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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
351
Private Trust Company
Ohio
$201K +$105K +3,314 +103%
UB
352
UMB Bank
Missouri
$178K +$183K +5,771 New
IWA
353
Icon Wealth Advisors
Texas
$171K +$176K +5,559 New
MFG
354
Mendota Financial Group
Wisconsin
$159K -$47.4K -1,498 -22%
HC
355
Hurley Capital
New York
$156K +$160K +5,063 New
MBFW
356
Morton Brown Family Wealth
Pennsylvania
$140K +$144K +4,551 New
WP
357
WealthShield Partners
North Carolina
$120K -$5K -158 -4%
Wells Fargo
358
Wells Fargo
California
$119K -$12.3K -389 -9%
SRCM
359
Signature Resources Capital Management
California
$85.4K +$3.1K +98 +4%
VWA
360
VSM Wealth Advisory
Maryland
$83.2K +$85.6K +2,704 New
GEA
361
Glen Eagle Advisors
New Jersey
$69.3K
TLA
362
Tanglewood Legacy Advisors
Texas
$62.6K
US Bancorp
363
US Bancorp
Minnesota
$58K
MFC
364
Morris Financial Concepts
South Carolina
$53.4K
RPA
365
Redwood Park Advisors
California
$51.7K +$53.2K +1,681 New
Comerica Bank
366
Comerica Bank
Texas
$51.1K +$285 +9 +0.5%
SIM
367
Studio Investment Management
Illinois
$39.4K +$40.5K +1,279 New
HNB
368
Huntington National Bank
Ohio
$32.3K
ADL
369
Asset Dedication LLC
California
$31.2K
HFS
370
Hantz Financial Services
Michigan
$31K +$28K +884 +696%
CSWM
371
Cassady Schiller Wealth Management
Ohio
$30.4K
CA
372
Clearstead Advisors
Ohio
$29.2K +$30.1K +950 New
LFG
373
Larson Financial Group
Missouri
$28.1K +$127 +4 +0.4%
SIC
374
SJS Investment Consulting
Ohio
$27.7K
CCA
375
Criterion Capital Advisors
Tennessee
$26.2K