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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
101
SC&H Financial Advisors
Maryland
$2.88M +$268K +4,754 +10%
WFA
102
Wade Financial Advisory
California
$2.74M +$519K +9,212 +23%
WA
103
Wealthstream Advisors
New York
$2.73M +$12.2K +217 +0.4%
SP
104
Symmetry Partners
Connecticut
$2.69M +$249K +4,431 +10%
PO
105
Private Ocean
California
$2.68M +$169 +3 +0%
CWS
106
Cypress Wealth Services
California
$2.52M +$79K +1,404 +3%
Osaic Holdings
107
Osaic Holdings
Arizona
$2.49M -$1.07M -18,918 -30%
Wells Fargo
108
Wells Fargo
California
$2.44M -$54.3K -964 -2%
HR
109
Hardy Reed
Mississippi
$2.38M +$2.39M +42,498 New
Baird Financial Group
110
Baird Financial Group
Wisconsin
$2.36M +$169K +2,995 +8%
CWM
111
Congress Wealth Management
Massachusetts
$2.26M +$2.27M +40,285 New
WCWM
112
Willow Creek Wealth Management
California
$2.11M -$7.6K -135 -0.4%
SL
113
Systelligence LLC
Minnesota
$2.06M +$2.07M +36,839 New
Bank of New York Mellon
114
Bank of New York Mellon
New York
$2.05M -$494K -8,770 -19%
FOA
115
Five Oceans Advisors
California
$2.01M +$14.8K +262 +0.7%
SC
116
Shearwater Capital
Colorado
$1.97M -$23.4K -416 -1%
CWG
117
Crown Wealth Group
North Carolina
$1.93M +$1.93M +34,340 New
AIA
118
Armor Investment Advisors
North Carolina
$1.9M +$1.91M +33,925 New
SC
119
Schoolcraft Capital
Colorado
$1.86M +$657K +11,669 +54%
WSTAM
120
Wilbanks Smith & Thomas Asset Management
Virginia
$1.84M +$2.03K +36 +0.1%
LFA
121
Lauterbach Financial Advisors
Texas
$1.83M -$19.6K -349 -1%
HWM
122
Hemington Wealth Management
Virginia
$1.82M +$1.83M +32,416 New
TF
123
TIAA FSB
Florida
$1.73M -$72.1K -1,281 -4%
KAS
124
Kestra Advisory Services
Texas
$1.72M +$98.3K +1,746 +6%
DADC
125
D.A. Davidson & Co
Montana
$1.71M +$226K +4,015 +15%