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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MEG
326
Millstone Evans Group
Colorado
$269K +$276K +8,732 New
MFG
327
Merit Financial Group
Georgia
$263K +$270K +8,540 New
FH
328
Financial Harvest
Florida
$263K +$270K +8,537 New
APG
329
Abacus Planning Group
South Carolina
$261K +$190 +6 +0.1%
APC
330
Aspire Private Capital
North Carolina
$260K +$7.95K +251 +3%
AWA
331
Arkadios Wealth Advisors
Georgia
$256K
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$255K -$3.8M -119,855 -94%
BWMG
333
Bannerman Wealth Management Group
Texas
$253K +$260K +8,206 New
AFGAS
334
Allegiance Financial Group Advisory Services
Virginia
$243K +$2.38K +75 +1%
SF
335
Safeguard Financial
Wisconsin
$239K +$246K +7,767 New
HFA
336
Highland Financial Advisors
New Jersey
$239K +$246K +7,771 New
MWA
337
Mills Wealth Advisors
Texas
$236K +$243K +7,671 New
GVAG
338
Great Valley Advisor Group
Delaware
$234K +$241K +7,623 New
SA
339
Sanctuary Advisors
Indiana
$227K +$9.18K +290 +4%
AC
340
Apella Capital
Connecticut
$226K +$127 +4 +0.1%
SAI
341
Savvy Advisors Inc
New York
$223K +$230K +7,255 New
DAS
342
Dynamic Advisor Solutions
Arizona
$222K +$228K +7,212 New
SPI
343
Sutton Place Investors
New York
$218K
LWM
344
Lionshead Wealth Management
New York
$216K +$222K +7,010 New
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$212K
LKBC
346
L.K. Benson & Company
Maryland
$210K +$216K +6,830 New
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$209K
RIM
348
Rockbridge Investment Management
New York
$208K
FFM
349
Flagstone Financial Management
Nebraska
$207K +$4.21K +133 +2%
ATPW
350
Ashton Thomas Private Wealth
Arizona
$206K +$212K +6,707 New