We are live on ! Find out more
DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
451
Narus Financial Partners
Utah
$303K +$4.81K +136 +2%
BAM
452
Belleair Asset Management
Florida
$301K
DC
453
Davenport & Co
Virginia
$299K
SW
454
Simplicity Wealth
New Jersey
$299K +$41.5K +1,173 +16%
APG
455
Abacus Planning Group
South Carolina
$297K +$35 +1 +0%
EFG
456
Everest Financial Group
Minnesota
$289K +$292K +8,257 New
CCFM
457
Clear Creek Financial Management
Washington
$289K +$292K +8,252 New
BFG
458
Berger Financial Group
Minnesota
$284K -$13.7K -389 -5%
TFP
459
Triune Financial Partners
Kansas
$282K
BIG
460
Brooklyn Investment Group
New York
$281K +$63.8K +1,805 +29%
AAP
461
Arax Advisory Partners
Colorado
$281K +$237K +6,695 +505%
ADL
462
Asset Dedication LLC
California
$272K +$275K +7,768 New
OP
463
Oath Planning
Oklahoma
$269K
GPA
464
Garrison Point Advisors
California
$267K +$270K +7,627 New
SWA
465
Sax Wealth Advisors
New Jersey
$262K
SPA
466
Shore Point Advisors
New Jersey
$260K +$848 +24 +0.3%
E
467
Entelevest
Florida
$256K -$23.2K -657 -8%
KRW
468
Kaufman Rossin Wealth
Florida
$251K
APC
469
Aspire Private Capital
North Carolina
$245K -$10.9K -308 -4%
HC
470
Hurley Capital
New York
$245K +$11.1K +313 +5%
Wells Fargo
471
Wells Fargo
California
$241K -$8.09K -229 -3%
MWA
472
Mills Wealth Advisors
Texas
$240K +$212 +6 +0.1%
SPI
473
Sutton Place Investors
New York
$240K +$778 +22 +0.3%
PNC Financial Services Group
474
PNC Financial Services Group
Pennsylvania
$237K
RWM
475
Rialto Wealth Management
New York
$237K -$16.2K -458 -6%