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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
251
Wedmont Private Capital
Pennsylvania
$1.91M +$55.9K +1,582 +3%
MWA
252
Monograph Wealth Advisors
California
$1.9M +$106 +3 +0%
DWM
253
Dopkins Wealth Management
New York
$1.89M +$23.7K +671 +1%
FFS
254
Founders Financial Securities
Maryland
$1.89M +$42.6K +1,204 +2%
SMA
255
Sage Mountain Advisors
Georgia
$1.88M +$1.9M +53,769 New
RWM
256
Rockwood Wealth Management
Pennsylvania
$1.81M +$91.9K +2,600 +5%
TSWM
257
Triangle Securities Wealth Management
North Carolina
$1.79M +$1.48M +41,824 +450%
HWA
258
HMV Wealth Advisors
Louisiana
$1.75M +$686K +19,400 +64%
CCM
259
Cloud Capital Management
Washington
$1.73M +$4.98K +141 +0.3%
MWM
260
Mission Wealth Management
California
$1.72M -$206K -5,838 -11%
DWA
261
Delap Wealth Advisory
Oregon
$1.71M
HA
262
HFG Advisors
Ohio
$1.69M +$53.9K +1,524 +3%
GVAG
263
Great Valley Advisor Group
Delaware
$1.69M +$243K +6,882 +17%
AFP
264
ATLas Financial Planning
Georgia
$1.69M +$324K +9,169 +24%
FIT
265
Financially in Tune
Massachusetts
$1.68M +$156K +4,423 +10%
Morgan Stanley
266
Morgan Stanley
New York
$1.68M +$248K +7,026 +17%
Brown Advisory
267
Brown Advisory
Maryland
$1.67M +$860K +24,337 +104%
AAM
268
Austin Asset Management
Texas
$1.66M
MA
269
Mutual Advisors
Nebraska
$1.66M +$52.6K +1,489 +3%
PPF
270
Pacific Park Financial
California
$1.66M +$1.68M +47,451 New
GAM
271
Gemmer Asset Management
California
$1.65M -$14.9K -422 -0.9%
FFG
272
Fiduciary Financial Group
California
$1.65M +$202K +5,708 +14%
RFA
273
RTD Financial Advisors
Pennsylvania
$1.63M +$727K +20,561 +79%
KW
274
Keyvantage Wealth
Pennsylvania
$1.6M -$270K -7,630 -14%
CW
275
CreativeOne Wealth
Kansas
$1.6M +$35.8K +1,014 +2%