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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
301
Founders Financial Securities
Maryland
$392K +$71.2K +2,250 +21%
OIM
302
Oder Investment Management
California
$389K +$400K +12,645 New
Cetera Investment Advisers
303
Cetera Investment Advisers
Illinois
$381K +$391K +12,364 New
SWM
304
Spire Wealth Management
Virginia
$366K +$48.6K +1,536 +15%
DFC
305
DBK Financial Counsel
Ohio
$340K
MSFS
306
Main Street Financial Solutions
Pennsylvania
$330K -$28.7K -906 -8%
WWA
307
WCG Wealth Advisors
Nevada
$327K -$13.5K -427 -4%
AWM
308
Ariadne Wealth Management
California
$324K
AIM
309
Archer Investment Management
Texas
$318K +$327K +10,339 New
EWA
310
Elevate Wealth Advisory
Georgia
$304K +$49K +1,548 +19%
USCWA
311
U.S. Capital Wealth Advisors
Texas
$303K -$14.2K -449 -4%
MWM
312
Mission Wealth Management
California
$302K -$120K -3,790 -28%
CW
313
CreativeOne Wealth
Kansas
$302K +$8.42K +266 +3%
IFG
314
Independent Financial Group
California
$300K +$11.9K +377 +4%
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$298K +$5.99K +189 +2%
BCA
316
Bay Colony Advisors
Massachusetts
$297K -$7.76K -245 -2%
BHWM
317
Beaird Harris Wealth Management
Texas
$292K
KWA
318
Kondo Wealth Advisors
California
$290K +$299K +9,436 New
RIP
319
RAM Investment Partners
Washington
$288K +$33.6K +1,061 +13%
NFP
320
Narus Financial Partners
Utah
$286K -$13.5K -426 -4%
OC
321
Optima Capital
Oregon
$286K +$295K +9,303 New
KW
322
Keyvantage Wealth
Pennsylvania
$284K +$293K +9,240 New
RWM
323
Rialto Wealth Management
New York
$281K +$289K +9,142 New
KPWS
324
Kestra Private Wealth Services
Texas
$277K -$8.2K -259 -3%
AIM
325
Acropolis Investment Management
Missouri
$270K +$85K +2,683 +44%