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DFSV

Dimensional US Small Cap Value ETF
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
XT
351
XTX Topco
Cayman Islands
$461K +$452K +14,478 New
CA
352
Clearstead Advisors
Ohio
$454K +$156 +5 +0%
CPWM
353
Cypress Point Wealth Management
Texas
$451K – – –
SWM
354
Spire Wealth Management
Virginia
$444K +$46.8K +1,499 +12%
PMIM
355
Prudent Man Investment Management
Colorado
$438K -$1.28K -41 -0.3%
NL
356
NWAM LLC
Washington
$430K – – –
LKBC
357
L.K. Benson & Company
Maryland
$429K +$164K +5,264 +64%
WA
358
Wealthstream Advisors
New York
$425K +$1.84K +59 +0.4%
RWA
359
Redmont Wealth Advisors
Illinois
$421K +$65.8K +2,107 +19%
LFA
360
Lauterbach Financial Advisors
Texas
$412K +$39.4K +1,260 +11%
AWM
361
Apollon Wealth Management
South Carolina
$408K -$55.3K -1,771 -12%
YWM
362
Yardley Wealth Management
Pennsylvania
$400K – – –
PIFP
363
Partners in Financial Planning
Virginia
$398K +$1.72K +55 +0.4%
WRPWM
364
Werba Rubin Papier Wealth Management
California
$388K -$253K -8,106 -40%
LFS
365
Lutz Financial Services
Nebraska
$376K -$62 -2 -0%
THL
366
Tillman Hartley LLC
Colorado
$371K – – –
GTAM
367
Global Trust Asset Management
Florida
$370K +$6.25K +200 +2%
ACP
368
Argyle Capital Partners
California
$353K +$65.5K +2,098 +23%
FH
369
Financial Harvest
Florida
$345K +$71.7K +2,294 +27%
VAMG
370
Voisard Asset Management Group
Michigan
$341K +$625 +20 +0.2%
FC
371
Family CFO
California
$339K – – –
FFO
372
Fortitude Family Office
Arizona
$331K -$7.15K -229 -2%
AWA
373
Arkadios Wealth Advisors
Georgia
$330K – – –
MSFS
374
Main Street Financial Solutions
Pennsylvania
$320K -$10.7K -342 -3%
EWA
375
Elevate Wealth Advisory
Georgia
$317K +$2.44K +78 +0.8%
13 14
15
16 17