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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$542M +$40.5M +776,404 +9%
IFA
2
Index Fund Advisors
California
$370M -$422K -8,090 -0.1%
Northern Trust
3
Northern Trust
Illinois
$309M -$3.85M -73,887 -1%
BSW
4
Buckingham Strategic Wealth
Missouri
$146M +$2.68M +51,381 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$126M -$5.6M -107,276 -4%
TWA
6
TCI Wealth Advisors
Arizona
$109M +$3.89M +74,651 +4%
PL
7
Plancorp LLC
Missouri
$82.7M -$714K -13,687 -0.9%
RCG
8
Resource Consulting Group
Florida
$76.2M -$1.14M -21,796 -2%
APF
9
Alaska Permanent Fund
Alaska
$66.6M +$63.4M +1,216,032 New
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$61.2M +$1.1M +21,084 +2%
Bank of America
11
Bank of America
North Carolina
$58.2M +$12.7M +243,876 +30%
BHWM
12
Beaird Harris Wealth Management
Texas
$52.7M +$1.05M +20,188 +2%
EAM
13
Evanson Asset Management
California
$45.2M +$652K +12,507 +2%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$43.4M +$3.11M +59,541 +8%
MRWM
15
ML&R Wealth Management
Texas
$38.9M +$306K +5,862 +0.8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$35.7M +$2.45M +46,931 +8%
Corient Private Wealth
17
Corient Private Wealth
Florida
$35.2M +$958K +18,357 +3%
PFA
18
Pure Financial Advisors
California
$34.8M +$6.73M +128,972 +25%
SCM
19
Stordahl Capital Management
Colorado
$34.1M +$1.7M +32,584 +6%
SC
20
Savant Capital
Illinois
$33.2M +$83.8K +1,607 +0.3%
DFS
21
Dixon Fnancial Services
California
$33.1M -$72.7K -1,394 -0.2%
BFG
22
Bouchey Financial Group
New York
$32.2M +$1.7M +32,596 +6%
AP
23
Adero Partners
California
$32M +$2.01M +38,552 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$31.4M +$2.45M +46,978 +9%
FG
25
Foster Group
Iowa
$29.4M -$419K -8,039 -1%