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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
76
Forum Private Client Group
Indiana
$15.5M +$708K +11,315 +5%
BPA
77
Beacon Pointe Advisors
California
$15.1M -$108K -1,724 -0.7%
AF
78
Advisornet Financial
Minnesota
$15.1M -$8.95K -143 -0.1%
LFS
79
Lutz Financial Services
Nebraska
$14.8M +$48.6K +777 +0.3%
Morgan Stanley
80
Morgan Stanley
New York
$14.4M +$1.13M +18,055 +9%
WFA
81
West Financial Advisors
Iowa
$14.4M +$2.48M +39,574 +22%
PFM
82
Phillips Financial Management
Indiana
$14.4M +$2.03M +32,418 +17%
MFG
83
Mendota Financial Group
Wisconsin
$14.4M +$2.01M +32,086 +17%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$14.2M +$556K +8,888 +4%
AIA
85
Armor Investment Advisors
North Carolina
$14.1M +$951K +15,200 +8%
PWP
86
Parkwoods Wealth Partners
New York
$13.8M +$13.3M +212,574 New
EWA
87
EP Wealth Advisors
California
$13.6M -$60.2K -962 -0.5%
MWM
88
Mission Wealth Management
California
$13.4M -$158K -2,530 -1%
LFG
89
Larson Financial Group
Missouri
$13.3M -$701K -11,194 -5%
FFA
90
Farther Finance Advisors
California
$13.2M +$7.77M +124,105 +157%
PWM
91
PBMares Wealth Management
Virginia
$13.1M +$4.26M +68,107 +51%
GHA
92
Granite Harbor Advisors
Texas
$12.6M +$2.22M +35,474 +22%
JP Morgan Chase
93
JP Morgan Chase
New York
$12.6M +$950K +15,176 +8%
WF
94
Williams Financial
Vermont
$12.3M +$208K +3,330 +2%
ASI
95
Advisory Services & Investments
Oregon
$12.3M -$827K -13,216 -7%
OIA
96
OneDigital Investment Advisors
Kansas
$12.2M +$11.3M +180,339 +2,432%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$11.9M -$1.39M -22,151 -11%
AA
98
Aire Advisors
California
$11.8M -$255K -4,081 -2%
GCM
99
G2 Capital Management
Ohio
$11.8M +$247K +3,951 +2%
HIP
100
HUB Investment Partners
Texas
$11.6M +$921K +14,712 +9%