ellenbecker Investment Group
Wisconsin
$257K +$69 +1 +0%
NAM
698
NorthCrest Asset Manangement
Minnesota
$252K
IWC
699
Infinity Wealth Counsel
Ohio
$251K +$33.4K +485 +16%
PP
700
PDS Planning
Ohio
$248K +$689 +10 +0.3%