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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
26
Leading Edge Financial Planning
Tennessee
$39.8M +$2.17M +58,008 +6%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$39.7M +$1.23M +32,967 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$37.6M +$7.03M +188,214 +24%
IAS
29
Integrity Advisory Solutions
Texas
$36.5M +$2.86M +76,573 +9%
HI
30
Harbour Investments
Wisconsin
$36.1M +$2.37M +63,428 +7%
EFP
31
Elser Financial Planning
Indiana
$35.8M +$439K +11,732 +1%
SWM
32
Seaside Wealth Management
California
$35.8M +$782K +20,916 +2%
SCM
33
Stordahl Capital Management
Colorado
$35.4M +$140K +3,745 +0.4%
Northern Trust
34
Northern Trust
Illinois
$35.1M +$2.13M +56,876 +7%
UWM
35
United Wealth Management
Virginia
$35.1M +$192K +5,136 +0.6%
JTWM
36
Jackson Thornton Wealth Management
Alabama
$33.9M +$746K +19,953 +2%
BPA
37
Beacon Pointe Advisors
California
$32.9M +$1.22M +32,613 +4%
VBA
38
von Borstel & Associates
Oregon
$32.5M +$359K +9,608 +1%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$32.1M +$5.13M +137,339 +20%
HighTower Advisors
40
HighTower Advisors
Illinois
$31.3M +$721K +19,289 +2%
HWM
41
Hassell Wealth Management
Louisiana
$29.4M +$310K +8,296 +1%
ZF
42
Zhang Financial
Michigan
$29.1M +$1.81M +48,515 +7%
DPI
43
Diversified Portfolios Inc
Michigan
$28.5M +$1.47M +39,339 +6%
RK
44
Rather & Kittrell
Tennessee
$27.9M +$1.06M +28,489 +4%
SFA
45
Sequoia Financial Advisors
Ohio
$27.7M -$659K -17,622 -2%
PAS
46
Park Avenue Securities
New York
$27.7M +$1.42M +37,980 +6%
IA
47
Integrity Alliance
Iowa
$27.3M -$41.6K -1,112 -0.2%
OIA
48
OneDigital Investment Advisors
Kansas
$25.8M +$1.49M +39,963 +6%
RS
49
Retirement Solution
Washington
$25.5M +$18.1K +484 +0.1%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$25M -$207K -5,533 -0.9%