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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Evanson Asset Management
California
$27.3M +$2.54M +80,084 +10%
MFWP
27
Mosaic Family Wealth Partners
Missouri
$26.6M +$1.26M +39,765 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$26.3M +$490K +15,480 +2%
SCM
29
Stordahl Capital Management
Colorado
$25.8M +$195K +6,168 +0.7%
Cerity Partners
30
Cerity Partners
New York
$24.3M +$4.01M +126,596 +19%
EFN
31
Equita Financial Network
Pennsylvania
$24.2M +$936K +29,571 +4%
SWM
32
Seaside Wealth Management
California
$23.6M +$1.43M +45,272 +6%
JC
33
Jentner Corp
Ohio
$22.9M +$2.61M +82,571 +12%
SIAG
34
Safeguard Investment Advisory Group
California
$22.8M +$636K +20,070 +3%
AFA
35
Alpha Financial Advisors
North Carolina
$22.7M +$65.5K +2,069 +0.3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$22.4M +$5.18M +163,534 +29%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$22.1M +$3.77M +119,197 +20%
UWM
38
United Wealth Management
Virginia
$21.8M +$22.4M +707,797 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$21.4M +$1.25M +39,325 +6%
LEFP
40
Leading Edge Financial Planning
Tennessee
$20.9M +$951K +30,022 +5%
ZF
41
Zhang Financial
Michigan
$20.4M +$2.36M +74,679 +13%
HWM
42
Hassell Wealth Management
Louisiana
$20.3M -$573K -18,108 -3%
TI
43
Truepoint Inc
Ohio
$19.5M -$773K -24,405 -4%
RS
44
Retirement Solution
Washington
$19.3M -$190K -6,015 -1%
Northern Trust
45
Northern Trust
Illinois
$19M +$3.96M +124,933 +25%
Osaic Holdings
46
Osaic Holdings
Arizona
$18.9M +$1.01M +31,904 +5%
IWM
47
Integris Wealth Management
California
$16.6M +$527K +16,644 +3%
VBA
48
von Borstel & Associates
Oregon
$15.9M +$5.17M +163,237 +46%
Creative Planning
49
Creative Planning
Kansas
$15.8M +$785K +24,784 +5%
CPIG
50
Chicago Partners Investment Group
Illinois
$15.5M +$469K +14,820 +3%