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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$8.36K -$78K -3,005 -91%
FSWA
252
Financial Synergies Wealth Advisors
Texas
$6.29K -$18K -693 -73%
VCM
253
Versant Capital Management
Arizona
$6.26K
CT
254
Colonial Trust
South Carolina
$6.2K
GWMI
255
Guardian Wealth Management (Illinois)
Illinois
$5.53K +$4.93K +190 New
CWP
256
Concord Wealth Partners
Virginia
$4.32K
TAM
257
Tucker Asset Management
Colorado
$2.91K
AWM
258
Avondale Wealth Management
Texas
$1.68K
AWM
259
Able Wealth Management
New Jersey
$1.57K +$1.4K +54 New
AP
260
Atwood & Palmer
Missouri
$362 +$311 +12 New
QCG
261
Quadrant Capital Group
Ohio
$88 +$78 +3 New
Fidelity Investments
262
Fidelity Investments
Massachusetts
$58 +$26 +1 +100%
Wells Fargo
263
Wells Fargo
California
$3
3LCM
264
3D/L Capital Management
Connecticut
-$8.55M -337,497 Closed
CPA
265
Cardiff Park Advisors
California
-$7.68M -303,114 Closed
CA
266
CGN Advisors
Kansas
-$4.67M -184,382 Closed
Citadel Advisors
267
Citadel Advisors
Florida
-$848K -33,477 Closed
SPC
268
Sigma Planning Corp
Michigan
-$694K -27,370 Closed
TRCT
269
Tower Research Capital (TRC)
New York
-$669K -26,392 Closed
PPW
270
Parcion Private Wealth
Washington
-$492K -19,399 Closed
UBS Group
271
UBS Group
Switzerland
-$478K -18,881 Closed
MML Investors Services
272
MML Investors Services
Massachusetts
-$429K -16,939 Closed
LWM
273
Lodestone Wealth Management
Washington
-$398K -15,724 Closed
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
-$366K -14,439 Closed
WPC
275
Wedmont Private Capital
Pennsylvania
-$326K -13,100 Closed