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DFSV

Dimensional US Small Cap Value ETF
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
501
Planning Center Inc
Illinois
$235K – – –
SDWIA
502
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K – – –
AWM
503
Allen Wealth Management
North Carolina
$233K +$225K +6,018 New
FWM
504
Forteris Wealth Management
New York
$232K +$224K +5,990 New
BFA
505
Beacon Financial Advisory
Ohio
$231K – – –
CGPCS
506
Capital Group Private Client Services
California
$230K +$748 +20 +0.3%
AWA
507
Aquire Wealth Advisors
Utah
$225K +$217K +5,810 New
PFWA
508
Paces Ferry Wealth Advisors
Georgia
$225K +$217K +5,796 New
UB
509
UMB Bank
Missouri
$224K – – –
CFA
510
Cahill Financial Advisors
Minnesota
$222K -$1.83K -49 -0.8%
AWM
511
Accel Wealth Management
Iowa
$216K +$208K +5,572 New
MWM
512
MBE Wealth Management
Wisconsin
$213K +$205K +5,493 New
MAV
513
Mason & Associates (Virginia)
Virginia
$212K +$204K +5,465 New
PA
514
Prosperity Advisers
Pennsylvania
$211K +$203K +5,433 New
GWM
515
Gilpin Wealth Management
Colorado
$209K -$9.34K -250 -4%
DAS
516
Diversify Advisory Services
Utah
$207K +$196K +5,236 New
DWM
517
Diversify Wealth Management
Utah
$207K +$196K +5,236 New
RG
518
RHL Group
Michigan
$207K +$2.28K +61 +1%
WAM
519
WNY Asset Management
New York
$204K +$196K +5,250 New
PTC
520
Private Trust Company
Ohio
$164K -$86.5K -2,314 -35%
DF
521
DecisionPoint Financial
Arizona
$157K +$54.1K +1,447 +56%
1CP
522
1015 Capital Partners
Pennsylvania
$140K – – –
OA
523
Operose Advisors
Wisconsin
$133K -$20.1K -539 -14%
SRCM
524
Signature Resources Capital Management
California
$128K – – –
CFB
525
Cullen/Frost Bankers
Texas
$124K – – –
19 20
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