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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
276
Sanctuary Advisors
Indiana
$226K +$204K +6,793 New
AC
277
Apella Capital
Connecticut
$223K
SPI
278
Sutton Place Investors
New York
$219K -$3.6K -120 -2%
PNC Financial Services Group
279
PNC Financial Services Group
Pennsylvania
$212K +$37.6K +1,254 +22%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$209K
RIM
281
Rockbridge Investment Management
New York
$208K +$202K +6,747 New
PMG
282
ProVise Management Group
Florida
$207K +$201K +6,719 New
AWA
283
Acorn Wealth Advisors
Michigan
$206K +$200K +6,678 New
MFG
284
Mendota Financial Group
Wisconsin
$205K -$482K -16,067 -71%
FFM
285
Flagstone Financial Management
Nebraska
$203K +$197K +6,587 New
EGA
286
Eagle Global Advisors
Texas
$201K +$195K +6,515 New
AIM
287
Acropolis Investment Management
Missouri
$188K +$183K +6,100 New
Wells Fargo
288
Wells Fargo
California
$131K +$128K +4,266 New
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$128K +$1.13M +37,555 +41%
WP
290
WealthShield Partners
North Carolina
$125K +$390 +13 +0.3%
TRCT
291
Tower Research Capital (TRC)
New York
$115K +$112K +3,730 New
PTC
292
Private Trust Company
Ohio
$99.4K
ACA
293
Aptus Capital Advisors
Alabama
$89.3K +$75.9K +2,531 +688%
SRCM
294
Signature Resources Capital Management
California
$82.4K -$279K -9,312 -78%
MSWM
295
Mowery & Schoenfeld Wealth Management
Illinois
$71.4K
GEA
296
Glen Eagle Advisors
New Jersey
$69.3K
TLA
297
Tanglewood Legacy Advisors
Texas
$62.6K
US Bancorp
298
US Bancorp
Minnesota
$58K
MFC
299
Morris Financial Concepts
South Carolina
$53.4K
Comerica Bank
300
Comerica Bank
Texas
$50.8K +$7.97K +266 +19%