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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
$6.18M +$1.53M +57,995 +31%
JP Morgan Chase
52
JP Morgan Chase
New York
$5.87M -$15.8K -599 -0.3%
RFP
53
RCS Financial Planning
Maryland
$5.86M +$517K +19,599 +9%
Bank of America
54
Bank of America
North Carolina
$5.77M +$5.92M +224,578 +7,118%
ACP
55
Aveo Capital Partners
Colorado
$5.72M -$98.2K -3,724 -2%
RK
56
Rather & Kittrell
Tennessee
$5.69M +$810K +30,689 +16%
CWM
57
Cahill Wealth Management
Michigan
$5.02M +$325K +12,316 +7%
SFM
58
Signet Financial Management
New Jersey
$4.92M +$108K +4,076 +2%
ASI
59
Advisory Services & Investments
Oregon
$4.91M +$138K +5,225 +3%
CA
60
CGN Advisors
Kansas
$4.67M +$1.16M +44,056 +31%
BPA
61
Beacon Pointe Advisors
California
$4.64M +$726K +27,519 +18%
WDG
62
Wealth Dimensions Group
Ohio
$4.57M +$1.19M +45,122 +33%
Mariner
63
Mariner
Kansas
$4.37M +$1.91M +72,313 +72%
PFM
64
Phillips Financial Management
Indiana
$4.13M +$257K +9,744 +6%
JC
65
Jentner Corp
Ohio
$3.88M +$830K +31,456 +26%
TFA
66
Tobias Financial Advisors
Florida
$3.84M +$4M +151,600 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.51M -$204K -7,715 -5%
AA
68
Advisory Alpha
Michigan
$3.49M +$140K +5,307 +4%
KAM
69
KEB Asset Management
Illinois
$3.39M
RVPG
70
Relative Value Partners Group
$3.36M +$72.9K +2,764 +2%
SFP
71
Sterling Financial Planning
New Jersey
$3.29M +$332K +12,593 +11%
Creative Planning
72
Creative Planning
Kansas
$3.27M +$964K +36,538 +40%
DPI
73
Diversified Portfolios Inc
Michigan
$3.25M +$734K +27,809 +28%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$3.1M +$973K +36,898 +43%
TWD
75
True Wealth Design
Ohio
$2.97M +$149K +5,634 +5%