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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGA
376
Cambridge Financial Group (Arizona)
Arizona
$646K -$510K -14,424 -44%
AFO
377
Aurelius Family Office
New Hampshire
$635K -$1.02K -29 -0.2%
HKIMG
378
Hutchens & Kramer Investment Management Group
Indiana
$631K +$3.85K +109 +0.6%
AWP
379
Astra Wealth Partners
New Jersey
$629K
CWM
380
CarsonAllaria Wealth Management
Illinois
$628K -$57.6K -1,631 -8%
ALWM
381
Andrews Lucia Wealth Management
California
$616K -$9.9K -280 -2%
CA
382
Claris Advisors
Missouri
$605K +$15.3K +432 +3%
FDS
383
Freedom Day Solutions
Texas
$601K +$606K +17,153 New
TF
384
Tandem Financial
Colorado
$600K +$605K +17,122 New
WWM
385
Waterway Wealth Management
Texas
$586K -$1.02M -28,887 -63%
JIC
386
Joel Isaacson & Co
New York
$584K -$18.3K -519 -3%
IA
387
IFP Advisors
Florida
$581K
KPWS
388
Kestra Private Wealth Services
Texas
$581K +$17.8K +503 +3%
QCM
389
Quantinno Capital Management
New York
$580K -$287K -8,107 -33%
WW
390
Wright Wealth
Georgia
$578K +$48.4K +1,369 +9%
PMIM
391
Prudent Man Investment Management
Colorado
$577K
VP
392
Verisail Partners
Georgia
$576K
FF
393
Friday Financial
Iowa
$562K -$240K -6,794 -30%
Janney Montgomery Scott
394
Janney Montgomery Scott
Pennsylvania
$557K +$25.8K +730 +5%
SIM
395
Stratos Investment Management
Ohio
$555K -$283K -8,011 -34%
2L
396
25 LLC
Missouri
$540K -$21.6K -612 -4%
CA
397
Clearstead Advisors
Ohio
$526K +$60.9K +1,724 +13%
HWM
398
HB Wealth Management
Georgia
$526K
MWP
399
Meredith Wealth Planning
Illinois
$524K -$4.63K -131 -0.9%
LCM
400
Lazari Capital Management
California
$522K -$29.5K -835 -5%