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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
26
Hassell Wealth Management
Louisiana
$12.9M +$555K +21,040 +4%
B
27
Bridgeworth
Alabama
$12.8M +$1.44M +54,751 +12%
IWM
28
Integris Wealth Management
California
$12.5M +$13M +494,496 New
SIAG
29
Safeguard Investment Advisory Group
California
$11.9M +$1.31M +49,668 +12%
Osaic Holdings
30
Osaic Holdings
Arizona
$11.9M +$9.29M +352,234 +298%
EAM
31
Evanson Asset Management
California
$11.8M +$2.08M +78,744 +20%
VW
32
Vance Wealth
California
$11.4M +$1.34M +50,747 +13%
CPIG
33
Chicago Partners Investment Group
Illinois
$10.3M +$1.63M +61,858 +17%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$10.3M +$911K +34,523 +10%
EWA
35
Exencial Wealth Advisors
Oklahoma
$9.99M +$1.65M +62,633 +19%
HighTower Advisors
36
HighTower Advisors
Illinois
$9.86M +$70K +2,653 +0.7%
LEFP
37
Leading Edge Financial Planning
Tennessee
$8.84M +$585K +22,168 +7%
3LCM
38
3D/L Capital Management
Connecticut
$8.55M -$766K -29,029 -8%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$8.51M +$8.86M +335,971 New
RFP
40
Root Financial Partners
California
$8.2M +$1.98M +75,127 +30%
PA
41
Pinnacle Associates
New York
$8.09M +$1.79K +68 +0%
PWMAG
42
Pinnacle Wealth Management Advisory Group
New Jersey
$8.07M -$13.9K -527 -0.2%
KF
43
Krilogy Financial
Missouri
$7.92M +$801K +30,370 +11%
CPA
44
Cardiff Park Advisors
California
$7.68M -$404K -15,308 -5%
ZF
45
Zhang Financial
Michigan
$7.28M +$2.23M +84,709 +42%
Cerity Partners
46
Cerity Partners
New York
$7.02M -$51.5K -1,951 -0.7%
HIGP
47
Hill Investment Group Partners
Missouri
$6.82M +$406K +15,397 +6%
EFN
48
Equita Financial Network
Pennsylvania
$6.74M +$7.01M +265,845 New
TWP
49
Total Wealth Planning
Ohio
$6.51M +$905K +34,288 +15%
BSW
50
Buckingham Strategic Wealth
Missouri
$6.41M +$4.23M +160,414 +173%