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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
376
Bank of New York Mellon
New York
$763K -$18.5K -495 -2%
SWM
377
Spire Wealth Management
Virginia
$741K -$20.6K -550 -3%
BTWM
378
Baker Tilly Wealth Management
Wisconsin
$731K +$523 +14 +0.1%
FVIM
379
Fort Vancouver Investment Management
Washington
$720K
SCA
380
Sensenig Capital Advisors
Pennsylvania
$714K -$45.1K -1,207 -6%
Citadel Advisors
381
Citadel Advisors
Florida
$710K -$87.9K -2,353 -11%
XT
382
XTX Topco
Cayman Islands
$708K +$683K +18,264 New
DWM
383
DeLarme Wealth Management
California
$708K -$80.2K -2,145 -11%
JIC
384
Joel Isaacson & Co
New York
$701K +$52.3K +1,399 +8%
HKIMG
385
Hutchens & Kramer Investment Management Group
Indiana
$691K -$7.59K -203 -1%
CWM
386
CarsonAllaria Wealth Management
Illinois
$691K -$3.66K -98 -0.5%
CSP
387
Cary Street Partners
Virginia
$682K -$97.5K -2,609 -13%
AWP
388
Astra Wealth Partners
New Jersey
$676K -$19.8K -530 -3%
DFP
389
Donalies Financial Planning
District of Columbia
$675K +$102K +2,738 +19%
AFO
390
Aurelius Family Office
New Hampshire
$674K -$28.4K -760 -4%
EH
391
Equitable Holdings
New York
$671K -$112K -2,989 -15%
WW
392
Wright Wealth
Georgia
$645K +$4.97K +133 +0.8%
VP
393
Verisail Partners
Georgia
$638K
TF
394
Tandem Financial
Colorado
$635K -$28K -749 -4%
Janney Montgomery Scott
395
Janney Montgomery Scott
Pennsylvania
$633K +$15.7K +421 +3%
GS
396
GTS Securities
Florida
$630K +$607K +16,251 New
JWM
397
JDH Wealth Management
California
$629K -$110K -2,954 -15%
CA
398
Claris Advisors
Missouri
$618K -$49.6K -1,326 -8%
AAP
399
Arax Advisory Partners
Colorado
$605K +$283K +7,564 +94%
LWM
400
LJI Wealth Management
Indiana
$605K -$108K -2,891 -16%