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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
151
Chas P. Smith & Associates (CPS)
Florida
$885K -$6.04K -100 -0.7%
WIM
152
Warwick Investment Management
Texas
$876K +$882K +14,606 New
MWM
153
Merriman Wealth Management
Washington
$871K -$56K -927 -6%
UWM
154
USAdvisors Wealth Management
Minnesota
$847K -$47.5K -786 -5%
SEI Investments
155
SEI Investments
Pennsylvania
$845K +$850K +14,078 New
VFP
156
Verus Financial Partners
Virginia
$843K -$39.1K -648 -4%
Stifel Financial
157
Stifel Financial
Missouri
$832K +$58.7K +972 +8%
MWPCG
158
Measured Wealth Private Client Group
New Hampshire
$820K
IWC
159
Integrated Wealth Concepts
Massachusetts
$813K +$15.2K +252 +2%
SIC
160
SJS Investment Consulting
Ohio
$805K +$810K +13,411 New
TRCT
161
Tower Research Capital (TRC)
New York
$802K +$807K +13,365 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$785K
RWA
163
RGT Wealth Advisors
Texas
$778K +$783K +12,962 New
PC
164
Peavine Capital
Nevada
$774K
RCAG
165
Rehmann Capital Advisory Group
Michigan
$750K +$130K +2,159 +21%
IFWM
166
Institute for Wealth Management
Colorado
$744K
SPI
167
Sutton Place Investors
New York
$734K +$739K +12,238 New
Brown Advisory
168
Brown Advisory
Maryland
$728K +$431K +7,131 +142%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$724K +$729K +12,070 New
SW
170
SVB Wealth
Massachusetts
$683K +$3.62K +60 +0.5%
AAS
171
Avantax Advisory Services
Texas
$683K +$40.7K +674 +6%
MGIA
172
Moneta Group Investment Advisors
Missouri
$656K +$785 +13 +0.1%
CAMG
173
CWA Asset Management Group
Florida
$654K +$2.11K +35 +0.3%
AWA
174
Arete Wealth Advisors
Illinois
$652K +$14.4K +238 +2%
FSWA
175
Financial Synergies Wealth Advisors
Texas
$637K +$16.4K +271 +3%