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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
51
Resolute Financial
Massachusetts
$408K +$77.6K +3,241 +21%
MWA
52
Monograph Wealth Advisors
California
$402K +$442K +18,443 New
FOA
53
Five Oceans Advisors
California
$396K +$135K +5,646 +45%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$361K +$146K +6,080 +58%
DPI
55
Diversified Portfolios Inc
Michigan
$333K +$101K +4,214 +38%
TIM
56
Tortoise Investment Management
New York
$323K +$354K +14,802 New
PWA
57
Physician Wealth Advisors
Utah
$296K +$304K +12,680 New
KF
58
Krilogy Financial
Missouri
$294K +$323K +13,479 New
GLLW
59
Graves Light Lenhart Wealth
Virginia
$278K +$287K +12,000 +1,558%
IAG
60
Investmark Advisory Group
Connecticut
$273K +$301K +12,558 New
MWM
61
Mattern Wealth Management
Kansas
$266K +$292K +12,197 New
MFT
62
Moisand Fitzgerald Tamayo
Florida
$236K +$229K +9,563 +751%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$230K -$13.7K -572 -5%
RGC
64
Roberts, Glore & Co
Illinois
$217K +$238K +9,950 New
MFA
65
McClarren Financial Advisors
Pennsylvania
$127K +$140K +5,867 New
SIC
66
SJS Investment Consulting
Ohio
$58K +$63.8K +2,665 New
US Bancorp
67
US Bancorp
Minnesota
$41K
CMBA
68
C.M. Bidwell & Associates
Hawaii
$25K +$5.48K +229 +25%
CCA
69
Column Capital Advisors
Indiana
$24K +$10.9K +455 +69%
QC
70
Quent Capital
New York
$19K +$239 +10 +1%
IA
71
IFP Advisors
Florida
$14K +$13.6K +567 New
BAM
72
Baldrige Asset Management
Pennsylvania
$10K
FSWA
73
Financial Synergies Wealth Advisors
Texas
$4.74K +$4.5K +188 +627%
MCA
74
Maryland Capital Advisors
Maryland
$2K
CWM
75
CarsonAllaria Wealth Management
Illinois
-$408K -18,104 Closed