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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
26
Mosaic Family Wealth Partners
Missouri
$35M +$492K +13,915 +1%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$34.7M +$1.28M +36,346 +4%
LEFP
28
Leading Edge Financial Planning
Tennessee
$34M +$1.6M +45,313 +5%
SCM
29
Stordahl Capital Management
Colorado
$31.9M -$756K -21,397 -2%
EFP
30
Elser Financial Planning
Indiana
$31.8M +$32.2M +911,843 New
SWM
31
Seaside Wealth Management
California
$31.6M +$488K +13,818 +2%
UWM
32
United Wealth Management
Virginia
$31.5M +$539K +15,260 +2%
JTWM
33
Jackson Thornton Wealth Management
Alabama
$30.8M -$1.76M -49,715 -6%
AF
34
Allworth Financial
California
$30.5M +$15.2M +429,701 +97%
HI
35
Harbour Investments
Wisconsin
$30.4M +$6.42M +181,741 +27%
IAS
36
Integrity Advisory Solutions
Texas
$30.3M +$2.39M +67,640 +8%
Northern Trust
37
Northern Trust
Illinois
$29.7M +$6.75M +190,993 +29%
VBA
38
von Borstel & Associates
Oregon
$29.1M -$284K -8,031 -1%
BPA
39
Beacon Pointe Advisors
California
$28.6M -$3.43M -97,037 -11%
HighTower Advisors
40
HighTower Advisors
Illinois
$27.6M -$3.35M -94,743 -11%
Osaic Holdings
41
Osaic Holdings
Arizona
$27.4M -$6.47M -183,048 -19%
HWM
42
Hassell Wealth Management
Louisiana
$26.7M +$389K +10,995 +1%
SFA
43
Sequoia Financial Advisors
Ohio
$25.7M -$542K -15,328 -2%
IA
44
Integrity Alliance
Iowa
$24.7M +$331K +9,355 +1%
ZF
45
Zhang Financial
Michigan
$24.6M +$2.37M +66,943 +11%
DPI
46
Diversified Portfolios Inc
Michigan
$24.4M +$1.76M +49,689 +8%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$24.3M -$10.3M -290,599 -30%
RK
48
Rather & Kittrell
Tennessee
$24.2M +$332K +9,391 +1%
PAS
49
Park Avenue Securities
New York
$23.7M +$3.54M +100,097 +17%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$23.6M +$4.47M +126,376 +23%