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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Merriman Wealth Management
Washington
$596K -$311 -6 -0%
IFWM
202
Institute for Wealth Management
Colorado
$595K
ASFA
203
All Season Financial Advisors
Colorado
$591K +$639K +12,321 New
Stifel Financial
204
Stifel Financial
Missouri
$584K +$73.3K +1,413 +13%
SEI Investments
205
SEI Investments
Pennsylvania
$578K -$17.3K -333 -3%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$549K -$85.9K -1,657 -13%
RWA
207
RGT Wealth Advisors
Texas
$543K -$222K -4,280 -27%
CAMG
208
CWA Asset Management Group
Florida
$524K +$207 +4 +0%
AWA
209
Arete Wealth Advisors
Illinois
$519K +$1.09K +21 +0.2%
AC
210
AWM Capital
Arizona
$518K +$104K +2,014 +23%
CWM
211
Congress Wealth Management
Massachusetts
$501K -$1.55M -29,860 -74%
CFG
212
Citizens Financial Group
Rhode Island
$500K +$1.5K +29 +0.3%
PP
213
PrairieView Partners
Minnesota
$499K -$778 -15 -0.1%
SC
214
Sawyer & Company
Massachusetts
$479K
OPS
215
Orion Portfolio Solutions
Nebraska
$473K +$179K +3,448 +54%
MA
216
MUFG Americas
New York
$458K
WWM
217
Western Wealth Management
Colorado
$456K +$490K +9,453 New
Financial Engines Advisors
218
Financial Engines Advisors
California
$455K +$268K +5,162 +119%
SHWM
219
Silicon Hills Wealth Management
Texas
$453K +$489K +9,434 New
AWS
220
Atria Wealth Solutions
New York
$452K +$83.1K +1,603 +20%
KeyBank National Association
221
KeyBank National Association
Ohio
$445K
MCA
222
Maryland Capital Advisors
Maryland
$445K +$310K +5,972 +181%
KS
223
Karpas Strategies
Connecticut
$438K -$5.7K -110 -1%
KCPG
224
Kavar Capital Partners Group
Kansas
$434K +$1.3K +25 +0.3%
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$434K +$462K +8,912 New