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DFSV

Dimensional US Small Cap Value ETF
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
351
Keyvantage Wealth
Pennsylvania
$913K -$827K -22,118 -48%
RW
352
REDW Wealth
New Mexico
$900K -$45.1K -1,207 -5%
CCC
353
Compass Capital Corp
Massachusetts
$897K -$48K -1,284 -5%
VCP
354
Vista Capital Partners
Oregon
$893K +$449 +12 +0.1%
PCA
355
Prosperity Capital Advisors
Ohio
$893K -$165K -4,415 -16%
ASN
356
Advisory Services Network
Georgia
$887K +$3.7K +99 +0.4%
CIA
357
Compass Ion Advisors
Pennsylvania
$863K -$40.4K -1,081 -5%
PAG
358
Private Advisory Group
Washington
$858K +$827K +22,129 New
CWP
359
Cyndeo Wealth Partners
Florida
$835K -$187 -5 -0%
KFAS
360
Keating Financial Advisory Services
Kansas
$824K -$38.8K -1,037 -5%
NL
361
NWAM LLC
Washington
$814K +$90.8K +2,428 +13%
VW
362
Vantus Wealth
Pennsylvania
$804K +$775K +20,730 New
LFA
363
Lauterbach Financial Advisors
Texas
$801K -$7.18K -192 -0.9%
CFO
364
CVA Family Office
Colorado
$793K -$10.1K -270 -1%
ALWM
365
Andrews Lucia Wealth Management
California
$792K +$106K +2,841 +16%
AWM
366
Avondale Wealth Management
Texas
$790K – – –
DI
367
Disciplined Investments
Oklahoma
$784K -$52.4K -1,401 -6%
CPW
368
Cogent Private Wealth
Florida
$783K +$47.7K +1,277 +7%
CL
369
CLG LLC
California
$778K -$45.6K -1,220 -6%
GBFP
370
Golden Bell Financial Planning
Georgia
$777K -$76.8K -2,054 -9%
PCM
371
Peirce Capital Management
Texas
$773K – – –
PA
372
Powerhouse Assets
Massachusetts
$772K +$1.2K +32 +0.2%
PWA
373
Physician Wealth Advisors
Utah
$771K +$3.85K +103 +0.5%
HA
374
Hanover Advisors
South Carolina
$770K +$7.4K +198 +1%
GLLW
375
Graves Light Lenhart Wealth
Virginia
$765K +$1.76K +47 +0.2%
13 14
15
16 17