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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
126
Bannerman Wealth Management Group
Texas
$11M +$199K +3,315 +2%
AIS
127
American Investment Services
Massachusetts
$11M -$557K -9,286 -5%
SWM
128
Sterling Wealth Management
Illinois
$10.9M +$10.3M +171,771 New
TFA
129
Trinity Financial Advisors
Ohio
$10.9M +$245K +4,086 +2%
BA
130
Bridgewater Advisors
New York
$10.9M +$337K +5,619 +4%
W
131
WPWealth
Texas
$10.9M +$8.2M +136,854 +407%
SIG
132
Spinnaker Investment Group
California
$10.8M -$789K -13,154 -7%
AF
133
Allworth Financial
California
$10.8M -$201K -3,354 -2%
HIP
134
HUB Investment Partners
Texas
$10.6M +$1.74M +28,983 +21%
EW
135
Enzi Wealth
Texas
$10.5M +$34.4K +573 +0.4%
CCA
136
Conservest Capital Advisors
Pennsylvania
$10.4M +$9.76M +162,737 New
PAS
137
Park Avenue Securities
New York
$10M +$1.76M +29,341 +23%
SWG
138
Summit Wealth Group
Vermont
$9.99M +$174K +2,901 +2%
BH
139
Burk Holdings
Oklahoma
$9.98M +$690K +11,502 +8%
CPA
140
Capital Performance Advisors
California
$9.85M +$431K +7,196 +5%
BDWCC
141
B&D White Capital Company
Texas
$9.58M +$9.02M +150,416 New
MCM
142
MAI Capital Management
Ohio
$9.5M +$47.6K +794 +0.5%
CPA
143
Cardiff Park Advisors
California
$9.45M -$1.35M -22,502 -13%
W
144
WorthPointe
California
$9.32M +$237K +3,956 +3%
FFM
145
Forum Financial Management
Illinois
$9.3M -$45K -750 -0.5%
CA
146
CGN Advisors
Kansas
$9.25M +$859K +14,326 +11%
MFG
147
Mendota Financial Group
Wisconsin
$9.19M +$379K +6,316 +5%
LFG
148
Larson Financial Group
Missouri
$9.17M -$2.16M -35,981 -20%
DWM
149
Daner Wealth Management
Georgia
$9.15M +$8.29M +138,221 New
CCM
150
Colorado Capital Management
Colorado
$9.14M -$261K -4,346 -3%
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