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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFP
476
Triune Financial Partners
Kansas
$312K
5NPW
477
55 North Private Wealth
Florida
$311K -$32.5K -870 -10%
LOPW
478
Live Oak Private Wealth
North Carolina
$303K +$292K +7,823 New
OP
479
Oath Planning
Oklahoma
$298K
PNC Financial Services Group
480
PNC Financial Services Group
Pennsylvania
$293K +$29.3K +785 +12%
HC
481
Hurley Capital
New York
$292K +$20.7K +555 +8%
Bessemer Group
482
Bessemer Group
New Jersey
$288K +$277K +7,420 New
E
483
Entelevest
Florida
$284K +$710 +19 +0.3%
SWA
484
Sax Wealth Advisors
New Jersey
$279K -$1.05K -28 -0.4%
CPRPA
485
Cerity Partners Retirement Plan Advisors
New York
$277K +$267K +7,134 New
KRW
486
Kaufman Rossin Wealth
Florida
$277K
APC
487
Aspire Private Capital
North Carolina
$275K +$3.81K +102 +1%
SPI
488
Sutton Place Investors
New York
$266K +$897 +24 +0.4%
MWA
489
Mills Wealth Advisors
Texas
$266K -$673 -18 -0.3%
RWM
490
Rialto Wealth Management
New York
$262K +$411 +11 +0.2%
RIM
491
Rockbridge Investment Management
New York
$262K
DC
492
Davenport & Co
Virginia
$261K -$67.5K -1,806 -21%
TFP
493
Tilia Fiduciary Partners
North Carolina
$251K -$112 -3 -0%
GWA
494
Geometric Wealth Advisors
District of Columbia
$250K +$336 +9 +0.1%
SPA
495
Shore Point Advisors
New Jersey
$250K -$36.3K -970 -13%
MFIM
496
Mesirow Financial Investment Management
Illinois
$248K +$239K +6,382 New
MFA
497
Mayflower Financial Advisors
Massachusetts
$240K +$231K +6,188 New
HWMT
498
Heritage Wealth Management (Texas)
Texas
$236K +$150 +4 +0.1%
NWA
499
Northwest Wealth Advisors
Washington
$236K +$710 +19 +0.3%
BWM
500
Bernicke Wealth Management
Wisconsin
$236K -$104K -2,778 -31%