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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
26
Relative Value Partners Group
$1.84M +$725K +30,269 +56%
SHFA
27
SC&H Financial Advisors
Maryland
$1.71M +$1.55M +64,584 +469%
EK
28
Evensky & Katz
Florida
$1.63M +$1.79M +74,672 New
BPA
29
Beacon Pointe Advisors
California
$1.58M +$1.15M +48,101 +195%
GTAM
30
Global Trust Asset Management
Florida
$1.36M +$208K +8,706 +16%
NL
31
NWAM LLC
Washington
$1.18M +$936K +39,093 +261%
HIGP
32
Hill Investment Group Partners
Missouri
$1.14M +$213K +8,880 +20%
SFG
33
SNS Financial Group
Minnesota
$1.08M +$652K +27,215 +122%
CFO
34
Collective Family Office
Pennsylvania
$1.07M +$1.18M +49,353 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.03M +$58.3K +2,437 +5%
CWM
36
Cahill Wealth Management
Michigan
$976K +$161K +6,714 +18%
SFP
37
Sterling Financial Planning
New Jersey
$951K +$749K +31,278 +253%
AIS
38
American Investment Services
Massachusetts
$785K +$447K +18,690 +108%
EWA
39
Exencial Wealth Advisors
Oklahoma
$764K +$350K +14,620 +72%
Stifel Financial
40
Stifel Financial
Missouri
$658K +$253K +10,548 +54%
PGFC
41
Peapack-Gladstone Financial Corp
New Jersey
$598K +$657K +27,448 New
SC
42
Schubert & Co
Texas
$580K +$97.7K +4,079 +18%
KAM
43
KEB Asset Management
Illinois
$569K +$625K +26,100 New
RK
44
Rather & Kittrell
Tennessee
$560K +$247K +10,317 +67%
SWM
45
Soundmark Wealth Management
Washington
$551K +$605K +25,291 New
HighTower Advisors
46
HighTower Advisors
Illinois
$533K -$31.8K -1,327 -5%
TRCT
47
Tower Research Capital (TRC)
New York
$524K +$576K +24,058 New
Osaic Holdings
48
Osaic Holdings
Arizona
$485K +$298K +12,433 +126%
LCM
49
Liberty Capital Management
Michigan
$476K +$263K +10,976 +101%
DI
50
Disciplined Investments
Oklahoma
$468K +$513K +21,416 +33,463%