We are live on ! Find out more
DFSV

Dimensional US Small Cap Value ETF
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
301
Asset Dedication LLC
California
$31.2K – – –
CSWM
302
Cassady Schiller Wealth Management
Ohio
$30.4K – – –
LFG
303
Larson Financial Group
Missouri
$28K +$90 +3 +0.3%
SIC
304
SJS Investment Consulting
Ohio
$27.7K – – –
PCA
305
Providence Capital Advisors
North Carolina
$27.6K – – –
GRP
306
Global Retirement Partners
California
$26.4K -$480 -16 -2%
CCA
307
Criterion Capital Advisors
Tennessee
$26.2K – – –
PA
308
Parallel Advisors
California
$20.9K – – –
NB
309
NBT Bank
New York
$15.9K +$15.5K +516 New
GWSG
310
GPS Wealth Strategies Group
Colorado
$13.4K – – –
DF
311
DecisionPoint Financial
Arizona
$12.6K – – –
TCM
312
TruNorth Capital Management
Michigan
$11.5K +$11.1K +372 New
GWANC
313
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.3K – – –
IA
314
IFP Advisors
Florida
$8.62K +$8.39K +280 New
EFP
315
EnRich Financial Partners
Wisconsin
$8.38K – – –
SAM
316
Smartleaf Asset Management
Massachusetts
$6.08K – – –
JWA
317
JFS Wealth Advisors
Pennsylvania
$4.77K – – –
CWP
318
Concord Wealth Partners
Virginia
$4.61K +$30 +1 +0.7%
VCM
319
Versant Capital Management
Arizona
$4.25K – – –
HFS
320
Hantz Financial Services
Michigan
$4K +$3.81K +127 New
AWM
321
Avondale Wealth Management
Texas
$3.89K +$959 +32 +34%
TAM
322
Tucker Asset Management
Colorado
$3.08K – – –
GI
323
GAMMA Investing
California
$2.99K – – –
GFPC
324
Global Financial Private Client
Florida
$2.31K +$599 +20 +36%
HR
325
Howe & Rusling
New York
$1.85K – – –
10 11 12
13
14