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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGW
226
MB Generational Wealth
Washington
$527K -$1.68K -56 -0.3%
CIA
227
Compass Ion Advisors
Pennsylvania
$525K
JIC
228
Joel Isaacson & Co
New York
$519K -$54K -1,803 -10%
DWM
229
Dopkins Wealth Management
New York
$519K -$1.3M -43,317 -72%
WP
230
WMS Partners
Maryland
$519K +$30 +1 +0%
LFA
231
Lauterbach Financial Advisors
Texas
$512K +$112K +3,753 +29%
BIG
232
Builder Investment Group
Georgia
$497K +$53.3K +1,779 +12%
Morgan Stanley
233
Morgan Stanley
New York
$487K +$42.3K +1,412 +10%
KAM
234
Kraft Asset Management
Tennessee
$486K -$10.9K -364 -2%
EP
235
Essential Planning
New Hampshire
$477K -$300 -10 -0.1%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$470K +$18.1K +603 +4%
WCWM
237
Willow Creek Wealth Management
California
$462K -$39.8K -1,329 -8%
CHAM
238
Clear Harbor Asset Management
Connecticut
$456K +$94.6K +3,155 +27%
HA
239
Hanover Advisors
South Carolina
$451K -$31.7K -1,059 -7%
RWM
240
Ruedi Wealth Management
Illinois
$439K +$6.14K +205 +1%
MWM
241
Mission Wealth Management
California
$419K -$48.9K -1,632 -11%
TWA
242
TCI Wealth Advisors
Arizona
$412K -$35.8K -1,193 -8%
WA
243
Wealthstream Advisors
New York
$404K +$394K +13,130 New
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$402K +$85.4K +2,848 +28%
2L
245
25 LLC
Missouri
$397K -$24.2K -809 -6%
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$397K -$41K -1,367 -10%
Citigroup
247
Citigroup
New York
$381K +$371K +12,368 New
ASN
248
Advisory Services Network
Georgia
$371K
MSFS
249
Main Street Financial Solutions
Pennsylvania
$358K +$53.2K +1,776 +18%
DFC
250
DBK Financial Counsel
Ohio
$340K +$331K +11,039 New