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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
701
Sigma Planning Corp
Michigan
$279K -$195K -2,657 -40%
SHWM
702
Smith & Howard Wealth Management
Georgia
$278K +$286K +3,903 New
MWM
703
McCartney Wealth Management
Missouri
$275K
DSC
704
Daytona Street Capital
Missouri
$273K
CIM
705
Capital Investment Management
Missouri
$271K -$21.1K -288 -7%
TWM
706
Tolleson Wealth Management
Texas
$271K +$280K +3,813 New
PAG
707
Poinciana Advisors Group
Florida
$271K
CCMG
708
Clark Capital Management Group
Pennsylvania
$267K
NC
709
North Capital
Utah
$267K +$660 +9 +0.2%
TRCT
710
Tower Research Capital (TRC)
New York
$263K +$141K +1,925 +109%
GWA
711
Gutierrez Wealth Advisory
Arkansas
$261K +$269K +3,663 New
QHA
712
Quarry Hill Advisors
Minnesota
$259K
NLWP
713
Next Level Wealth Planning
Idaho
$258K -$34.6K -472 -12%
3FI
714
3 Factor Indexing
California
$256K +$264K +3,602 New
CIA
715
Compass Ion Advisors
Pennsylvania
$256K -$6.61K -90 -2%
PP
716
PDS Planning
Ohio
$254K +$587 +8 +0.2%
MHWM
717
Montz Harcus Wealth Management
Louisiana
$253K +$660 +9 +0.3%
AA
718
Armis Advisers
Georgia
$253K +$220 +3 +0.1%
WWG
719
West Wealth Group
California
$250K +$40K +545 +18%
RFC
720
Regions Financial Corp
Alabama
$250K
AW
721
Aspirean Wealth
California
$248K +$440 +6 +0.2%
TPI
722
Trust Point Inc
Wisconsin
$247K +$255K +3,472 New
First Manhattan
723
First Manhattan
New York
$247K
FIC
724
Family Investment Center
Missouri
$245K
FFA
725
First Foundation Advisors
California
$245K