We are live on ! Find out more
DFAS icon

Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KL
51
KWMG LLC
Kansas
$42.1M +$1.3M +16,820 +3%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$42.1M +$1.55M +20,060 +4%
BHWM
53
Beaird Harris Wealth Management
Texas
$41.6M -$1.88M -24,207 -5%
HWMG
54
Hurlow Wealth Management Group
Indiana
$41.5M +$1.86M +23,996 +5%
Corient Private Wealth
55
Corient Private Wealth
Florida
$40.6M -$7.85M -101,336 -17%
Osaic Holdings
56
Osaic Holdings
Arizona
$40.5M +$3.07M +39,625 +9%
RYA
57
Richard Young Associates
Georgia
$38.2M +$264K +3,409 +0.7%
DF
58
DecisionPoint Financial
Arizona
$37M +$2.15M +27,759 +7%
AAM
59
Austin Asset Management
Texas
$36.9M -$1.16M -14,920 -3%
HIG
60
Heritage Investment Group
Florida
$35.7M -$604K -7,790 -2%
FC
61
Financial Consulate
Maryland
$35.7M +$814K +10,503 +2%
HWMT
62
Heritage Wealth Management (Texas)
Texas
$35.1M -$594K -7,665 -2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$34.6M +$2.66M +34,297 +9%
SFA
64
Sequoia Financial Advisors
Ohio
$34.6M -$738K -9,522 -2%
PFM
65
Phillips Financial Management
Indiana
$34.5M -$1.21M -15,640 -4%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$32.7M +$7.07M +91,294 +30%
ACC
67
Acorn Creek Capital
Colorado
$32.3M -$2.76M -35,666 -8%
FFA
68
Farther Finance Advisors
California
$32M +$517K +6,669 +2%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$30.3M +$496K +6,401 +2%
TWM
70
Tanager Wealth Management
United Kingdom
$30.2M -$1.77M -22,842 -6%
DEM
71
Disciplined Equity Management
Florida
$30.1M +$1.27M +16,360 +5%
BPA
72
Beacon Pointe Advisors
California
$29.7M +$148K +1,909 +0.5%
AssetMark Inc
73
AssetMark Inc
California
$29.6M +$27.6M +356,325 +12,071%
CL
74
Choreo LLC
Illinois
$29.5M -$72.4K -934 -0.3%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$29.5M -$2.56M -33,014 -8%