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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Stordahl Capital Management
Colorado
$25.3M +$60.1K +2,006 +0.2%
EAM
27
Evanson Asset Management
California
$24.8M +$2.12M +70,764 +10%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$23.3M +$4.66M +155,475 +26%
EFN
29
Equita Financial Network
Pennsylvania
$23.3M +$2.69M +89,592 +13%
AFA
30
Alpha Financial Advisors
North Carolina
$22.7M +$257K +8,562 +1%
SIAG
31
Safeguard Investment Advisory Group
California
$22.2M +$1.71M +57,040 +9%
SWM
32
Seaside Wealth Management
California
$22.2M +$884K +29,501 +4%
Cerity Partners
33
Cerity Partners
New York
$20.4M +$4.14M +138,198 +26%
JC
34
Jentner Corp
Ohio
$20.4M +$1.4M +46,598 +8%
TI
35
Truepoint Inc
Ohio
$20.3M -$448K -14,940 -2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$20.1M +$1.17M +38,931 +6%
LEFP
37
Leading Edge Financial Planning
Tennessee
$20M +$2.8M +93,337 +17%
HWM
38
Hassell Wealth Management
Louisiana
$20M +$1.73M +57,640 +10%
RS
39
Retirement Solution
Washington
$19.5M -$253K -8,450 -1%
B
40
BetterWealth
California
$19.4M +$538K +17,944 +3%
FPAS
41
Focus Partners Advisor Solutions
Missouri
$18.5M +$2.26M +75,340 +14%
ZF
42
Zhang Financial
Michigan
$18.1M +$1.52M +50,817 +9%
Osaic Holdings
43
Osaic Holdings
Arizona
$17.9M +$3.13M +104,595 +22%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$17.4M +$4.07M +135,724 +32%
IWM
45
Integris Wealth Management
California
$16.1M +$208K +6,937 +1%
Northern Trust
46
Northern Trust
Illinois
$15.2M +$3.2M +106,734 +28%
Creative Planning
47
Creative Planning
Kansas
$15M +$964K +32,152 +7%
CPIG
48
Chicago Partners Investment Group
Illinois
$15M -$487K -16,264 -3%
PWMG
49
Private Wealth Management Group
New Jersey
$14.9M -$839K -27,998 -5%
GWM
50
Geneos Wealth Management
Colorado
$14.5M -$1.01M -33,714 -7%