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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VW
351
Vantus Wealth
Pennsylvania
$652K +$638K +19,828 New
PWA
352
Physician Wealth Advisors
Utah
$646K +$3.25K +101 +0.5%
GLLW
353
Graves Light Lenhart Wealth
Virginia
$646K +$1.86K +58 +0.3%
CWM
354
CarsonAllaria Wealth Management
Illinois
$643K -$7.69K -239 -1%
JWM
355
JDH Wealth Management
California
$631K
BTWM
356
Baker Tilly Wealth Management
Wisconsin
$629K -$614K -19,079 -50%
EH
357
Equitable Holdings
New York
$623K +$609K +18,930 New
FVIM
358
Fort Vancouver Investment Management
Washington
$620K
HA
359
Hanover Advisors
South Carolina
$617K +$75.7K +2,354 +14%
AFO
360
Aurelius Family Office
New Hampshire
$613K -$482 -15 -0.1%
CPW
361
Cogent Private Wealth
Florida
$592K +$579K +18,014 New
AWP
362
Astra Wealth Partners
New Jersey
$590K -$37.7K -1,173 -6%
HKIMG
363
Hutchens & Kramer Investment Management Group
Indiana
$589K -$80.9K -2,514 -12%
ALWM
364
Andrews Lucia Wealth Management
California
$588K -$804 -25 -0.1%
PMIM
365
Prudent Man Investment Management
Colorado
$577K +$107K +3,315 +23%
PA
366
Powerhouse Assets
Massachusetts
$574K +$561K +17,447 New
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$574K -$52.8K -1,641 -9%
JIC
368
Joel Isaacson & Co
New York
$565K +$2.25K +70 +0.4%
SWM
369
Spire Wealth Management
Virginia
$565K +$104K +3,238 +23%
SCM
370
SB Capital Management
California
$559K +$547K +17,006 New
FLPIM
371
F.L. Putnam Investment Management
Massachusetts
$555K -$84.6K -2,631 -13%
CA
372
Claris Advisors
Missouri
$553K +$26.1K +810 +5%
IA
373
IFP Advisors
Florida
$545K
VP
374
Verisail Partners
Georgia
$541K +$10.9K +338 +2%
CAM
375
Clark Asset Management
New Hampshire
$536K +$204K +6,354 +64%