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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
351
Simplicity Wealth
New Jersey
$243K -$315K -10,406 -55%
APG
352
Abacus Planning Group
South Carolina
$239K +$182 +6 +0.1%
APC
353
Aspire Private Capital
North Carolina
$238K +$756 +25 +0.3%
MEG
354
Millstone Evans Group
Colorado
$238K -$8.84K -292 -3%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$232K +$249K +8,231 New
CAM
356
Cresset Asset Management
Illinois
$223K +$240K +7,919 New
AFGAS
357
Allegiance Financial Group Advisory Services
Virginia
$223K +$666 +22 +0.3%
BAM
358
Bayshore Asset Management
Florida
$220K +$237K +7,817 New
HFA
359
Highland Financial Advisors
New Jersey
$219K
BFG
360
Berger Financial Group
Minnesota
$219K +$235K +7,768 New
RWM
361
Rialto Wealth Management
New York
$218K -$42.8K -1,413 -15%
CCA
362
Clarity Capital Advisors
Florida
$217K +$233K +7,693 New
LKBC
363
L.K. Benson & Company
Maryland
$214K +$22.9K +758 +11%
IWC
364
Infinity Wealth Counsel
Ohio
$209K +$225K +7,430 New
PWMG
365
Pioneer Wealth Management Group
Texas
$202K +$217K +7,180 New
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$193K
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$191K
PTC
368
Private Trust Company
Ohio
$184K
UB
369
UMB Bank
Missouri
$162K
HC
370
Hurley Capital
New York
$153K +$11.5K +380 +8%
MFG
371
Mendota Financial Group
Wisconsin
$142K -$3.75K -124 -2%
WP
372
WealthShield Partners
North Carolina
$110K +$333 +11 +0.3%
SRCM
373
Signature Resources Capital Management
California
$84.4K +$6.81K +225 +8%
SPIA
374
Steward Partners Investment Advisory
New York
$84.1K -$873K -28,849 -91%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$80.2K -$309K -10,197 -78%