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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FVIM
326
Fort Vancouver Investment Management
Washington
$600K
WCM
327
Warburton Capital Management
Oklahoma
$588K +$120K +3,826 +26%
AFO
328
Aurelius Family Office
New Hampshire
$579K -$62 -2 -0%
AFP
329
Ausdal Financial Partners
Iowa
$578K +$1.28K +41 +0.2%
ALWM
330
Andrews Lucia Wealth Management
California
$570K +$312 +10 +0.1%
LCM
331
Lazari Capital Management
California
$557K -$116K -3,715 -18%
Bank of New York Mellon
332
Bank of New York Mellon
New York
$548K +$537K +17,197 New
JIC
333
Joel Isaacson & Co
New York
$545K +$2.25K +72 +0.4%
AWM
334
Austin Wealth Management
Texas
$541K +$16.6K +531 +3%
IA
335
IFP Advisors
Florida
$528K +$253K +8,105 +96%
GA
336
Greenspring Advisors
Maryland
$525K +$515K +16,491 New
HA
337
Hanover Advisors
South Carolina
$522K +$49.2K +1,576 +11%
TF
338
Tandem Financial
Colorado
$521K +$511K +16,358 New
Janney Montgomery Scott
339
Janney Montgomery Scott
Pennsylvania
$515K -$781 -25 -0.2%
TSS
340
Two Sigma Securities
New York
$515K +$505K +16,160 New
VP
341
Verisail Partners
Georgia
$513K +$20.8K +665 +4%
KPWS
342
Kestra Private Wealth Services
Texas
$505K +$1.66K +53 +0.3%
EP
343
Essential Planning
New Hampshire
$505K
2L
344
25 LLC
Missouri
$498K -$56.8K -1,819 -10%
JWM
345
Johnson Wealth Management
North Dakota
$488K +$479K +15,330 New
GM
346
GeoWealth Management
Illinois
$479K +$22.9K +733 +5%
HWM
347
HB Wealth Management
Georgia
$478K -$1.34K -43 -0.3%
MWP
348
Meredith Wealth Planning
Illinois
$474K +$2.06K +66 +0.4%
CA
349
Claris Advisors
Missouri
$471K
AC
350
AlphaCore Capital
California
$462K -$218K -6,965 -32%