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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
Hemington Wealth Management
Virginia
$172K -$1.37M -49,407 -89%
UB
402
UMB Bank
Missouri
$170K
MFG
403
Mendota Financial Group
Wisconsin
$148K
Wells Fargo
404
Wells Fargo
California
$146K +$61.4K +2,216 +80%
WP
405
WealthShield Partners
North Carolina
$116K +$498 +18 +0.5%
LAM
406
LOM Asset Management
$103K +$96.9K +3,500 New
AWM
407
AE Wealth Management
Kansas
$101K +$76.3K +2,756 +404%
SRCM
408
Signature Resources Capital Management
California
$91.1K +$2.63K +95 +3%
MEG
409
Millstone Evans Group
Colorado
$87K -$152K -5,484 -65%
SPIA
410
Steward Partners Investment Advisory
New York
$86.8K -$1.14K -41 -1%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$83.8K
VWA
412
VSM Wealth Advisory
Maryland
$79.6K
GEA
413
Glen Eagle Advisors
New Jersey
$66.2K
TLA
414
Tanglewood Legacy Advisors
Texas
$59.9K
CA
415
CoreCap Advisors
Michigan
$57.2K +$53.9K +1,945 New
BIG
416
Brooklyn Investment Group
New York
$54.8K +$51.6K +1,863 New
MFC
417
Morris Financial Concepts
South Carolina
$51K
RPA
418
Redwood Park Advisors
California
$47.2K -$2.1K -76 -5%
AAP
419
Arax Advisory Partners
Colorado
$39.1K -$4.6K -166 -11%
Comerica Bank
420
Comerica Bank
Texas
$36.6K -$12.3K -445 -26%
BGWM
421
Bridge Generations Wealth Management
Florida
$32.7K
US Bancorp
422
US Bancorp
Minnesota
$30K
LFG
423
Larson Financial Group
Missouri
$27K +$111 +4 +0.4%
SIC
424
SJS Investment Consulting
Ohio
$26.5K
PCA
425
Providence Capital Advisors
North Carolina
$26.3K +$24.8K +895 New