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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
476
Rockbridge Investment Management
New York
$236K
PTC
477
Private Trust Company
Ohio
$229K
TFP
478
Tilia Fiduciary Partners
North Carolina
$227K -$16.8K -474 -7%
GWA
479
Geometric Wealth Advisors
District of Columbia
$226K +$283 +8 +0.1%
FA
480
Forefront Analytics
Pennsylvania
$222K +$224K +6,341 New
AFG
481
Atomi Financial Group
New York
$216K +$218K +6,163 New
SIM
482
Studio Investment Management
Illinois
$214K +$216K +6,110 New
HWMT
483
Heritage Wealth Management (Texas)
Texas
$213K +$215K +6,091 New
NWA
484
Northwest Wealth Advisors
Washington
$213K -$44.9K -1,271 -17%
PCI
485
Planning Center Inc
Illinois
$212K +$214K +6,050 New
SDWIA
486
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$212K +$214K +6,047 New
BFA
487
Beacon Financial Advisory
Ohio
$209K +$211K +5,959 New
Tudor Investment Corp
488
Tudor Investment Corp
Connecticut
$208K -$755K -21,373 -78%
CGPCS
489
Capital Group Private Client Services
California
$207K +$209K +5,905 New
CFA
490
Cahill Financial Advisors
Minnesota
$202K +$204K +5,778 New
UB
491
UMB Bank
Missouri
$202K
MOS
492
MGO One Seven
Ohio
$201K +$202K +5,723 New
GWM
493
Gilpin Wealth Management
Colorado
$198K
RG
494
RHL Group
Michigan
$184K +$10.3K +291 +6%
GSEP
495
Golden State Equity Partners
California
$170K +$172K +4,862 New
LAM
496
LOM Asset Management
$144K
IA
497
IFG Advisory
Georgia
$142K -$3.44M -97,428 -96%
WP
498
WealthShield Partners
North Carolina
$139K +$459 +13 +0.3%
OA
499
Operose Advisors
Wisconsin
$139K +$27.9K +789 +25%
1CP
500
1015 Capital Partners
Pennsylvania
$126K +$91.9K +2,600 +260%