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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$335M +$334M +5,736,810 New
BSW
2
Buckingham Strategic Wealth
Missouri
$146M +$145M +2,497,525 New
TWA
3
TCI Wealth Advisors
Arizona
$96.1M +$95.8M +1,645,924 New
PL
4
Plancorp LLC
Missouri
$92.8M +$92.4M +1,588,625 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$86.5M +$86.2M +1,481,577 New
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$60.1M +$59.9M +1,029,284 New
EAM
7
Evanson Asset Management
California
$39.2M +$39M +670,590 New
SC
8
Savant Capital
Illinois
$37M +$36.8M +633,378 New
FG
9
Foster Group
Iowa
$36.8M +$36.7M +630,561 New
CL
10
Choreo LLC
Illinois
$33.6M +$33.5M +575,755 New
CCM
11
Carlson Capital Management
Minnesota
$29.1M +$29M +497,847 New
DY
12
Dowling & Yahnke
California
$28.4M +$28.3M +486,750 New
MWM
13
Modera Wealth Management
New Jersey
$24.7M +$24.6M +422,946 New
AP
14
Adero Partners
California
$23.7M +$23.7M +406,567 New
MAM
15
McLean Asset Management
Virginia
$20.7M +$21.6M +371,780 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$16.6M +$16.5M +284,403 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$16.1M +$16.1M +276,393 New
EWM
18
Empirical Wealth Management
Washington
$15.4M +$15.4M +264,106 New
LFS
19
Lutz Financial Services
Nebraska
$13.2M +$13.1M +225,741 New
LPL Financial
20
LPL Financial
California
$12.4M +$12.4M +213,021 New
EWA
21
EP Wealth Advisors
California
$12.1M +$12.1M +207,516 New
MFT
22
Moisand Fitzgerald Tamayo
Florida
$10.3M +$10.3M +176,830 New
PFA
23
Pure Financial Advisors
California
$10.2M +$10.2M +174,980 New
1WM
24
1900 Wealth Management
Texas
$10.2M +$10.1M +174,387 New
BWA
25
Bordeaux Wealth Advisors
California
$8.99M +$8.95M +153,891 New
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