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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
101
Measured Wealth Private Client Group
New Hampshire
$811K +$808K +13,892 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$763K +$761K +13,076 New
PC
103
Peavine Capital
Nevada
$754K +$751K +12,904 New
IWC
104
Integrated Wealth Concepts
Massachusetts
$747K +$744K +12,794 New
Stifel Financial
105
Stifel Financial
Missouri
$738K +$736K +12,643 New
IFWM
106
Institute for Wealth Management
Colorado
$724K +$722K +12,404 New
BFPW
107
BOK Financial Private Wealth
Colorado
$705K +$702K +12,070 New
RJA
108
Raymond James & Associates
Florida
$687K +$685K +11,771 New
SW
109
SVB Wealth
Massachusetts
$660K +$658K +11,312 New
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$658K +$655K +11,263 New
AFS
111
Annapolis Financial Services
Maryland
$652K +$649K +11,157 New
CAMG
112
CWA Asset Management Group
Florida
$640K +$633K +10,889 New
MGIA
113
Moneta Group Investment Advisors
Missouri
$638K +$636K +10,925 New
AWA
114
Arete Wealth Advisors
Illinois
$614K +$612K +10,518 New
PP
115
PrairieView Partners
Minnesota
$609K +$606K +10,421 New
FSWA
116
Financial Synergies Wealth Advisors
Texas
$603K +$601K +10,328 New
SC
117
Sawyer & Company
Massachusetts
$582K +$580K +9,970 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$575K +$572K +9,832 New
AAS
119
Avantax Advisory Services
Texas
$569K +$565K +9,712 New
MG
120
Mather Group
Illinois
$557K +$555K +9,541 New
BAIA
121
Bel Air Investment Advisors
California
$538K +$536K +9,215 New
PFBT
122
Parkside Financial Bank & Trust
Missouri
$537K +$535K +9,203 New
MIC
123
Meridian Investment Counsel
California
$514K +$512K +8,799 New
W
124
WealthOne
New York
$513K +$511K +8,779 New
KCPG
125
Kavar Capital Partners Group
Kansas
$512K +$510K +8,763 New