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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Tanager Wealth Management
United Kingdom
$15M +$2.38M +43,230 +18%
JTWM
52
Jackson Thornton Wealth Management
Alabama
$14.8M -$129K -2,342 -0.8%
BIG
53
Builder Investment Group
Georgia
$14.6M +$426K +7,734 +3%
SWA
54
Sax Wealth Advisors
New Jersey
$14.6M +$363K +6,598 +2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$14.5M +$342K +6,205 +2%
DEM
56
Disciplined Equity Management
Florida
$14.2M -$50.6K -918 -0.3%
AAP
57
Arax Advisory Partners
Colorado
$14.1M +$615K +11,158 +4%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$14M +$810K +14,706 +6%
AF
59
Advisornet Financial
Minnesota
$13.7M -$96.4K -1,749 -0.7%
PFO
60
Pathstone Family Office
New Jersey
$13.7M +$16.2M +294,393 +389%
Truist Financial
61
Truist Financial
North Carolina
$13.3M -$912K -16,563 -6%
CA
62
CGN Advisors
Kansas
$12.8M +$205K +3,718 +2%
BPA
63
Beacon Pointe Advisors
California
$12.7M +$265K +4,812 +2%
LFG
64
Larson Financial Group
Missouri
$12.5M +$1.3M +23,652 +11%
CCM
65
Carlson Capital Management
Minnesota
$12.3M -$144K -2,608 -1%
MWM
66
Mission Wealth Management
California
$11.8M -$67.1K -1,218 -0.5%
LFS
67
Lutz Financial Services
Nebraska
$11.7M -$113K -2,057 -0.9%
HWMG
68
Hurlow Wealth Management Group
Indiana
$11.5M +$540K +9,811 +5%
EWA
69
EP Wealth Advisors
California
$10.8M -$819K -14,862 -7%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$10.7M +$310K +5,627 +3%
MWA
71
Monograph Wealth Advisors
California
$10.6M +$475K +8,629 +4%
SL
72
Systelligence LLC
Minnesota
$10.5M -$784K -14,228 -7%
Osaic Holdings
73
Osaic Holdings
Arizona
$10.4M -$1.08M -19,608 -9%
HighTower Advisors
74
HighTower Advisors
Illinois
$10.3M +$4.51M +81,797 +72%
Mariner
75
Mariner
Kansas
$10.1M +$310K +5,627 +3%