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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
$1.24M -$40.5K -1,297 -3%
SA
252
Sanctuary Advisors
Indiana
$1.23M +$628K +20,088 +109%
BTWM
253
Baker Tilly Wealth Management
Wisconsin
$1.22M +$1.19M +38,192 New
GJIA
254
Glass Jacobson Investment Advisors
Maryland
$1.2M +$111K +3,563 +10%
WMN
255
Wealth Management Nebraska
Nebraska
$1.2M +$1.18M +37,663 New
PAM
256
Pacific Asset Management
Washington
$1.17M +$9.06K +290 +0.8%
CSPIA
257
Cary Street Partners Investment Advisory
Virginia
$1.15M
MBFW
258
Morton Brown Family Wealth
Pennsylvania
$1.15M
HWA
259
HMV Wealth Advisors
Louisiana
$1.14M +$31.2K +1,000 +3%
CHAM
260
Clear Harbor Asset Management
Connecticut
$1.14M +$218K +6,989 +24%
OIM
261
Oder Investment Management
California
$1.13M +$36.5K +1,169 +3%
GOCP
262
Great Oak Capital Partners
Massachusetts
$1.1M +$23.2K +743 +2%
MGW
263
MB Generational Wealth
Washington
$1.06M +$1.04M +33,328 New
DT
264
Diversified Trust
Tennessee
$1.06M
CFGA
265
Cambridge Financial Group (Arizona)
Arizona
$1.05M -$42.7K -1,366 -4%
CW
266
Curio Wealth
Maryland
$1.03M -$160K -5,117 -14%
FFM
267
Flagstone Financial Management
Nebraska
$1.03M
SFC
268
Sprinkle Financial Consultants
Colorado
$1.03M +$54.1K +1,732 +6%
FA
269
Fiduciary Alliance
South Carolina
$1.02M +$31.1K +995 +3%
AQR Capital Management
270
AQR Capital Management
Connecticut
$1.01M +$994K +31,809 New
GFM
271
GEN Financial Management
Minnesota
$1.01M -$34.4K -1,101 -3%
GAM
272
GEM Asset Management
Michigan
$984K +$43K +1,375 +5%
PCA
273
Prosperity Capital Advisors
Ohio
$982K +$63.1K +2,020 +7%
BCM
274
Brookstone Capital Management
Illinois
$953K +$287K +9,199 +44%
MWA
275
Medallion Wealth Advisors
Connecticut
$948K -$10.6K -339 -1%