We are live on ! Find out more
DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Smartleaf Asset Management
Massachusetts
$1.14M
MFA
327
McClarren Financial Advisors
Pennsylvania
$1.12M +$48.5K +1,298 +5%
FPI
328
Financial Plan Inc
Washington
$1.12M +$115K +3,074 +12%
MWA
329
Medallion Wealth Advisors
Connecticut
$1.12M -$57.5K -1,539 -5%
CPA
330
Capital Performance Advisors
California
$1.11M -$17.5K -468 -2%
CAM
331
CPA Asset Management
Florida
$1.1M -$139K -3,730 -12%
FWM
332
FMB Wealth Management
California
$1.08M +$9.46K +253 +0.9%
GM
333
GeoWealth Management
Illinois
$1.07M +$114K +3,060 +13%
LWM
334
Lodestone Wealth Management
Washington
$1.06M +$46K +1,231 +5%
FG
335
Foster Group
Iowa
$1.05M +$1.72K +46 +0.2%
FF
336
Friday Financial
Iowa
$1.04M +$408K +10,914 +68%
TIA
337
TCFG Investment Advisors
California
$1.03M +$59.5K +1,593 +6%
AFG
338
Atomi Financial Group
New York
$1.01M +$745K +19,936 +323%
PHWM
339
Pine Harbor Wealth Management
Maryland
$992K
Nuveen
340
Nuveen
North Carolina
$989K +$953K +25,493 New
CMBA
341
C.M. Bidwell & Associates
Hawaii
$987K +$36.1K +967 +4%
MWM
342
Mattern Wealth Management
Kansas
$970K +$934K +25,000 New
DT
343
Diversified Trust
Tennessee
$962K
MA
344
MSA Advisors
California
$962K
QCM
345
Quantinno Capital Management
New York
$954K +$301K +8,041 +49%
BEAM
346
Baker Ellis Asset Management
Washington
$950K +$26.2K +700 +3%
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
$946K +$912K +24,400 New
HSWS
348
Higgins & Schmidt Wealth Strategies
Colorado
$941K -$29.1K -779 -3%
MKW
349
Mullaney, Keating & Wright
Connecticut
$937K +$2.13K +57 +0.2%
CAM
350
Clark Asset Management
New Hampshire
$930K +$897 +24 +0.1%