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DFSV

Dimensional US Small Cap Value ETF
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
301
Wealth Preservation Advisors
Tennessee
$1.19M -$99.8K -2,825 -8%
FA
302
Fiduciary Alliance
South Carolina
$1.19M -$11.5K -326 -1%
HWM
303
HBE Wealth Management
Nebraska
$1.18M +$24.4K +691 +2%
WAG
304
Wilkerson Advisory Group
Missouri
$1.18M -$34.4K -973 -3%
CW
305
Curio Wealth
Maryland
$1.15M -$13.5K -382 -1%
GFPC
306
Global Financial Private Client
Florida
$1.14M +$931K +26,337 +418%
DFC
307
DBK Financial Counsel
Ohio
$1.13M +$283K +8,012 +33%
CAM
308
CPA Asset Management
Florida
$1.13M -$528K -14,937 -32%
RWP
309
Revolve Wealth Partners
New Jersey
$1.13M -$172K -4,869 -13%
CWA
310
Canvas Wealth Advisors
Kansas
$1.1M +$1.11M +31,444 New
GFM
311
GEN Financial Management
Minnesota
$1.1M -$7.1K -201 -0.6%
RWM
312
Riverchase Wealth Management
Texas
$1.1M +$8.62K +244 +0.8%
CIA
313
Concurrent Investment Advisors
Florida
$1.09M +$1.1M +31,190 New
PHWA
314
Petersen Hastings Wealth Advisors
Washington
$1.09M -$2.65K -75 -0.2%
SC
315
Shearwater Capital
Colorado
$1.07M +$327K +9,240 +44%
MWA
316
Medallion Wealth Advisors
Connecticut
$1.07M +$7.67K +217 +0.7%
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$1.06M +$28.6K +810 +3%
AWM
318
Ariadne Wealth Management
California
$1.04M +$70.9K +2,006 +7%
MMA
319
Miracle Mile Advisors
California
$1.04M +$1.05M +29,681 New
CPA
320
Capital Performance Advisors
California
$1.02M -$36.2K -1,023 -3%
SAM
321
Smartleaf Asset Management
Massachusetts
$1.01M -$89.9K -2,544 -8%
FTUS
322
Flow Traders U.S.
New York
$976K +$984K +27,844 New
MFA
323
McClarren Financial Advisors
Pennsylvania
$968K +$511K +14,458 +110%
FWM
324
FMB Wealth Management
California
$968K -$7.78K -220 -0.8%
PCA
325
Prosperity Capital Advisors
Ohio
$961K -$105K -2,976 -10%
11 12
13
14 15