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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
51
Divergent Planning
Maryland
$29.2M +$19.8M +296,739 +187%
CL
52
Choreo LLC
Illinois
$29M -$220K -3,296 -0.7%
KL
53
KWMG LLC
Kansas
$28M -$406K -6,076 -1%
FG
54
Foster Group
Iowa
$27.4M -$5.12M -76,552 -15%
Comerica Bank
55
Comerica Bank
Texas
$26.1M -$4.94M -73,863 -16%
TWM
56
Tanager Wealth Management
United Kingdom
$25.5M +$1.21M +18,097 +5%
BFG
57
Bouchey Financial Group
New York
$24.6M +$94.6K +1,415 +0.4%
DC
58
Davenport & Co
Virginia
$24.5M +$1.64M +24,494 +7%
Mariner
59
Mariner
Kansas
$24.1M +$2.45M +36,690 +11%
FNT
60
First National Trust
Pennsylvania
$23.8M +$736K +11,000 +3%
THL
61
Tillman Hartley LLC
Colorado
$23.1M -$284K -4,249 -1%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$22.8M -$442K -6,616 -2%
MSWMA
63
Market Street Wealth Management Advisors
Indiana
$22.5M -$268K -4,008 -1%
HWMT
64
Heritage Wealth Management (Texas)
Texas
$22.3M +$744K +11,126 +3%
DF
65
DecisionPoint Financial
Arizona
$20.7M +$1.24M +18,547 +6%
PFM
66
Phillips Financial Management
Indiana
$20.6M +$6.35M +94,940 +43%
PCI
67
Planning Center Inc
Illinois
$20.2M -$571K -8,539 -3%
EWM
68
Empirical Wealth Management
Washington
$20M +$311K +4,648 +2%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$19.6M +$872K +13,041 +5%
NHT
70
New Hampshire Trust
New Hampshire
$19.4M +$685K +10,247 +4%
JTWM
71
Jackson Thornton Wealth Management
Alabama
$19M -$319K -4,768 -2%
BIG
72
Builder Investment Group
Georgia
$19M -$29.6K -442 -0.2%
HWMG
73
Hurlow Wealth Management Group
Indiana
$18.7M +$1M +14,997 +6%
MAM
74
McLean Asset Management
Virginia
$18.4M -$71.1K -1,063 -0.4%
TFG
75
Tilson Financial Group
New Jersey
$18.4M +$237K +3,545 +1%