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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFP
76
EnRich Financial Partners
Wisconsin
$15.8M -$34.9K -580 -0.2%
HWMG
77
Hurlow Wealth Management Group
Indiana
$15M +$693K +11,511 +5%
DAS
78
Dynamic Advisor Solutions
Arizona
$14.7M +$4.46M +74,176 +44%
FSWA
79
Financial Synergies Wealth Advisors
Texas
$14.3M +$2.6M +43,199 +22%
NA
80
NewEdge Advisors
Louisiana
$14.3M -$2.88M -47,783 -17%
BPA
81
Beacon Pointe Advisors
California
$14.1M -$1.01M -16,857 -7%
AF
82
Advisornet Financial
Minnesota
$14M +$126K +2,092 +0.9%
FPCG
83
Forum Private Client Group
Indiana
$13.7M +$474K +7,874 +4%
LFS
84
Lutz Financial Services
Nebraska
$13.7M -$43.6K -724 -0.3%
LFG
85
Larson Financial Group
Missouri
$12.9M -$879K -14,605 -6%
EWA
86
EP Wealth Advisors
California
$12.7M +$467K +7,754 +4%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$12.7M +$1.56M +25,838 +14%
MWM
88
Mission Wealth Management
California
$12.6M +$43.5K +722 +0.3%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$12.4M +$810K +13,459 +7%
Morgan Stanley
90
Morgan Stanley
New York
$12.3M +$2.88M +47,770 +30%
FWM
91
FMFE Wealth Management
New York
$12.3M -$8.19K -136 -0.1%
AIA
92
Armor Investment Advisors
North Carolina
$12.2M +$1,000K +16,615 +9%
ASI
93
Advisory Services & Investments
Oregon
$12.2M +$179K +2,976 +1%
PFM
94
Phillips Financial Management
Indiana
$11.4M +$1.67M +27,742 +17%
SL
95
Systelligence LLC
Minnesota
$11.4M -$123K -2,051 -1%
MFG
96
Mendota Financial Group
Wisconsin
$11.4M +$3.18M +52,771 +39%
AA
97
Aire Advisors
California
$11.2M +$411K +6,834 +4%
WF
98
Williams Financial
Vermont
$11.2M +$87.9K +1,460 +0.8%
WFA
99
West Financial Advisors
Iowa
$11M +$246K +4,091 +2%
AIS
100
American Investment Services
Massachusetts
$10.8M +$46.6K +774 +0.4%