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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
376
Kestra Private Wealth Services
Texas
$528K +$6.56K +204 +1%
2L
377
25 LLC
Missouri
$527K +$11.8K +366 +2%
JWM
378
Johnson Wealth Management
North Dakota
$519K +$14.5K +450 +3%
LCM
379
Lazari Capital Management
California
$517K -$56.5K -1,758 -10%
GM
380
GeoWealth Management
Illinois
$504K +$9.13K +284 +2%
Janney Montgomery Scott
381
Janney Montgomery Scott
Pennsylvania
$499K -$32.5K -1,010 -6%
WW
382
Wright Wealth
Georgia
$498K +$487K +15,128 New
MWP
383
Meredith Wealth Planning
Illinois
$496K +$5.92K +184 +1%
AWM
384
Austin Wealth Management
Texas
$495K -$88K -2,736 -16%
HWM
385
HB Wealth Management
Georgia
$493K
DFP
386
Donalies Financial Planning
District of Columbia
$482K +$471K +14,643 New
AC
387
AlphaCore Capital
California
$478K +$772 +24 +0.2%
EP
388
Essential Planning
New Hampshire
$477K -$43.6K -1,357 -9%
5NPW
389
55 North Private Wealth
Florida
$477K +$466K +14,493 New
CPWM
390
Cypress Point Wealth Management
Texas
$466K
OFS
391
Opus Financial Solutions
Illinois
$460K +$450K +13,995 New
RWA
392
Redmont Wealth Advisors
Illinois
$452K +$16.7K +518 +4%
CWM
393
Capstone Wealth Management
Montana
$450K +$440K +13,669 New
NL
394
NWAM LLC
Washington
$444K
LKBC
395
L.K. Benson & Company
Maryland
$442K -$418 -13 -0.1%
VAMG
396
Voisard Asset Management Group
Michigan
$439K +$84.9K +2,640 +25%
THL
397
Tillman Hartley LLC
Colorado
$438K +$53.1K +1,651 +14%
HW
398
Hancock Whitney
Mississippi
$437K +$154K +4,784 +56%
CA
399
Clearstead Advisors
Ohio
$437K -$30.8K -959 -7%
BAM
400
Belpointe Asset Management
Nevada
$416K +$407K +12,655 New