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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
176
Wipfli Financial Advisors
Wisconsin
$273K +$152K +2,633 +124%
WFAG
177
Wescott Financial Advisory Group
Pennsylvania
$271K +$115 +2 +0%
WIA
178
World Investment Advisors
California
$268K -$10.1K -175 -4%
RWM
179
RKL Wealth Management
Pennsylvania
$267K +$268K +4,645 New
EFS
180
Essex Financial Services
Connecticut
$265K
JIC
181
Joel Isaacson & Co
New York
$261K +$48.5K +841 +23%
HWA
182
HCR Wealth Advisors
California
$259K +$260K +4,506 New
FRA
183
Frank Rimerman Advisors
California
$259K +$231 +4 +0.1%
BDF
184
Balasa Dinverno & Foltz
$248K
HI
185
Harbour Investments
Wisconsin
$247K +$58 +1 +0%
RC
186
RegentAtlantic Capital
New Jersey
$245K +$58 +1 +0%
BMCM
187
Bryn Mawr Capital Management
Pennsylvania
$244K
TIM
188
Tortoise Investment Management
New York
$238K +$66.3K +1,150 +38%
CBN
189
Cadence Bank NA
Texas
$230K
TFS
190
TrustCore Financial Services
Tennessee
$229K +$519 +9 +0.2%
Morgan Stanley
191
Morgan Stanley
New York
$229K +$230K +3,983 New
APP
192
Avantax Planning Partners
Iowa
$218K
FWM
193
Frontier Wealth Management
Missouri
$218K +$461 +8 +0.2%
VCP
194
Vista Capital Partners
Oregon
$212K +$461 +8 +0.2%
OPWM
195
Oakwell Private Wealth Management
Texas
$209K -$91.5K -1,587 -30%
EA
196
Efficient Advisors
Ohio
$207K +$231 +4 +0.1%
CI
197
Cordant Inc
Oregon
$193K
OC
198
Oakworth Capital
Alabama
$177K
CA
199
Clearstead Advisors
Ohio
$170K
AIM
200
Acropolis Investment Management
Missouri
$170K +$288 +5 +0.2%