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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
76
Jackson Thornton Wealth Management
Alabama
$21M -$629K -9,418 -3%
MPW
77
MASECO Private Wealth
$20.9M -$1.02M -15,284 -5%
BIG
78
Builder Investment Group
Georgia
$20.8M +$176K +2,634 +0.9%
TFG
79
Tilson Financial Group
New Jersey
$20.2M -$34K -509 -0.2%
TFO
80
Timonier Family Office
North Carolina
$20M +$1.16M +17,314 +6%
AF
81
Advisornet Financial
Minnesota
$19.9M -$1.31M -19,661 -6%
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$19.9M -$964K -14,446 -5%
BPA
83
Beacon Pointe Advisors
California
$19.8M +$2.38M +35,705 +14%
PFA
84
Pillar Financial Advisors
Kentucky
$19.4M +$235K +3,516 +1%
FPCG
85
Forum Private Client Group
Indiana
$19.3M +$513K +7,690 +3%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$19M +$1.04M +15,552 +6%
MAM
87
McLean Asset Management
Virginia
$19M -$974K -14,588 -5%
PS
88
Pinney & Scofield
Massachusetts
$19M +$308K +4,612 +2%
Corient Private Wealth
89
Corient Private Wealth
Florida
$18.9M -$23.3M -349,066 -56%
FSWA
90
Financial Synergies Wealth Advisors
Texas
$18.7M +$354K +5,307 +2%
HIF
91
Hill Island Financial
Michigan
$18.6M +$1.41M +21,067 +8%
PIAS
92
PCA Investment Advisory Services
Ohio
$18M +$1.58M +23,629 +10%
PWP
93
Parkwoods Wealth Partners
New York
$18M +$2.95M +44,248 +20%
MWM
94
Mission Wealth Management
California
$17.9M -$323K -4,846 -2%
DAS
95
Dynamic Advisor Solutions
Arizona
$17.7M +$170K +2,550 +1%
FFA
96
Farther Finance Advisors
California
$17.6M +$1.92M +28,729 +13%
AA
97
Advisory Alpha
Michigan
$17.3M +$1.32M +19,781 +9%
NHT
98
New Hampshire Trust
New Hampshire
$17.3M -$5.1M -76,348 -23%
MWA
99
Monograph Wealth Advisors
California
$17.2M +$4.24M +63,540 +34%
TCM
100
Tassel Capital Management
North Carolina
$17.1M +$672K +10,066 +4%