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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
251
Revolve Wealth Partners
New Jersey
$688K
RWM
252
Rockwood Wealth Management
Pennsylvania
$682K
PHWM
253
Pine Harbor Wealth Management
Maryland
$675K
LCM
254
Lazari Capital Management
California
$674K -$280K -8,854 -29%
MFA
255
McClarren Financial Advisors
Pennsylvania
$661K +$193K +6,097 +40%
QC
256
Quadrature Capital
United Kingdom
$648K +$666K +21,036 New
CPWM
257
Cypress Point Wealth Management
Texas
$643K +$29.3K +925 +5%
RCM
258
Riggs Capital Management
Utah
$636K +$655K +20,672 New
APP
259
Avantax Planning Partners
Iowa
$630K +$648K +20,473 New
KAM
260
Kraft Asset Management
Tennessee
$623K +$125K +3,950 +25%
CWM
261
CarsonAllaria Wealth Management
Illinois
$620K +$15.8K +499 +3%
AWM
262
Apollon Wealth Management
South Carolina
$619K
CAM
263
CPA Asset Management
Florida
$615K +$43.4K +1,371 +7%
MKW
264
Mullaney, Keating & Wright
Connecticut
$614K +$1.65K +52 +0.3%
GGS
265
Galvin Gaustad & Stein
Arizona
$603K +$65.3K +2,061 +12%
RWM
266
Riverchase Wealth Management
Texas
$601K +$618K +19,526 New
GLLW
267
Graves Light Lenhart Wealth
Virginia
$598K +$1.74K +55 +0.3%
AFP
268
Ausdal Financial Partners
Iowa
$591K -$2.09K -66 -0.3%
SW
269
Simplicity Wealth
New Jersey
$586K -$75.3K -2,379 -11%
WANY
270
Wealthspire Advisors (New York)
New York
$586K +$603K +19,047 New
BIP
271
Blueprint Investment Partners
North Carolina
$581K +$598K +18,874 New
RWA
272
Redmont Wealth Advisors
Illinois
$579K -$9.02K -285 -1%
LFA
273
Lauterbach Financial Advisors
Texas
$562K +$51.6K +1,631 +10%
GFM
274
GEN Financial Management
Minnesota
$547K +$563K +17,768 New
UBS Group
275
UBS Group
Switzerland
$533K +$548K +17,320 New