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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Ariadne Wealth Management
California
$1.02M
HWA
302
HMV Wealth Advisors
Louisiana
$1M -$175K -5,445 -15%
PCA
303
Prosperity Capital Advisors
Ohio
$1,000K -$14.4K -448 -1%
MWA
304
Medallion Wealth Advisors
Connecticut
$993K +$13.4K +418 +1%
CPA
305
Capital Performance Advisors
California
$991K -$377K -11,728 -28%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$969K +$167K +5,207 +21%
FWM
307
FMB Wealth Management
California
$916K +$3.86K +120 +0.4%
MFA
308
McClarren Financial Advisors
Pennsylvania
$912K -$69.9K -2,172 -14%
FG
309
Foster Group
Iowa
$904K -$4.15K -129 -0.5%
WANY
310
Wealthspire Advisors (New York)
New York
$899K +$64 +2 +0%
PHWM
311
Pine Harbor Wealth Management
Maryland
$899K +$100K +3,118 +13%
Tudor Investment Corp
312
Tudor Investment Corp
Connecticut
$898K +$878K +27,312 New
CMBA
313
C.M. Bidwell & Associates
Hawaii
$859K +$2.19K +68 +0.3%
RFA
314
RTD Financial Advisors
Pennsylvania
$856K +$837K +26,021 New
CSP
315
Cary Street Partners
Virginia
$852K +$46.7K +1,452 +6%
FPI
316
Financial Plan Inc
Washington
$845K +$826K +25,689 New
BC
317
BDFS Capital
Delaware
$841K +$823K +25,577 New
TWM
318
TCFG Wealth Management
California
$839K -$47K -1,462 -5%
LWM
319
Lodestone Wealth Management
Washington
$822K -$10.5K -326 -1%
DT
320
Diversified Trust
Tennessee
$816K -$272K -8,450 -25%
RW
321
REDW Wealth
New Mexico
$813K -$3.02K -94 -0.4%
QCM
322
Quantinno Capital Management
New York
$811K +$793K +24,670 New
DFC
323
DBK Financial Counsel
Ohio
$800K +$44.4K +1,380 +6%
MKW
324
Mullaney, Keating & Wright
Connecticut
$791K +$37.1K +1,154 +5%
HSWS
325
Higgins & Schmidt Wealth Strategies
Colorado
$789K +$29.2K +909 +4%