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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFP
101
EnRich Financial Partners
Wisconsin
$17.1M +$226K +3,381 +1%
OIA
102
OneDigital Investment Advisors
Kansas
$16.8M +$3.3M +49,513 +25%
AIC
103
Allodium Investment Consultants
Minnesota
$16.6M +$240K +3,594 +2%
PWM
104
PBMares Wealth Management
Virginia
$16.4M +$313K +4,692 +2%
Morgan Stanley
105
Morgan Stanley
New York
$15.9M -$2.61M -39,095 -14%
CA
106
Clune & Associates
Illinois
$15.9M -$100K -1,498 -0.6%
LFS
107
Lutz Financial Services
Nebraska
$15.9M -$174K -2,607 -1%
LI
108
LRI Investments
Florida
$15.6M +$6.74K +101 +0%
SMM
109
Stadion Money Management
Georgia
$15.2M -$791K -11,852 -5%
ACM
110
Aspen Capital Management
Idaho
$15.2M -$1.27K -19 -0%
SWM
111
Sentinel Wealth Management
Virginia
$15M -$221K -3,304 -1%
GCM
112
G2 Capital Management
Ohio
$15M +$666K +9,978 +5%
JP Morgan Chase
113
JP Morgan Chase
New York
$14.7M -$1.01M -15,092 -7%
W
114
WPWealth
Texas
$14.4M +$2.63M +39,451 +23%
WFA
115
West Financial Advisors
Iowa
$14.1M -$456K -6,839 -3%
Stifel Financial
116
Stifel Financial
Missouri
$14M +$980K +14,675 +8%
MSWM
117
McGlone Suttner Wealth Management
Wisconsin
$13.9M +$215K +3,218 +2%
Financial Engines Advisors
118
Financial Engines Advisors
California
$13.4M +$4.95M +74,205 +61%
PAS
119
Park Avenue Securities
New York
$13M +$2.12M +31,703 +20%
MHB
120
Midwest Heritage Bank
Iowa
$12.8M -$30.4K -455 -0.2%
SIG
121
Spinnaker Investment Group
California
$12.6M +$920K +13,777 +8%
AA
122
Aire Advisors
California
$12.4M -$1.6K -24 -0%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$12.3M -$143K -2,141 -1%
WFAG
124
Wescott Financial Advisory Group
Pennsylvania
$12.3M +$509K +7,626 +4%
SSC
125
Syverson Strege & Co
Iowa
$12.2M -$609K -9,119 -5%