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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
726
Oak Wealth Advisors
Illinois
$222K -$31.5K -457 -13%
AAS
727
Ameritas Advisory Services
Nebraska
$221K +$75.8K +1,099 +53%
CT
728
Caldwell Trust
Florida
$219K – – –
MW
729
MBL Wealth
North Carolina
$219K +$216K +3,139 New
SVWAG
730
Sound View Wealth Advisors Group
Georgia
$218K +$276 +4 +0.1%
AWM
731
Arista Wealth Management
Nevada
$217K – – –
BIG
732
Brooklyn Investment Group
New York
$215K +$210K +3,043 New
CWMK
733
Caliber Wealth Management (Kansas)
Kansas
$214K – – –
OC
734
Oakworth Capital
Alabama
$214K – – –
SIAG
735
Safeguard Investment Advisory Group
California
$213K -$29.8K -432 -12%
DI
736
Disciplined Investors
Texas
$213K +$483 +7 +0.2%
OP
737
Oath Planning
Oklahoma
$213K +$211K +3,055 New
AFC
738
Ares Financial Consulting
California
$210K +$207K +3,008 New
LF
739
Lantz Financial
Illinois
$209K – – –
MCWA
740
Meadow Creek Wealth Advisors
Georgia
$209K +$207K +3,000 New
VF
741
Vestment Financial
Minnesota
$208K +$196K +2,837 New
FWS
742
FinDec Wealth Services
California
$208K -$2.62K -38 -1%
KCM
743
Kathmere Capital Management
Pennsylvania
$207K – – –
WWG
744
West Wealth Group
California
$207K +$205K +2,971 New
FCBT
745
First Citizens Bank & Trust
North Carolina
$206K +$204K +2,960 New
ML
746
Mayport LLC
Massachusetts
$204K -$13.8K -200 -6%
RF
747
Robinswood Financial
Washington
$204K +$69 +1 +0%
SAG
748
SageView Advisory Group
California
$203K -$104K -1,506 -34%
AC
749
Annandale Capital
Texas
$202K +$200K +2,897 New
SWM
750
SeaCrest Wealth Management
New York
$202K +$193K +2,804 New
28 29
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