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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
51
Beaird Harris Wealth Management
Texas
$37.7M -$1.88M -25,588 -5%
MWM
52
Modera Wealth Management
New Jersey
$36.1M -$806K -10,984 -2%
KL
53
KWMG LLC
Kansas
$35.2M +$884K +12,049 +2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$34.9M -$7.03M -95,836 -16%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$34.3M -$3.32M -45,283 -9%
HWMG
56
Hurlow Wealth Management Group
Indiana
$34.2M +$2.31M +31,427 +7%
AAM
57
Austin Asset Management
Texas
$32.9M -$750K -10,223 -2%
RYA
58
Richard Young Associates
Georgia
$32.8M +$341K +4,640 +1%
Osaic Holdings
59
Osaic Holdings
Arizona
$32.2M +$2.17M +29,586 +7%
HIG
60
Heritage Investment Group
Florida
$31.4M -$154K -2,094 -0.5%
HWMT
61
Heritage Wealth Management (Texas)
Texas
$30.9M +$527K +7,181 +2%
PFM
62
Phillips Financial Management
Indiana
$30.9M -$2.27M -30,993 -7%
SFA
63
Sequoia Financial Advisors
Ohio
$30.6M -$1.69M -23,002 -5%
ACC
64
Acorn Creek Capital
Colorado
$30.4M +$195K +2,659 +0.6%
DF
65
DecisionPoint Financial
Arizona
$30.1M +$582K +7,925 +2%
FC
66
Financial Consulate
Maryland
$30.1M -$140K -1,907 -0.4%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$27.9M +$28.7M +390,542 +36,602%
TWM
68
Tanager Wealth Management
United Kingdom
$27.7M -$1.43M -19,532 -5%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$27.5M +$5.91M +80,598 +26%
FFA
70
Farther Finance Advisors
California
$27.3M +$4.52M +61,525 +19%
AC
71
Apella Capital
Connecticut
$27.1M +$20.4M +277,781 +377%
MHS
72
M Holdings Securities
Oregon
$26.9M +$4.42M +60,180 +19%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$25.8M +$453K +6,169 +2%
CL
74
Choreo LLC
Illinois
$25.6M +$82.7K +1,127 +0.3%
BPA
75
Beacon Pointe Advisors
California
$25.6M +$2.18M +29,747 +9%