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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Tassel Capital Management
North Carolina
$19.3M +$397K +5,411 +2%
MWA
102
Monograph Wealth Advisors
California
$19.2M +$471K +6,416 +2%
W
103
WPWealth
Texas
$18.6M +$1.34M +18,268 +8%
AF
104
Advisornet Financial
Minnesota
$18.4M -$1.97M -26,864 -9%
Stifel Financial
105
Stifel Financial
Missouri
$18.4M +$1.81M +24,635 +11%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$18.3M -$1.15M -15,728 -6%
MAM
107
McLean Asset Management
Virginia
$18.3M -$412K -5,613 -2%
EFP
108
EnRich Financial Partners
Wisconsin
$18.3M +$186K +2,530 +1%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$18M -$6.91M -94,224 -24%
LI
110
LRI Investments
Florida
$17.9M +$379K +5,168 +2%
LFS
111
Lutz Financial Services
Nebraska
$17M +$119K +1,620 +0.7%
CA
112
Clune & Associates
Illinois
$16.9M -$1.19M -16,192 -6%
OIA
113
OneDigital Investment Advisors
Kansas
$16.8M +$503K +6,848 +3%
NHT
114
New Hampshire Trust
New Hampshire
$16.6M -$251K -3,425 -1%
PAS
115
Park Avenue Securities
New York
$16.6M +$1.43M +19,457 +9%
JP Morgan Chase
116
JP Morgan Chase
New York
$16.5M +$1.64M +22,368 +10%
AF
117
Allworth Financial
California
$16.4M +$4.78M +65,193 +39%
GCM
118
G2 Capital Management
Ohio
$16.4M +$188K +2,557 +1%
HI
119
Harbour Investments
Wisconsin
$16M +$4.59M +62,582 +39%
SWM
120
Sentinel Wealth Management
Virginia
$15.8M +$83.4K +1,136 +0.5%
MSWM
121
McGlone Suttner Wealth Management
Wisconsin
$15.6M +$731K +9,967 +5%
TLFA
122
True Link Financial Advisors
California
$15.6M +$739K +10,072 +5%
ACM
123
Aspen Capital Management
Idaho
$15.4M -$330K -4,498 -2%
WFA
124
West Financial Advisors
Iowa
$15.2M +$99.7K +1,359 +0.6%
Financial Engines Advisors
125
Financial Engines Advisors
California
$14.8M +$604K +8,232 +4%