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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
CVA Family Office
Colorado
$741K -$38.4K -1,228 -5%
MFG
302
Merit Financial Group
Georgia
$741K -$249K -7,964 -25%
VWA
303
Valued Wealth Advisors
Utah
$740K +$62 +2 +0%
GBFP
304
Golden Bell Financial Planning
Georgia
$738K +$44.7K +1,432 +7%
HSWS
305
Higgins & Schmidt Wealth Strategies
Colorado
$735K
VCP
306
Vista Capital Partners
Oregon
$733K -$5.78K -185 -0.8%
DFC
307
DBK Financial Counsel
Ohio
$730K +$168K +5,388 +31%
MKW
308
Mullaney, Keating & Wright
Connecticut
$729K +$19.9K +637 +3%
W
309
WorthPointe
California
$725K +$712K +22,783 New
VT
310
Vise Technologies
New York
$711K +$698K +22,334 New
SC
311
Shearwater Capital
Colorado
$706K +$67.9K +2,173 +11%
CL
312
CLG LLC
California
$701K -$15.8K -505 -2%
FF
313
Friday Financial
Iowa
$683K +$22.1K +709 +3%
BCA
314
Bay Colony Advisors
Massachusetts
$658K +$234K +7,495 +57%
HKIMG
315
Hutchens & Kramer Investment Management Group
Indiana
$650K
AWM
316
Avondale Wealth Management
Texas
$647K
PCM
317
Peirce Capital Management
Texas
$635K
CWM
318
CarsonAllaria Wealth Management
Illinois
$630K -$15.7K -501 -2%
GLLW
319
Graves Light Lenhart Wealth
Virginia
$624K +$1.84K +59 +0.3%
PWA
320
Physician Wealth Advisors
Utah
$622K -$55.1K -1,765 -8%
FLPIM
321
F.L. Putnam Investment Management
Massachusetts
$621K -$128K -4,109 -17%
JWM
322
JDH Wealth Management
California
$611K
CCC
323
Compass Capital Corp
Massachusetts
$610K -$581K -18,595 -49%
AWP
324
Astra Wealth Partners
New Jersey
$609K -$1.13K -36 -0.2%
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$608K -$180K -5,761 -23%