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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
151
Sage Rhino Capital
California
$339K +$338K +5,805 New
SWP
152
Stratos Wealth Partners
Ohio
$335K +$334K +5,742 New
OPWM
153
Oakwell Private Wealth Management
Texas
$305K +$304K +5,221 New
MC
154
Moors & Cabot
Massachusetts
$297K +$296K +5,080 New
APC
155
Asset Planning Corporation
Tennessee
$296K +$295K +5,069 New
BAM
156
Baldrige Asset Management
Pennsylvania
$292K +$291K +5,005 New
WFA
157
Wipfli Financial Advisors
Wisconsin
$283K +$123K +2,120 New
BJL
158
Brighton Jones LLC
Washington
$282K +$281K +4,833 New
WIA
159
World Investment Advisors
California
$282K +$281K +4,835 New
CA
160
CGN Advisors
Kansas
$281K +$280K +4,817 New
IWM
161
IHT Wealth Management
Illinois
$280K +$279K +4,792 New
EFS
162
Essex Financial Services
Connecticut
$270K +$269K +4,616 New
WFAG
163
Wescott Financial Advisory Group
Pennsylvania
$270K +$275K +4,719 New
KP
164
Keel Point
Alabama
$266K +$265K +4,554 New
FRA
165
Frank Rimerman Advisors
California
$263K +$262K +4,498 New
BDF
166
Balasa Dinverno & Foltz
$252K +$251K +4,311 New
HI
167
Harbour Investments
Wisconsin
$251K +$250K +4,297 New
BMCM
168
Bryn Mawr Capital Management
Pennsylvania
$248K +$247K +4,246 New
RC
169
RegentAtlantic Capital
New Jersey
$248K +$247K +4,253 New
CBN
170
Cadence Bank NA
Texas
$234K +$233K +4,006 New
TFS
171
TrustCore Financial Services
Tennessee
$232K +$231K +3,979 New
MCG
172
MACRO Consulting Group
New Jersey
$226K +$225K +3,876 New
FWM
173
Frontier Wealth Management
Missouri
$221K +$220K +3,778 New
APP
174
Avantax Planning Partners
Iowa
$221K +$221K +3,791 New
JIC
175
Joel Isaacson & Co
New York
$216K +$215K +3,701 New