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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Bridgeworth
Alabama
$16.6M +$1.69M +65,087 +13%
EAM
27
Evanson Asset Management
California
$16.4M +$2.52M +97,199 +21%
HWM
28
Hassell Wealth Management
Louisiana
$15.7M +$9.11K +351 +0.1%
NA
29
NewEdge Advisors
Louisiana
$15.6M +$7.95M +306,534 +126%
IWM
30
Integris Wealth Management
California
$15.6M +$1.05M +40,477 +8%
EWA
31
Exencial Wealth Advisors
Oklahoma
$15.5M +$3.53M +136,167 +35%
PWMG
32
Private Wealth Management Group
New Jersey
$15.4M +$13.8M +530,179 New
SIAG
33
Safeguard Investment Advisory Group
California
$15.1M +$1.24M +47,629 +10%
GWM
34
Geneos Wealth Management
Colorado
$14.6M -$170K -6,539 -1%
JC
35
Jentner Corp
Ohio
$14.5M +$8.91M +343,432 +225%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$14.1M +$2.58M +99,378 +26%
CPIG
37
Chicago Partners Investment Group
Illinois
$14M +$1.61M +62,163 +14%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$13.9M +$12.4M +478,840 New
WWM
39
Waterway Wealth Management
Texas
$13.7M +$12.2M +470,486 New
RFP
40
Root Financial Partners
California
$13.3M +$3.41M +131,596 +41%
VW
41
Vance Wealth
California
$12.8M -$275K -10,598 -2%
LEFP
42
Leading Edge Financial Planning
Tennessee
$12M +$1.63M +62,851 +18%
Cerity Partners
43
Cerity Partners
New York
$11.4M +$3.01M +115,819 +42%
HighTower Advisors
44
HighTower Advisors
Illinois
$11.1M -$220K -8,490 -2%
ZF
45
Zhang Financial
Michigan
$11M +$2.3M +88,734 +31%
GFA
46
Grunden Financial Advisory
Texas
$10.9M +$9.73M +375,134 New
Creative Planning
47
Creative Planning
Kansas
$10.8M +$6.32M +243,643 +189%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$10.6M +$683K +26,338 +8%
Bank of America
49
Bank of America
North Carolina
$10.1M +$3.1M +119,496 +52%
OA
50
Oceanside Advisors
South Carolina
$9.67M +$8.62M +332,050 New