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DFSV

Dimensional US Small Cap Value ETF
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
401
Fortis Capital Advisors
Kansas
$416K +$407K +12,655 New
YWM
402
Yardley Wealth Management
Pennsylvania
$413K – – –
PIFP
403
Partners in Financial Planning
Virginia
$413K +$1.74K +54 +0.4%
WRPWM
404
Werba Rubin Papier Wealth Management
California
$409K +$8.04K +250 +2%
LFS
405
Lutz Financial Services
Nebraska
$398K +$9.42K +293 +2%
ACP
406
Argyle Capital Partners
California
$372K +$6.98K +217 +2%
FC
407
Family CFO
California
$369K +$18.4K +571 +5%
EWA
408
Elevate Wealth Advisory
Georgia
$362K +$33.9K +1,053 +11%
FF
409
Frankly Finances
Florida
$359K +$351K +10,901 New
PWM
410
Platform Wealth Management
Utah
$357K +$349K +10,853 New
AIM
411
Acropolis Investment Management
Missouri
$356K +$54.8K +1,705 +19%
TCM
412
Triumph Capital Management
Colorado
$352K +$344K +10,698 New
LCM
413
Liberty Capital Management
Michigan
$347K +$62.4K +1,939 +23%
TI
414
tru Independence
Oregon
$346K +$338K +10,514 New
IWC
415
Infinity Wealth Counsel
Ohio
$345K +$41.2K +1,280 +14%
FFO
416
Fortitude Family Office
Arizona
$336K -$5.15K -160 -2%
AWA
417
Arkadios Wealth Advisors
Georgia
$330K -$10.6K -330 -3%
AWM
418
Apollon Wealth Management
South Carolina
$330K -$90.1K -2,800 -22%
BCA
419
Bay Colony Advisors
Massachusetts
$327K -$345K -10,731 -52%
CCA
420
Clarity Capital Advisors
Florida
$319K +$62.6K +1,946 +25%
USCWA
421
U.S. Capital Wealth Advisors
Texas
$319K -$4.31K -134 -1%
BHWM
422
Beaird Harris Wealth Management
Texas
$315K +$1.32K +41 +0.4%
KWA
423
Kondo Wealth Advisors
California
$313K -$13.1K -408 -4%
OC
424
Optima Capital
Oregon
$309K +$675 +21 +0.2%
TSWM
425
Triangle Securities Wealth Management
North Carolina
$306K +$27.1K +842 +10%
15 16
17
18 19