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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$400M +$31.1M +551,683 +8%
IFA
2
Index Fund Advisors
California
$387M +$1.7M +30,160 +0.4%
BSW
3
Buckingham Strategic Wealth
Missouri
$144M -$1.58M -28,011 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$118M +$3.56M +63,209 +3%
TWA
5
TCI Wealth Advisors
Arizona
$100M +$1.83M +32,484 +2%
PL
6
Plancorp LLC
Missouri
$88.1M +$510K +9,056 +0.6%
RCG
7
Resource Consulting Group
Florida
$77.8M +$1.23M +21,909 +2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$57.8M -$305K -5,422 -0.5%
EAM
9
Evanson Asset Management
California
$39.1M +$622K +11,041 +2%
MRWM
10
ML&R Wealth Management
Texas
$35.1M +$396K +7,031 +1%
DFS
11
Dixon Fnancial Services
California
$34.5M -$145K -2,584 -0.4%
SC
12
Savant Capital
Illinois
$34.4M -$299K -5,310 -0.9%
BHWM
13
Beaird Harris Wealth Management
Texas
$34.3M +$4.12M +73,200 +14%
FG
14
Foster Group
Iowa
$33.3M -$545K -9,682 -2%
CL
15
Choreo LLC
Illinois
$31.7M -$81.6K -1,449 -0.3%
HIG
16
Heritage Investment Group
Florida
$30.7M -$181K -3,217 -0.6%
MWM
17
Modera Wealth Management
New Jersey
$30.5M -$712K -12,643 -2%
DHGWA
18
Dixon Hughes Goodman Wealth Advisors
North Carolina
$29.5M -$461K -8,190 -2%
Comerica Bank
19
Comerica Bank
Texas
$28.2M +$2.77M +49,185 +11%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$28.1M +$27.7M +491,536 +4,641%
AP
21
Adero Partners
California
$26.9M +$2.12M +37,618 +9%
BFG
22
Bouchey Financial Group
New York
$26M +$16.3M +289,764 +166%
DY
23
Dowling & Yahnke
California
$24.4M -$634K -11,254 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$21.8M +$1.64M +29,061 +8%
CCM
25
Carlson Capital Management
Minnesota
$20.7M -$4.53M -80,537 -18%