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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
251
Narus Financial Partners
Utah
$251K +$4.47K +154 +2%
TI
252
Trexquant Investment
Connecticut
$249K +$251K +8,652 New
APG
253
Abacus Planning Group
South Carolina
$244K
KWM
254
Keebeck Wealth Management
Illinois
$243K -$74.5K -2,567 -23%
AWA
255
Arkadios Wealth Advisors
Georgia
$240K +$242K +8,325 New
RIP
256
RAM Investment Partners
Washington
$236K +$27.7K +954 +13%
FFS
257
Founders Financial Securities
Maryland
$232K +$234K +8,061 New
EWA
258
Elevate Wealth Advisory
Georgia
$229K +$1.22K +42 +0.5%
AFGAS
259
Allegiance Financial Group Advisory Services
Virginia
$224K +$900 +31 +0.4%
APC
260
Aspire Private Capital
North Carolina
$224K +$16.8K +580 +8%
HWMT
261
Heritage Wealth Management (Texas)
Texas
$217K -$206K -7,091 -48%
AWM
262
Aspire Wealth Management
Massachusetts
$212K +$1.28K +44 +0.6%
SPI
263
Sutton Place Investors
New York
$208K -$116 -4 -0.1%
AC
264
Apella Capital
Connecticut
$208K +$213K +7,348 New
BCA
265
Bay Colony Advisors
Massachusetts
$202K -$1.25K -43 -0.6%
GGS
266
Galvin Gaustad & Stein
Arizona
$202K +$204K +7,028 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$195K
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$162K
WP
269
WealthShield Partners
North Carolina
$116K +$435 +15 +0.4%
PTC
270
Private Trust Company
Ohio
$92.8K +$29K +1,000 +45%
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$90.6K -$31.1K -1,071 -1%
MSWM
272
Mowery & Schoenfeld Wealth Management
Illinois
$66.7K -$38.5K -1,326 -36%
GEA
273
Glen Eagle Advisors
New Jersey
$64.8K
TLA
274
Tanglewood Legacy Advisors
Texas
$58.5K
US Bancorp
275
US Bancorp
Minnesota
$54.2K