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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
51
Strategic Investment Solutions
Illinois
$3.54M +$1.02M +38,752 +37%
PFM
52
Phillips Financial Management
Indiana
$3.5M -$26.3K -1,003 -0.7%
BPA
53
Beacon Pointe Advisors
California
$3.49M +$909K +34,668 +33%
Osaic Holdings
54
Osaic Holdings
Arizona
$3.13M +$479K +18,285 +17%
CA
55
CGN Advisors
Kansas
$3.13M +$560K +21,360 +20%
AA
56
Advisory Alpha
Michigan
$3.09M +$233K +8,895 +8%
CCA
57
Cravens & Co Advisors
Tennessee
$2.94M -$65.8K -2,512 -2%
TWD
58
True Wealth Design
Ohio
$2.76M -$17.5K -667 -0.6%
ZF
59
Zhang Financial
Michigan
$2.55M +$1.59M +60,691 +146%
RVPG
60
Relative Value Partners Group
$2.53M +$58.4K +2,227 +2%
LG
61
LAM Group
Oregon
$2.53M +$95.1K +3,630 +4%
WDG
62
Wealth Dimensions Group
Ohio
$2.45M +$785K +29,947 +44%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$2.37M +$1.24M +47,146 +98%
JC
64
Jentner Corp
Ohio
$2.36M +$1.07M +40,989 +76%
WP
65
WealthSource Partners
California
$2.32M +$84.3K +3,215 +4%
V
66
Veritable
Delaware
$2.23M -$122K -4,660 -5%
HIGP
67
Hill Investment Group Partners
Missouri
$2.09M
KAM
68
KEB Asset Management
Illinois
$2M +$173K +6,602 +9%
SHFA
69
SC&H Financial Advisors
Maryland
$1.97M +$4.61K +176 +0.2%
SFP
70
Sterling Financial Planning
New Jersey
$1.95M +$617K +23,555 +43%
API
71
Advisor Partners II
California
$1.94M +$335K +12,776 +20%
EK
72
Evensky & Katz
Florida
$1.92M -$127K -4,834 -6%
Jane Street
73
Jane Street
New York
$1.91M -$14.4M -551,369 -88%
MWM
74
Mattern Wealth Management
Kansas
$1.78M +$1.51M +57,653 +426%
SFG
75
SNS Financial Group
Minnesota
$1.75M +$617K +23,560 +51%