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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Clune & Associates
Illinois
$24.6M +$10.7M +286,614 +82%
CPIG
52
Chicago Partners Investment Group
Illinois
$23.3M +$831K +22,228 +4%
WDG
53
Wealth Dimensions Group
Ohio
$22.8M +$214K +5,734 +1%
IWM
54
Integris Wealth Management
California
$22.7M -$467K -12,486 -2%
SIAG
55
Safeguard Investment Advisory Group
California
$22.7M -$1.02M -27,186 -4%
WAN
56
Wealth Advisors Northwest
Oregon
$21.9M +$549K +14,699 +3%
KF
57
Krilogy Financial
Missouri
$21.8M +$196K +5,255 +0.9%
PWM
58
Perigon Wealth Management
California
$20.9M +$1.92M +51,442 +11%
AFA
59
Alpha Financial Advisors
North Carolina
$20M -$4.97K -133 -0%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$19.9M -$6.09M -162,815 -24%
CWD
61
Clarity Wealth Development
Oregon
$19.8M +$1.17M +31,252 +7%
EFN
62
Equita Financial Network
Pennsylvania
$19.6M +$118K +3,156 +0.6%
FWMP
63
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$19.5M +$1.46M +39,152 +8%
FFA
64
Farther Finance Advisors
California
$19.4M +$1.6M +42,797 +9%
GWM
65
Geneos Wealth Management
Colorado
$19.1M +$233K +6,241 +1%
NA
66
NewEdge Advisors
Louisiana
$18.9M -$855K -22,883 -4%
AC
67
Apella Capital
Connecticut
$18.7M +$2.05M +54,878 +13%
Betterment LLC
68
Betterment LLC
New York
$18M +$648K +17,338 +4%
Mariner
69
Mariner
Kansas
$17.9M +$906K +24,247 +6%
TFA
70
Tobias Financial Advisors
Florida
$17.9M +$492K +13,172 +3%
WDL
71
Well Done LLC
Michigan
$17.8M -$386K -10,332 -2%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$17.3M -$182K -4,859 -1%
APFP
73
Action Point Financial Planning
Michigan
$17.2M +$16.5M +442,556 New
JP Morgan Chase
74
JP Morgan Chase
New York
$17M +$648K +17,328 +4%
TFO
75
Timonier Family Office
North Carolina
$16.9M +$16.3M +436,101 New