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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.29B +$204M +3,407,436 +20%
Northern Trust
2
Northern Trust
Illinois
$500M -$7.51M -125,217 -2%
Bank of America
3
Bank of America
North Carolina
$396M +$50.5M +841,620 +16%
IFA
4
Index Fund Advisors
California
$371M -$1.5M -24,974 -0.4%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$196M +$23.4M +390,130 +15%
PFA
6
Pure Financial Advisors
California
$178M +$7.79M +129,968 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$157M +$1.12M +18,649 +0.8%
TWA
8
TCI Wealth Advisors
Arizona
$151M -$5.36M -89,424 -4%
MT
9
Midwest Trust
Kansas
$119M +$112M +1,873,337 New
PL
10
Plancorp LLC
Missouri
$87M -$2.03M -33,899 -2%
SC
11
Savant Capital
Illinois
$83.8M -$2.23M -37,190 -3%
FCAS
12
First Command Advisory Services
Texas
$77.7M +$4.14M +69,113 +6%
PFG
13
Premier Financial Group
California
$76.3M +$69.5M +1,160,110 New
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$75.4M +$1.5M +25,009 +2%
EAM
15
Evanson Asset Management
California
$68.8M +$238K +3,969 +0.4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$64.8M -$377K -6,297 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$61.5M +$7.61M +126,938 +15%
ST
18
Sageworth Trust
Pennsylvania
$61.4M -$833K -13,891 -1%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$60.8M +$3.91M +65,301 +7%
HighTower Advisors
20
HighTower Advisors
Illinois
$60.5M -$1.34M -22,293 -2%
Brown Advisory
21
Brown Advisory
Maryland
$58.1M -$980K -16,340 -2%
LPL Financial
22
LPL Financial
California
$57.7M -$7.06M -117,780 -12%
CWS
23
Confluence Wealth Services
Pennsylvania
$56.4M +$2.2M +36,637 +4%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$56.2M +$2.62M +43,715 +5%
GWWM
25
Great Waters Wealth Management
Minnesota
$56.1M +$1.55M +25,864 +3%