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DFSV

Dimensional US Small Cap Value ETF
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
451
Sensible Money
Arizona
$377K +$486 +13 +0.1%
BHWM
452
Beaird Harris Wealth Management
Texas
$374K +$1.23K +33 +0.3%
FLPIM
453
F.L. Putnam Investment Management
Massachusetts
$371K -$188K -5,026 -34%
AFGAS
454
Allegiance Financial Group Advisory Services
Virginia
$370K +$822 +22 +0.2%
KWA
455
Kondo Wealth Advisors
California
$370K +$486 +13 +0.1%
OC
456
Optima Capital
Oregon
$366K +$860 +23 +0.2%
SW
457
Simplicity Wealth
New Jersey
$365K +$32.6K +873 +10%
FCM
458
Fortis Capital Management
Washington
$363K +$1.23K +33 +0.4%
PWM
459
Platform Wealth Management
Utah
$362K +$349K +9,332 New
PAG
460
Private Advisor Group
New Jersey
$358K -$160K -4,293 -32%
EFG
461
Everest Financial Group
Minnesota
$358K +$36.2K +968 +12%
SIM
462
Studio Investment Management
Illinois
$357K +$116K +3,104 +51%
THL
463
Tillman Hartley LLC
Colorado
$357K -$85.9K -2,297 -20%
NFP
464
Narus Financial Partners
Utah
$356K +$19.7K +528 +6%
FH
465
Financial Harvest
Florida
$351K – – –
PFS
466
Professional Financial Solutions
Virginia
$344K +$4.49K +120 +1%
TCM
467
Triumph Capital Management
Colorado
$337K -$10.8K -288 -3%
FFO
468
Fortitude Family Office
Arizona
$336K -$58.5K -1,565 -15%
BAM
469
Belleair Asset Management
Florida
$333K – – –
HW
470
Hancock Whitney
Mississippi
$330K -$6.73K -180 -2%
APG
471
Abacus Planning Group
South Carolina
$329K – – –
FFG
472
First Financial Group
North Carolina
$323K -$56.1K -1,500 -15%
AIM
473
Acropolis Investment Management
Missouri
$316K -$152K -4,063 -33%
CFS
474
Cannon Financial Strategists
Georgia
$315K +$304K +8,128 New
BFG
475
Berger Financial Group
Minnesota
$315K – – –
17 18
19
20 21