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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$11M +$1.16M +40,798 +13%
WDL
52
Well Done LLC
Michigan
$10.9M +$9.79M +343,217 +1,768%
OA
53
Oceanside Advisors
South Carolina
$10.3M +$280K +9,803 +3%
KF
54
Krilogy Financial
Missouri
$10.2M +$184K +6,453 +2%
RK
55
Rather & Kittrell
Tennessee
$9.81M +$1.47M +51,715 +19%
AAS
56
Avantax Advisory Services
Texas
$9.67M +$6.67M +233,958 +268%
FIM
57
Freedom Investment Management
Connecticut
$9.41M -$503K -17,636 -5%
TWP
58
Total Wealth Planning
Ohio
$9.08M +$626K +21,942 +8%
Northern Trust
59
Northern Trust
Illinois
$8.93M +$1.15M +40,446 +16%
PA
60
Pinnacle Associates
New York
$8.87M -$185K -6,480 -2%
PWMAG
61
Pinnacle Wealth Management Advisory Group
New Jersey
$8.87M -$185K -6,480 -2%
HIGP
62
Hill Investment Group Partners
Missouri
$8.24M -$404K -14,173 -5%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$8.07M +$5.43M +190,473 +245%
FAG
64
Financial Architects (Georgia)
Georgia
$8.05M +$683K +23,960 +10%
JP Morgan Chase
65
JP Morgan Chase
New York
$8M +$922K +32,318 +14%
WDG
66
Wealth Dimensions Group
Ohio
$7.57M +$857K +30,031 +14%
AHL
67
Abel Hall LLC
Louisiana
$7.48M +$381K +13,375 +6%
PWM
68
Perigon Wealth Management
California
$7.41M +$6.82M +238,991 +3,268%
DPI
69
Diversified Portfolios Inc
Michigan
$7.41M +$962K +33,742 +16%
Mariner
70
Mariner
Kansas
$7.28M +$785K +27,521 +13%
RFP
71
RCS Financial Planning
Maryland
$7.28M +$228K +8,001 +3%
BCA
72
Ballentine Capital Advisors
South Carolina
$7.26M +$235K +8,244 +4%
AF
73
Advisornet Financial
Minnesota
$7.25M +$6.66M +233,509 +3,113%
PWS
74
Physician Wealth Solutions
Nevada
$7.05M +$1.61M +56,290 +32%
CWM
75
Cahill Wealth Management
Michigan
$6.87M +$257K +9,017 +4%