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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
401
Shore Point Advisors
New Jersey
$234K +$2.5K +80 +1%
RWM
402
Rialto Wealth Management
New York
$233K -$5.56K -178 -2%
KRW
403
Kaufman Rossin Wealth
Florida
$228K
SPI
404
Sutton Place Investors
New York
$221K
MWA
405
Mills Wealth Advisors
Texas
$218K +$437 +14 +0.2%
SW
406
Simplicity Wealth
New Jersey
$217K +$213K +6,811 New
RIM
407
Rockbridge Investment Management
New York
$215K +$211K +6,747 New
HC
408
Hurley Capital
New York
$215K +$16.2K +519 +8%
ATPW
409
Ashton Thomas Private Wealth
Arizona
$210K +$206K +6,593 New
AFG
410
Altiora Financial Group
Ohio
$210K -$1.59M -50,927 -89%
PTC
411
Private Trust Company
Ohio
$208K
FWM
412
Fortress Wealth Management
California
$204K +$200K +6,393 New
AWM
413
AE Wealth Management
Kansas
$186K +$75.1K +2,404 +70%
UB
414
UMB Bank
Missouri
$184K
EWA
415
EverSource Wealth Advisors
Alabama
$183K -$11.9K -382 -6%
HWM
416
Hemington Wealth Management
Virginia
$176K -$10.5K -336 -6%
SWP
417
Strategic Wealth Partners
Ohio
$146K +$144K +4,599 New
MFG
418
Mendota Financial Group
Wisconsin
$132K -$27.9K -893 -18%
WP
419
WealthShield Partners
North Carolina
$126K +$562 +18 +0.5%
LAM
420
LOM Asset Management
$111K
SRCM
421
Signature Resources Capital Management
California
$98.5K
Fifth Third Bancorp
422
Fifth Third Bancorp
Ohio
$90.7K
VWA
423
VSM Wealth Advisory
Maryland
$86.1K
GEA
424
Glen Eagle Advisors
New Jersey
$71.6K
SA
425
Seneschal Advisors
Washington
$65.2K +$64K +2,048 New