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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
26
Vestmark Advisory Solutions
Massachusetts
$10.6M +$3.01M +123,188 +43%
VW
27
Vance Wealth
California
$10.2M +$820K +33,541 +9%
CPIG
28
Chicago Partners Investment Group
Illinois
$10.1M +$1.78M +72,905 +25%
HighTower Advisors
29
HighTower Advisors
Illinois
$9.94M +$2.48M +101,477 +36%
EAM
30
Evanson Asset Management
California
$9.91M +$2.86M +116,758 +43%
3LCM
31
3D/L Capital Management
Connecticut
$9.42M -$668K -27,327 -7%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$8.92M +$1.42M +58,184 +20%
EWA
33
Exencial Wealth Advisors
Oklahoma
$8.53M +$3.24M +132,425 +66%
LEFP
34
Leading Edge Financial Planning
Tennessee
$8.39M +$1.15M +46,855 +17%
PA
35
Pinnacle Associates
New York
$8.2M +$444K +18,170 +6%
PWMAG
36
Pinnacle Wealth Management Advisory Group
New Jersey
$8.2M +$444K +18,170 +6%
CPA
37
Cardiff Park Advisors
California
$8.18M -$31.2K -1,276 -0.4%
KF
38
Krilogy Financial
Missouri
$7.25M +$1.5M +61,224 +28%
Cerity Partners
39
Cerity Partners
New York
$7.17M +$2.93M +119,891 +75%
CHP
40
Cable Hill Partners
Oregon
$7.12M +$2.78M +113,687 +70%
HIGP
41
Hill Investment Group Partners
Missouri
$6.52M +$4.15M +169,641 +202%
RFP
42
Root Financial Partners
California
$6.38M +$2.09M +85,411 +52%
JP Morgan Chase
43
JP Morgan Chase
New York
$5.97M +$232K +9,486 +4%
ACP
44
Aveo Capital Partners
Colorado
$5.9M -$8.44M -344,840 -60%
TWP
45
Total Wealth Planning
Ohio
$5.73M +$1.27M +51,780 +30%
RFP
46
RCS Financial Planning
Maryland
$5.44M +$606K +24,789 +13%
ZF
47
Zhang Financial
Michigan
$5.23M +$2.46M +100,735 +98%
RK
48
Rather & Kittrell
Tennessee
$4.98M +$871K +35,610 +22%
SFM
49
Signet Financial Management
New Jersey
$4.88M +$187K +7,660 +4%
ASI
50
Advisory Services & Investments
Oregon
$4.85M +$386K +15,798 +9%