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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
76
Lutz Financial Services
Nebraska
$13.6M +$272K +5,067 +2%
Mariner
77
Mariner
Kansas
$13.4M +$1.72M +32,172 +17%
TFG
78
Tilson Financial Group
New Jersey
$13.3M +$6.4M +119,474 +116%
HighTower Advisors
79
HighTower Advisors
Illinois
$12.6M +$844K +15,745 +8%
DF
80
DecisionPoint Financial
Arizona
$12.6M +$1.46M +27,330 +15%
EWA
81
EP Wealth Advisors
California
$12.4M +$70K +1,306 +0.6%
FWM
82
FMFE Wealth Management
New York
$12.2M +$11M +204,544 New
FPCG
83
Forum Private Client Group
Indiana
$11.8M +$10.6M +198,298 New
ASI
84
Advisory Services & Investments
Oregon
$11.7M +$620K +11,563 +6%
MWM
85
Mission Wealth Management
California
$11.6M -$1.54M -28,767 -13%
SL
86
Systelligence LLC
Minnesota
$11.5M -$411K -7,673 -4%
Cerity Partners
87
Cerity Partners
New York
$11.4M +$3M +56,052 +42%
AIS
88
American Investment Services
Massachusetts
$10.7M +$715K +13,347 +8%
AA
89
Aire Advisors
California
$10.7M -$475K -8,871 -5%
MSWM
90
McGlone Suttner Wealth Management
Wisconsin
$10.7M +$142K +2,644 +1%
AFS
91
Annapolis Financial Services
Maryland
$10.6M +$2.29M +42,719 +32%
WFA
92
West Financial Advisors
Iowa
$10.6M -$292K -5,450 -3%
Osaic Holdings
93
Osaic Holdings
Arizona
$10.3M -$1.37M -25,583 -13%
GCM
94
G2 Capital Management
Ohio
$10.3M +$33.8K +630 +0.4%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$10.2M +$3.56M +66,361 +63%
AIA
96
Armor Investment Advisors
North Carolina
$10M +$1.27M +23,773 +17%
MWA
97
Monograph Wealth Advisors
California
$9.86M -$1.98M -36,892 -18%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$9.79M +$420K +7,842 +5%
W
99
WorthPointe
California
$9.65M +$161K +3,006 +2%
NA
100
NewEdge Advisors
Louisiana
$9.48M +$3.21M +59,856 +59%