We are live on ! Find out more
DFSV

Dimensional US Small Cap Value ETF
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$980K -$665 -21 -0.1%
EFA
227
Edge Financial Advisors
Illinois
$979K -$12.6K -398 -1%
PAS
228
Park Avenue Securities
New York
$965K +$719K +22,696 +262%
FCM
229
Fortis Capital Management
Washington
$964K +$4.28K +135 +0.4%
CL
230
CSS LLC
Illinois
$954K – – –
GJIA
231
Glass Jacobson Investment Advisors
Maryland
$931K +$64.5K +2,038 +7%
RW
232
REDW Wealth
New Mexico
$926K -$977K -30,852 -51%
AA
233
Aire Advisors
California
$920K +$1.71K +54 +0.2%
MWA
234
Medallion Wealth Advisors
Connecticut
$914K +$941K +29,709 New
TWM
235
TCFG Wealth Management
California
$904K +$16.4K +519 +2%
QHA
236
Quarry Hill Advisors
Minnesota
$901K -$59.1K -1,865 -6%
SFA
237
Sequoia Financial Advisors
Ohio
$898K -$189K -5,959 -17%
CL
238
CLG LLC
California
$885K +$910K +28,743 New
SFC
239
Sprinkle Financial Consultants
Colorado
$846K +$115K +3,624 +15%
FWM
240
FMB Wealth Management
California
$842K +$57.5K +1,816 +7%
HKIMG
241
Hutchens & Kramer Investment Management Group
Indiana
$816K -$109K -3,437 -11%
PWA
242
Physician Wealth Advisors
Utah
$789K +$103K +3,252 +15%
DI
243
Disciplined Investments
Oklahoma
$782K – – –
CPA
244
Capital Performance Advisors
California
$779K +$2.98K +94 +0.4%
BCI
245
Brinker Capital Investments
Pennsylvania
$750K +$90.4K +2,856 +13%
OPS
246
Orion Portfolio Solutions
Nebraska
$750K +$90.4K +2,856 +13%
SIMC
247
Squire Investment Management Company
Utah
$712K +$507 +16 +0.1%
GOCP
248
Great Oak Capital Partners
Massachusetts
$710K +$170K +5,378 +30%
CMBA
249
C.M. Bidwell & Associates
Hawaii
$709K +$40.9K +1,291 +6%
WRPWM
250
Werba Rubin Papier Wealth Management
California
$693K -$4.34K -137 -0.6%
8 9
10
11 12