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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$4.78M +$932K +38,093 +26%
CWM
52
Cahill Wealth Management
Michigan
$4.77M +$141K +5,772 +3%
BPA
53
Beacon Pointe Advisors
California
$4M +$388K +15,842 +11%
PFM
54
Phillips Financial Management
Indiana
$3.94M +$322K +13,160 +9%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$3.76M +$1.25M +51,148 +54%
CA
56
CGN Advisors
Kansas
$3.61M +$359K +14,687 +12%
Jane Street
57
Jane Street
New York
$3.52M +$1.48M +60,490 +79%
WDG
58
Wealth Dimensions Group
Ohio
$3.47M +$903K +36,912 +38%
KAM
59
KEB Asset Management
Illinois
$3.44M +$1.32M +53,925 +67%
AA
60
Advisory Alpha
Michigan
$3.4M +$207K +8,463 +7%
RVPG
61
Relative Value Partners Group
$3.34M +$691K +28,256 +28%
JC
62
Jentner Corp
Ohio
$3.12M +$658K +26,915 +28%
MWM
63
Merriman Wealth Management
Washington
$3.07M -$149M -6,099,968 -98%
Osaic Holdings
64
Osaic Holdings
Arizona
$3.03M -$186K -7,593 -6%
SFP
65
Sterling Financial Planning
New Jersey
$3.01M +$954K +39,002 +50%
TWD
66
True Wealth Design
Ohio
$2.87M +$24.4K +998 +0.9%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$2.81M +$2.67M +109,249 New
WP
68
WealthSource Partners
California
$2.68M +$268K +10,965 +12%
DPI
69
Diversified Portfolios Inc
Michigan
$2.58M +$1.02M +41,833 +71%
Mariner
70
Mariner
Kansas
$2.57M +$1.17M +47,661 +91%
CCA
71
Cravens & Co Advisors
Tennessee
$2.56M -$448K -18,305 -16%
LG
72
LAM Group
Oregon
$2.52M -$84.6K -3,460 -3%
BSW
73
Buckingham Strategic Wealth
Missouri
$2.38M +$2.26M +92,475 New
Creative Planning
74
Creative Planning
Kansas
$2.37M +$1.3M +53,348 +137%
V
75
Veritable
Delaware
$2.29M -$13.9K -570 -0.6%