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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$18.8M +$2.13M +74,673 +14%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$18.3M +$13M +454,239 +293%
PWMG
28
Private Wealth Management Group
New Jersey
$18.1M +$2.08M +72,796 +14%
B
29
BetterWealth
California
$18M +$195K +6,851 +1%
SIAG
30
Safeguard Investment Advisory Group
California
$17.6M +$1.9M +66,783 +13%
EFN
31
Equita Financial Network
Pennsylvania
$17.6M +$8.77M +307,486 +111%
RFP
32
Root Financial Partners
California
$17.5M +$3.56M +124,876 +27%
IWM
33
Integris Wealth Management
California
$17M +$863K +30,249 +6%
JC
34
Jentner Corp
Ohio
$16.8M +$1.76M +61,877 +12%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$16.6M +$2.07M +72,694 +15%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$16.3M +$1.75M +61,489 +13%
HWM
37
Hassell Wealth Management
Louisiana
$16M +$320K +11,217 +2%
GWM
38
Geneos Wealth Management
Colorado
$15.1M -$58.5K -2,052 -0.4%
LEFP
39
Leading Edge Financial Planning
Tennessee
$14.8M +$2.31M +81,092 +20%
AWM
40
Arista Wealth Management
Nevada
$14.7M -$16.3M -571,423 -54%
ZF
41
Zhang Financial
Michigan
$14.6M +$3.11M +109,035 +29%
FPAS
42
Focus Partners Advisor Solutions
Missouri
$14.5M +$8.79M +308,215 +177%
CPIG
43
Chicago Partners Investment Group
Illinois
$14.2M -$44.6K -1,563 -0.3%
WWM
44
Waterway Wealth Management
Texas
$14.2M +$24.6K +863 +0.2%
Cerity Partners
45
Cerity Partners
New York
$13.9M +$1.92M +67,333 +17%
VW
46
Vance Wealth
California
$13.2M +$42.2K +1,481 +0.3%
Creative Planning
47
Creative Planning
Kansas
$12.8M +$1.5M +52,555 +14%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$12M +$1M +35,232 +10%
GFA
49
Grunden Financial Advisory
Texas
$11.5M +$199K +6,988 +2%
HighTower Advisors
50
HighTower Advisors
Illinois
$11.3M -$166K -5,813 -2%