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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
26
Jackson Thornton Wealth Management
Alabama
$27.9M +$360K +12,999 +1%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$27.6M +$3.09M +111,600 +14%
EAM
28
Evanson Asset Management
California
$26.8M +$462K +16,679 +2%
SCM
29
Stordahl Capital Management
Colorado
$26.4M +$675K +24,369 +3%
Osaic Holdings
30
Osaic Holdings
Arizona
$25.8M -$728K -26,301 -3%
UWM
31
United Wealth Management
Virginia
$24.8M +$1.05M +38,035 +5%
HighTower Advisors
32
HighTower Advisors
Illinois
$24.6M +$11M +397,019 +90%
SWM
33
Seaside Wealth Management
California
$24.5M +$1.25M +45,240 +6%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$24.5M +$2.22M +80,146 +11%
VBA
35
von Borstel & Associates
Oregon
$24.5M +$2.76M +99,669 +14%
JC
36
Jentner Corp
Ohio
$24.5M +$2.31M +83,346 +11%
EFN
37
Equita Financial Network
Pennsylvania
$24.3M -$1.19M -42,829 -5%
NA
38
NewEdge Advisors
Louisiana
$24.3M -$1.55M -55,918 -6%
LEFP
39
Leading Edge Financial Planning
Tennessee
$24M +$1.89M +68,158 +9%
RFP
40
Root Financial Partners
California
$23M -$14.3M -515,381 -40%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$22.9M -$3.32M -119,834 -13%
HWM
42
Hassell Wealth Management
Louisiana
$22.7M +$1.24M +44,638 +7%
Northern Trust
43
Northern Trust
Illinois
$22.6M -$5.87M -211,889 -22%
SIAG
44
Safeguard Investment Advisory Group
California
$21.9M -$155K -5,581 -0.7%
RS
45
Retirement Solution
Washington
$18.6M +$197K +7,100 +1%
ZF
46
Zhang Financial
Michigan
$18.5M -$1.91M -68,965 -10%
IA
47
Integrity Alliance
Iowa
$18.1M +$684K +24,693 +4%
RK
48
Rather & Kittrell
Tennessee
$17.2M +$1.77M +64,031 +12%
IWM
49
Integris Wealth Management
California
$16.5M -$17.8K -643 -0.1%
CPIG
50
Chicago Partners Investment Group
Illinois
$16M +$299K +10,804 +2%