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DFSV

Dimensional US Small Cap Value ETF
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
401
Eldridge Investment Advisors
New Hampshire
$601K +$579K +15,482 New
OFS
402
Opus Financial Solutions
Illinois
$599K +$24.7K +660 +4%
SWM
403
Silverlake Wealth Management
Vermont
$599K +$77.1K +2,062 +15%
2L
404
25 LLC
Missouri
$598K +$1.08K +29 +0.2%
KPWS
405
Kestra Private Wealth Services
Texas
$588K -$52.4K -1,401 -8%
MWP
406
Meredith Wealth Planning
Illinois
$582K +$1.94K +52 +0.3%
HWM
407
HB Wealth Management
Georgia
$582K – – –
BCA
408
Bay Colony Advisors
Massachusetts
$581K +$4.49K +120 +0.8%
AC
409
AlphaCore Capital
California
$580K +$5.16K +138 +0.9%
LCM
410
Lazari Capital Management
California
$579K +$1.01K +27 +0.2%
PMIM
411
Prudent Man Investment Management
Colorado
$577K -$449 -12 -0.1%
SIM
412
Stratos Investment Management
Ohio
$563K -$49.6K -1,328 -8%
PIFP
413
Partners in Financial Planning
Virginia
$559K +$1.91K +51 +0.4%
SWP
414
Stratos Wealth Partners
Ohio
$551K +$531K +14,196 New
CPWM
415
Cypress Point Wealth Management
Texas
$549K – – –
CFGA
416
Cambridge Financial Group (Arizona)
Arizona
$542K -$166K -4,445 -24%
OPWM
417
Oakwell Private Wealth Management
Texas
$535K +$515K +13,789 New
CWM
418
Capstone Wealth Management
Montana
$532K +$6.39K +171 +1%
EP
419
Essential Planning
New Hampshire
$529K -$31.2K -834 -6%
GPA
420
Garrison Point Advisors
California
$526K +$222K +5,945 +78%
JWM
421
Johnson Wealth Management
North Dakota
$525K -$39.2K -1,050 -7%
ADL
422
Asset Dedication LLC
California
$524K +$214K +5,729 +74%
IA
423
IFP Advisors
Florida
$519K -$120K -3,198 -19%
CA
424
Clearstead Advisors
Ohio
$516K -$64.4K -1,724 -11%
FTUS
425
Flow Traders U.S.
New York
$512K -$547K -14,642 -53%
15 16
17
18 19