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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
Selective Wealth Management
Virginia
$507K -$12.5K -335 -3%
WWM
427
Waterway Wealth Management
Texas
$488K -$155K -4,146 -25%
YWM
428
Yardley Wealth Management
Pennsylvania
$488K
WRPWM
429
Werba Rubin Papier Wealth Management
California
$485K +$1.38K +37 +0.3%
IWC
430
Infinity Wealth Counsel
Ohio
$479K +$40.2K +1,075 +10%
LFS
431
Lutz Financial Services
Nebraska
$479K +$1.38K +37 +0.3%
LAM
432
LOM Asset Management
$465K +$295K +7,900 +193%
ACP
433
Argyle Capital Partners
California
$460K +$10.8K +290 +3%
AWM
434
Austin Wealth Management
Texas
$448K -$37 -1 -0%
AWM
435
AE Wealth Management
Kansas
$439K +$75.7K +2,026 +22%
FC
436
Family CFO
California
$435K
EWA
437
Elevate Wealth Advisory
Georgia
$431K +$449 +12 +0.1%
VAMG
438
Voisard Asset Management Group
Michigan
$431K -$83.7K -2,238 -17%
EFH
439
Eaton Financial Holdings
Florida
$430K +$414K +11,081 New
HNB
440
Huntington National Bank
Ohio
$428K
Natixis Advisors
441
Natixis Advisors
Massachusetts
$427K +$412K +11,014 New
CWP
442
Concord Wealth Partners
Virginia
$426K +$76.4K +2,043 +23%
FF
443
Frankly Finances
Florida
$423K
BAM
444
Belpointe Asset Management
Nevada
$421K
FCA
445
Fortis Capital Advisors
Kansas
$421K
LCM
446
Liberty Capital Management
Michigan
$413K +$398K +10,647 New
TI
447
tru Independence
Oregon
$408K
LKBC
448
L.K. Benson & Company
Maryland
$405K -$14.5K -389 -4%
AWA
449
Arkadios Wealth Advisors
Georgia
$404K +$37 +1 +0%
CCA
450
Clarity Capital Advisors
Florida
$379K +$1.01K +27 +0.3%