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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
251
Triad Wealth Partners
Kansas
$2.27M +$417K +11,167 +25%
GPWM
252
Grant Private Wealth Management
California
$2.24M -$169K -4,530 -7%
Brown Advisory
253
Brown Advisory
Maryland
$2.22M +$357K +9,564 +20%
RWM
254
Rockwood Wealth Management
Pennsylvania
$2.2M +$194K +5,178 +10%
DWM
255
Dopkins Wealth Management
New York
$2.14M +$46.3K +1,240 +2%
MWA
256
Monograph Wealth Advisors
California
$2.11M -$112 -3 -0%
WMA
257
William Mack & Associates
Michigan
$2.1M +$1.04M +27,695 +105%
SMA
258
Sage Mountain Advisors
Georgia
$2.09M
GVAG
259
Great Valley Advisor Group
Delaware
$2.06M +$183K +4,898 +10%
SAG
260
SageView Advisory Group
California
$2.06M -$116K -3,094 -6%
WPC
261
Wedmont Private Capital
Pennsylvania
$2.04M +$523 +14 +0%
TSWM
262
Triangle Securities Wealth Management
North Carolina
$2.04M +$56.2K +1,503 +3%
HI
263
Horizon Investments
North Carolina
$2.03M -$1.93M -51,647 -50%
FFS
264
Founders Financial Securities
Maryland
$2.02M +$9.9K +265 +0.5%
GFPC
265
Global Financial Private Client
Florida
$2.01M +$715K +19,121 +59%
AFP
266
ATLas Financial Planning
Georgia
$1.98M +$107K +2,857 +6%
HA
267
HFG Advisors
Ohio
$1.93M +$58.8K +1,574 +3%
GJIA
268
Glass Jacobson Investment Advisors
Maryland
$1.92M +$187K +4,991 +11%
CCM
269
Cloud Capital Management
Washington
$1.92M +$5.01K +134 +0.3%
DWA
270
Delap Wealth Advisory
Oregon
$1.89M
RWP
271
Revolve Wealth Partners
New Jersey
$1.88M +$614K +16,419 +51%
TRCT
272
Tower Research Capital (TRC)
New York
$1.86M -$2.04M -54,513 -53%
QWM
273
Quadcap Wealth Management
Texas
$1.84M +$77.6K +2,076 +5%
EP
274
E6 Portfolios
Utah
$1.82M +$59.8K +1,601 +4%
AAM
275
Austin Asset Management
Texas
$1.81M -$29.2K -780 -2%