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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$12.6M +$1.35M +26,284 +12%
CCM
52
Carlson Capital Management
Minnesota
$12.4M -$1.53M -29,689 -11%
AAP
53
Arax Advisory Partners
Colorado
$12.2M +$12.2M +237,586 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$12M +$799K +15,517 +7%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$11.6M +$2.65M +51,495 +29%
LFS
56
Lutz Financial Services
Nebraska
$11.5M +$39.5K +767 +0.3%
BPA
57
Beacon Pointe Advisors
California
$11M +$922K +17,914 +9%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$11M -$15.7M -305,419 -59%
EWA
59
EP Wealth Advisors
California
$10.8M -$715K -13,885 -6%
AFA
60
Alpha Financial Advisors
North Carolina
$10.8M +$10.8M +210,667 New
TWM
61
Tanager Wealth Management
United Kingdom
$10.5M +$9.92M +192,637 +1,504%
CA
62
CGN Advisors
Kansas
$9.85M +$3.7M +71,859 +60%
MWA
63
Monograph Wealth Advisors
California
$9.82M +$345K +6,700 +4%
Mariner
64
Mariner
Kansas
$9.65M +$1.18M +22,960 +14%
MWM
65
Mission Wealth Management
California
$9.59M +$1.93M +37,457 +25%
CWS
66
Confluence Wealth Services
Pennsylvania
$9.21M +$6.68M +129,716 +257%
HWMG
67
Hurlow Wealth Management Group
Indiana
$9.1M +$348K +6,755 +4%
GCM
68
G2 Capital Management
Ohio
$8.79M +$110K +2,140 +1%
Truist Financial
69
Truist Financial
North Carolina
$8.78M +$2.99M +58,081 +51%
MWM
70
Merriman Wealth Management
Washington
$8.68M +$8.14M +158,088 +1,365%
AIS
71
American Investment Services
Massachusetts
$8.35M -$150K -2,921 -2%
CS
72
Comerica Securities
Michigan
$8.18M -$105K -2,036 -1%
WFA
73
West Financial Advisors
Iowa
$8.07M -$130K -2,527 -2%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$7.99M +$5.78M +112,237 +255%
GHA
75
Granite Harbor Advisors
Texas
$7.99M +$8.04M +156,184 New