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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Soundmark Wealth Management
Washington
$3.82M +$41.2K +789 +1%
KAM
152
Kraft Asset Management
Tennessee
$3.78M -$8.87K -170 -0.2%
MML Investors Services
153
MML Investors Services
Massachusetts
$3.69M +$1.1M +21,120 +46%
PAG
154
Private Advisor Group
New Jersey
$3.6M +$264K +5,069 +9%
PFM
155
Phillips Financial Management
Indiana
$3.52M +$2.23M +42,733 +198%
IAG
156
Investmark Advisory Group
Connecticut
$3.5M +$42.8K +820 +1%
AC
157
Apella Capital
Connecticut
$3.31M +$3.15M +60,369 New
Bank of New York Mellon
158
Bank of New York Mellon
New York
$3.26M -$12.2K -233 -0.4%
EA
159
Efficient Advisors
Ohio
$3.24M +$198K +3,789 +7%
DWM
160
Dopkins Wealth Management
New York
$3.2M +$19.1K +366 +0.6%
AFG
161
Altiora Financial Group
Ohio
$3.19M +$1.2K +23 +0%
SSC
162
Syverson Strege & Co
Iowa
$3.17M -$2.01M -38,524 -40%
Jane Street
163
Jane Street
New York
$3.16M +$2.36M +45,198 +362%
TFA
164
Trinity Financial Advisors
Ohio
$3.13M +$884K +16,949 +42%
GVAG
165
Great Valley Advisor Group
Delaware
$3.07M +$36K +691 +1%
IF
166
Ironwood Financial
Arizona
$3M
GIA
167
Gladstone Institutional Advisory
Florida
$2.86M -$217K -4,153 -7%
DADC
168
D.A. Davidson & Co
Montana
$2.82M -$41.7K -800 -2%
3LCM
169
3D/L Capital Management
Connecticut
$2.8M -$76.9K -1,475 -3%
BBNB
170
Baker Boyer National Bank
Washington
$2.78M -$63K -1,208 -2%
JMPWA
171
JP Morgan Private Wealth Advisors
California
$2.73M -$2.65M -50,802 -50%
V
172
VeraBank
Texas
$2.62M +$2.04M +39,097 +451%
SP
173
Symmetry Partners
Connecticut
$2.6M -$293K -5,620 -11%
SHFA
174
SC&H Financial Advisors
Maryland
$2.59M +$79.9K +1,532 +3%
GJIA
175
Glass Jacobson Investment Advisors
Maryland
$2.55M +$2.43M +46,561 New