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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$344M +$13.7M +237,546 +4%
BSW
2
Buckingham Strategic Wealth
Missouri
$150M +$6.64M +115,178 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$115M +$30.3M +524,914 +35%
TWA
4
TCI Wealth Advisors
Arizona
$97.4M +$2.75M +47,600 +3%
PL
5
Plancorp LLC
Missouri
$91.4M +$22.6K +392 +0%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$59.1M -$63.5K -1,101 -0.1%
EAM
7
Evanson Asset Management
California
$39.3M +$335K +5,815 +0.9%
SC
8
Savant Capital
Illinois
$36M -$416K -7,205 -1%
FG
9
Foster Group
Iowa
$35.7M -$585K -10,134 -2%
CL
10
Choreo LLC
Illinois
$32.9M -$160K -2,778 -0.5%
MWM
11
Modera Wealth Management
New Jersey
$29.1M +$4.78M +82,784 +20%
CCM
12
Carlson Capital Management
Minnesota
$27.9M -$764K -13,246 -3%
DY
13
Dowling & Yahnke
California
$27M -$1.03M -17,899 -4%
Comerica Bank
14
Comerica Bank
Texas
$24.3M +$23.3M +403,557 New
AP
15
Adero Partners
California
$24.2M +$843K +14,607 +4%
MAM
16
McLean Asset Management
Virginia
$22.2M -$131K -2,273 -0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$17.8M +$1.41M +24,511 +9%
EWM
18
Empirical Wealth Management
Washington
$15.5M +$331K +5,743 +2%
SWA
19
Sax Wealth Advisors
New Jersey
$15.4M +$15.4M +267,740 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$14.1M -$1.75M -30,370 -11%
LPL Financial
21
LPL Financial
California
$13.7M +$1.45M +25,079 +12%
LFS
22
Lutz Financial Services
Nebraska
$13M -$14.1K -245 -0.1%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$11.8M +$1.59M +27,616 +16%
PFA
24
Pure Financial Advisors
California
$11.7M +$1.68M +29,167 +17%
1WM
25
1900 Wealth Management
Texas
$9.98M -$44.8K -777 -0.4%