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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$36.1M -$996K -14,446 -3%
KL
52
KWMG LLC
Kansas
$33.6M +$732K +10,619 +2%
AAM
53
Austin Asset Management
Texas
$32.9M -$373K -5,415 -1%
Truist Financial
54
Truist Financial
North Carolina
$32.8M -$547K -7,934 -2%
PFM
55
Phillips Financial Management
Indiana
$32.4M +$1.93M +28,061 +6%
RYA
56
Richard Young Associates
Georgia
$31.8M +$31.4M +455,789 New
SFA
57
Sequoia Financial Advisors
Ohio
$31.5M -$200K -2,905 -0.6%
HWMG
58
Hurlow Wealth Management Group
Indiana
$31.3M +$3.2M +46,410 +12%
HIG
59
Heritage Investment Group
Florida
$30.9M -$212K -3,075 -0.7%
HWMT
60
Heritage Wealth Management (Texas)
Texas
$29.8M +$769K +11,156 +3%
ACC
61
Acorn Creek Capital
Colorado
$29.6M +$463K +6,710 +2%
FC
62
Financial Consulate
Maryland
$29.6M +$522K +7,576 +2%
Osaic Holdings
63
Osaic Holdings
Arizona
$29.5M +$978K +14,193 +3%
DF
64
DecisionPoint Financial
Arizona
$29M +$1.13M +16,395 +4%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$28.8M +$663K +9,615 +2%
TWM
66
Tanager Wealth Management
United Kingdom
$28.5M +$619K +8,973 +2%
Comerica Bank
67
Comerica Bank
Texas
$27.4M -$167K -2,425 -0.6%
DP
68
Divergent Planning
Maryland
$25.4M +$499K +7,242 +2%
CL
69
Choreo LLC
Illinois
$25.3M -$553K -8,023 -2%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$24.8M +$72.7K +1,055 +0.3%
MSWMA
71
Market Street Wealth Management Advisors
Indiana
$24.6M +$441K +6,394 +2%
DEM
72
Disciplined Equity Management
Florida
$24.4M +$553K +8,029 +2%
GWMT
73
Guardian Wealth Management (Tennessee)
Tennessee
$23.6M +$23.3M +338,472 New
FG
74
Foster Group
Iowa
$23.1M -$787K -11,420 -3%
YAL
75
Your Advocates Ltd
Texas
$23M +$241K +3,494 +1%