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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIP
251
RAM Investment Partners
Washington
$1.5M +$632K +19,650 +75%
WWM
252
Waterway Wealth Management
Texas
$1.5M -$47.5K -1,476 -3%
CW
253
CreativeOne Wealth
Kansas
$1.47M -$6.75K -210 -0.5%
TWP
254
Triad Wealth Partners
Kansas
$1.47M +$21K +654 +1%
IAG
255
Investmark Advisory Group
Connecticut
$1.46M +$50.3K +1,564 +4%
FIT
256
Financially in Tune
Massachusetts
$1.43M +$1.4M +43,494 New
PAM
257
Pacific Asset Management
Washington
$1.4M +$186K +5,776 +16%
GSF
258
Grove Street Fiduciary
New Hampshire
$1.39M -$25.2K -783 -2%
Boston Partners
259
Boston Partners
Massachusetts
$1.37M +$37.1K +1,152 +3%
GVAG
260
Great Valley Advisor Group
Delaware
$1.36M -$185K -5,737 -12%
FFG
261
Fiduciary Financial Group
California
$1.36M -$2.44K -76 -0.2%
Morgan Stanley
262
Morgan Stanley
New York
$1.34M +$558K +17,363 +74%
GJIA
263
Glass Jacobson Investment Advisors
Maryland
$1.34M +$94.6K +2,942 +8%
PWIA
264
Porter White Investment Advisors
Alabama
$1.34M +$17.1K +531 +1%
AWMM
265
Aegis Wealth Management (Maryland)
Maryland
$1.29M -$537K -16,685 -30%
AFP
266
ATLas Financial Planning
Georgia
$1.28M +$1.25M +38,927 New
SFC
267
Sprinkle Financial Consultants
Colorado
$1.27M +$206K +6,414 +20%
EAN
268
Excelsior Advisor Network
Colorado
$1.27M +$1.24M +38,572 New
BCM
269
Brookstone Capital Management
Illinois
$1.26M +$270K +8,393 +28%
CHAM
270
Clear Harbor Asset Management
Connecticut
$1.24M +$60.6K +1,885 +5%
BJB
271
Broadhurst Jeffrey B
$1.23M +$1.2M +37,444 New
RWP
272
Revolve Wealth Partners
New Jersey
$1.22M -$60K -1,865 -5%
WPA
273
Wealth Preservation Advisors
Tennessee
$1.21M -$68.1K -2,116 -5%
CSPIA
274
Cary Street Partners Investment Advisory
Virginia
$1.21M +$19.8K +616 +2%
AWM
275
Axxcess Wealth Management
California
$1.21M +$1.18M +36,698 New