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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPI
176
Sutton Place Investors
New York
$922K -$427K -8,354 -30%
KPWS
177
Kestra Private Wealth Services
Texas
$896K +$984K +19,257 New
AWP
178
Abacus Wealth Partners
California
$895K -$23.1K -452 -2%
JIC
179
Johnson Investment Counsel
Ohio
$891K
SSB
180
Sandy Spring Bank
Maryland
$873K -$3.17K -62 -0.3%
GVAG
181
Great Valley Advisor Group
Delaware
$852K +$936K +18,323 New
PFO
182
Pathstone Family Office
New Jersey
$848K
MA
183
Mutual Advisors
Nebraska
$834K
CWM
184
Curi Wealth Management
North Carolina
$830K +$358 +7 +0%
MG
185
Mather Group
Illinois
$830K +$912K +17,852 New
PFM
186
Phillips Financial Management
Indiana
$822K +$43.9K +860 +5%
TFA
187
Trinity Financial Advisors
Ohio
$816K +$897K +17,551 New
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$807K +$17.5K +342 +2%
PB
189
Pinnacle Bancorp
Nebraska
$807K +$886K +17,352 New
DFC
190
DBK Financial Counsel
Ohio
$804K +$883K +17,290 New
USCWA
191
U.S. Capital Wealth Advisors
Texas
$790K +$12.6K +247 +1%
ADL
192
Asset Dedication LLC
California
$784K +$1.53K +30 +0.2%
PFS
193
Prospera Financial Services
Texas
$783K +$11.8K +231 +1%
MHS
194
M Holdings Securities
Oregon
$775K +$18.4K +361 +2%
AWS
195
Atria Wealth Solutions
New York
$766K +$360K +7,039 +75%
PFG
196
Pinnacle Financial Group
Illinois
$741K +$813K +15,917 New
BA
197
BCM Advisors
Louisiana
$735K +$19.9K +390 +3%
UWM
198
USAdvisors Wealth Management
Minnesota
$727K +$22.4K +439 +3%
TIM
199
Tortoise Investment Management
New York
$726K +$62.4K +1,222 +8%
PTP
200
Platform Technology Partners
New York
$720K +$790K +15,469 New