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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Sterling Wealth Management
Illinois
$12.1M +$361K +5,404 +3%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$11.9M +$2.3M +34,522 +25%
TFA
128
Trinity Financial Advisors
Ohio
$11.6M -$102K -1,521 -0.9%
PSP
129
Pacific Sage Partners
Washington
$11.6M +$2.42M +36,201 +27%
BA
130
Bridgewater Advisors
New York
$11.6M +$450K +6,743 +4%
OCM
131
One Capital Management
California
$11.6M -$419K -6,284 -4%
AIS
132
American Investment Services
Massachusetts
$11.5M -$267K -4,000 -2%
AF
133
Allworth Financial
California
$11.5M -$83.4K -1,249 -0.7%
Wells Fargo
134
Wells Fargo
California
$11.4M +$2.08M +31,152 +23%
BWMG
135
Bannerman Wealth Management Group
Texas
$11.3M -$447K -6,693 -4%
I
136
INVST
Indiana
$11.3M +$2.65M +39,684 +32%
SWG
137
Summit Wealth Group
Vermont
$11.2M +$468K +7,012 +4%
CCA
138
Conservest Capital Advisors
Pennsylvania
$11.1M +$4.94K +74 +0%
BH
139
Burk Holdings
Oklahoma
$11.1M +$390K +5,839 +4%
MFG
140
Mendota Financial Group
Wisconsin
$11M +$1.1M +16,427 +11%
EW
141
Enzi Wealth
Texas
$11M +$80.4K +1,205 +0.7%
FFM
142
Forum Financial Management
Illinois
$10.5M +$520K +7,795 +5%
BDWCC
143
B&D White Capital Company
Texas
$10.3M
CPA
144
Cardiff Park Advisors
California
$10.1M -$45.4K -680 -0.5%
CPA
145
Capital Performance Advisors
California
$10M -$557K -8,349 -5%
CCM
146
Colorado Capital Management
Colorado
$10M +$193K +2,891 +2%
MCM
147
MAI Capital Management
Ohio
$9.99M -$215K -3,220 -2%
W
148
WorthPointe
California
$9.98M -$37.6K -563 -0.4%
CA
149
CGN Advisors
Kansas
$9.92M -$17.3K -259 -0.2%
PWMG
150
Pioneer Wealth Management Group
Texas
$9.66M +$860K +12,882 +10%