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DFSV

Dimensional US Small Cap Value ETF
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
251
HMV Wealth Advisors
Louisiana
$1.03M -$219K -7,900 -18%
CFGA
252
Cambridge Financial Group (Arizona)
Arizona
$1.01M -$178K -6,445 -16%
OIM
253
Oder Investment Management
California
$1.01M -$12.4K -449 -1%
GJIA
254
Glass Jacobson Investment Advisors
Maryland
$1.01M +$109K +3,936 +13%
DT
255
Diversified Trust
Tennessee
$978K – – –
GFM
256
GEN Financial Management
Minnesota
$962K +$69.8K +2,520 +8%
FFM
257
Flagstone Financial Management
Nebraska
$950K +$893K +32,265 New
MFG
258
Merit Financial Group
Georgia
$919K +$579K +20,903 +202%
FA
259
Fiduciary Alliance
South Carolina
$918K +$864K +31,188 New
MWA
260
Medallion Wealth Advisors
Connecticut
$909K +$23.5K +850 +3%
SFC
261
Sprinkle Financial Consultants
Colorado
$898K +$59.3K +2,141 +8%
GAM
262
GEM Asset Management
Michigan
$894K +$100K +3,625 +14%
AWM
263
Ariadne Wealth Management
California
$875K -$58.4K -2,109 -7%
TWM
264
TCFG Wealth Management
California
$856K -$10.3K -373 -1%
CHAM
265
Clear Harbor Asset Management
Connecticut
$851K +$124K +4,481 +18%
SFA
266
Sequoia Financial Advisors
Ohio
$849K – – –
PCA
267
Prosperity Capital Advisors
Ohio
$849K +$134K +4,842 +20%
RW
268
REDW Wealth
New Mexico
$845K +$16.1K +582 +2%
FG
269
Foster Group
Iowa
$839K +$790K +28,515 New
RWM
270
Riverchase Wealth Management
Texas
$828K +$239K +8,616 +44%
CMBA
271
C.M. Bidwell & Associates
Hawaii
$808K +$65.3K +2,360 +9%
FWM
272
FMB Wealth Management
California
$807K -$154K -5,577 -17%
WANY
273
Wealthspire Advisors (New York)
New York
$805K +$230K +8,293 +44%
MFA
274
McClarren Financial Advisors
Pennsylvania
$796K +$324K +11,718 +76%
CWP
275
Cyndeo Wealth Partners
Florida
$792K +$1.38K +50 +0.2%
9 10
11
12 13