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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
151
Morgan Stanley
New York
$11M -$5.13M -74,415 -32%
BDWCC
152
B&D White Capital Company
Texas
$10.9M +$411K +5,969 +4%
JWM
153
JGP Wealth Management
Oregon
$10.9M +$10.8M +156,074 New
W
154
WorthPointe
California
$10.8M +$616K +8,940 +6%
DWM
155
Daner Wealth Management
Georgia
$10.7M +$104K +1,515 +1%
PWMG
156
Pioneer Wealth Management Group
Texas
$10.5M +$622K +9,019 +6%
MML Investors Services
157
MML Investors Services
Massachusetts
$10.4M +$984K +14,270 +11%
CCM
158
Colorado Capital Management
Colorado
$10.4M +$185K +2,688 +2%
FFM
159
Forum Financial Management
Illinois
$10.4M -$363K -5,271 -3%
MCM
160
MAI Capital Management
Ohio
$10.3M +$144K +2,088 +1%
EFP
161
Envision Financial Planning
Tennessee
$9.97M +$180K +2,615 +2%
DB
162
Dravo Bay
Delaware
$9.91M +$668K +9,684 +7%
GHA
163
Granite Harbor Advisors
Texas
$9.75M +$269K +3,903 +3%
EA
164
Efficient Advisors
Ohio
$9.68M +$1.14M +16,524 +13%
WMP
165
Wealth Management Partners
Arizona
$9.62M +$6.79M +98,459 +249%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$9.57M +$484K +7,016 +5%
CA
167
CGN Advisors
Kansas
$9.51M -$575K -8,340 -6%
CPA
168
Capital Performance Advisors
California
$9.47M -$714K -10,356 -7%
WTFG
169
Wood Tarver Financial Group
Idaho
$9.47M +$337K +4,895 +4%
SWM
170
Spire Wealth Management
Virginia
$9.46M +$260K +3,773 +3%
WB
171
Webster Bank
Connecticut
$9.41M +$1.1M +15,911 +13%
FNBSF
172
First National Bank Sioux Falls
South Dakota
$9.39M +$252K +3,650 +3%
GAM
173
Gemmer Asset Management
California
$9.37M +$919K +13,329 +11%
AWM
174
Axxcess Wealth Management
California
$9.36M +$7.5M +108,819 +426%
PFS
175
Professional Financial Solutions
Virginia
$9.31M +$9.21M +133,628 New
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