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Dimensional International Value ETF
DFIV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
376
Sandy Spring Bank
Maryland
$355K +$117K +3,166 +47%
NFP
377
Narus Financial Partners
Utah
$352K -$7.47K -203 -2%
KA
378
Klingman & Associates
New York
$349K – – –
RFA
379
RTD Financial Advisors
Pennsylvania
$348K – – –
ATC
380
Argent Trust Co
Tennessee
$346K +$138K +3,743 +64%
CSWM
381
Cassady Schiller Wealth Management
Ohio
$344K -$4.34K -118 -1%
DAS
382
Dynamic Advisor Solutions
Arizona
$340K +$36.3K +987 +12%
PIFP
383
Partners in Financial Planning
Virginia
$337K +$3.17K +86 +0.9%
GKWIM
384
Gerber Kawasaki Wealth & Investment Management
California
$334K +$39.8K +1,081 +13%
MSWM
385
Mowery & Schoenfeld Wealth Management
Illinois
$331K +$126K +3,433 +59%
MFG
386
MidWestOne Financial Group
Iowa
$330K +$338K +9,171 New
BWG
387
Beta Wealth Group
California
$329K -$27.1K -736 -7%
PPP
388
Private Portfolio Partners
New Jersey
$328K +$11K +300 +3%
FS
389
Financial Symmetry
North Carolina
$324K +$11.4K +309 +4%
CA
390
Clearstead Advisors
Ohio
$323K – – –
EF
391
Exeter Financial
Arizona
$323K +$6.44K +175 +2%
CRC
392
Curi RMB Capital
Illinois
$311K +$5.93K +161 +2%
SWM
393
Seaside Wealth Management
California
$306K +$5.82K +158 +2%
PCMC
394
Private Capital Management (Colorado)
Colorado
$304K – – –
FFM
395
Flagstone Financial Management
Nebraska
$302K – – –
PFPT
396
Pinnacle Financial Partners (Tennessee)
Tennessee
$300K – – –
SAG
397
SageView Advisory Group
California
$297K +$305K +8,270 New
CIA
398
Capital Investment Advisors
Georgia
$295K – – –
BAM
399
BOS Asset Management
Illinois
$294K +$2.5K +68 +0.8%
FNBT
400
FineMark National Bank & Trust
Florida
$292K +$50.1K +1,360 +20%
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