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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
51
Hill Investment Group Partners
Missouri
$2.08M +$777K +31,444 +60%
EK
52
Evensky & Katz
Florida
$2.03M +$181K +7,325 +10%
CHP
53
Cable Hill Partners
Oregon
$1.97M +$1.96M +79,427 New
SHFA
54
SC&H Financial Advisors
Maryland
$1.95M +$7.71K +312 +0.4%
KAM
55
KEB Asset Management
Illinois
$1.82M +$1.17M +47,345 +181%
PFA
56
Pettinga Financial Advisors
Indiana
$1.8M +$1.8M +72,830 New
WDG
57
Wealth Dimensions Group
Ohio
$1.69M +$1.69M +68,214 New
API
58
Advisor Partners II
California
$1.61M +$1.61M +65,164 New
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$1.41M +$1.41M +56,855 New
TRCT
60
Tower Research Capital (TRC)
New York
$1.39M +$791K +31,978 +133%
GTAM
61
Global Trust Asset Management
Florida
$1.36M -$189K -7,640 -12%
SAG
62
SageView Advisory Group
California
$1.35M +$1.35M +54,512 New
SFP
63
Sterling Financial Planning
New Jersey
$1.35M +$269K +10,870 +25%
JC
64
Jentner Corp
Ohio
$1.33M +$1.33M +53,614 New
Citadel Advisors
65
Citadel Advisors
Florida
$1.3M -$845K -34,156 -39%
AIS
66
American Investment Services
Massachusetts
$1.27M +$375K +15,154 +42%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$1.19M +$15.5K +626 +1%
PWIA
68
Porter White Investment Advisors
Alabama
$1.18M +$1.18M +47,771 New
SFG
69
SNS Financial Group
Minnesota
$1.15M -$76.5K -3,095 -6%
ZF
70
Zhang Financial
Michigan
$1.03M +$1.03M +41,698 New
RF
71
Resolute Financial
Massachusetts
$1.02M +$556K +22,468 +120%
MWM
72
Meritas Wealth Management
California
$985K +$983K +39,753 New
DPI
73
Diversified Portfolios Inc
Michigan
$978K +$599K +24,214 +159%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$969K +$289K +11,686 +43%
SC
75
Schubert & Co
Texas
$948K +$288K +11,643 +44%