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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
51
Grunden Financial Advisory
Texas
$11.4M +$359K +12,366 +3%
HighTower Advisors
52
HighTower Advisors
Illinois
$11.3M +$509K +17,548 +5%
KF
53
Krilogy Financial
Missouri
$11.2M +$1.48M +50,889 +15%
RK
54
Rather & Kittrell
Tennessee
$11.1M +$1.78M +61,262 +19%
Northern Trust
55
Northern Trust
Illinois
$11.1M +$2.58M +89,044 +30%
WDL
56
Well Done LLC
Michigan
$10.9M +$474K +16,328 +5%
TWP
57
Total Wealth Planning
Ohio
$10.3M +$819K +28,206 +9%
OA
58
Oceanside Advisors
South Carolina
$10.1M +$291K +10,013 +3%
PWS
59
Physician Wealth Solutions
Nevada
$9.99M +$3.27M +112,816 +48%
DPI
60
Diversified Portfolios Inc
Michigan
$9.17M +$2.1M +72,491 +29%
FIM
61
Freedom Investment Management
Connecticut
$9.1M +$104K +3,580 +1%
PA
62
Pinnacle Associates
New York
$8.88M +$398K +13,721 +5%
PWMAG
63
Pinnacle Wealth Management Advisory Group
New Jersey
$8.88M +$398K +13,721 +5%
WDG
64
Wealth Dimensions Group
Ohio
$8.38M +$1.15M +39,578 +16%
AF
65
Allworth Financial
California
$8.04M +$6.2M +213,683 +424%
RFP
66
RCS Financial Planning
Maryland
$8.01M +$1.07M +36,746 +15%
FAG
67
Financial Architects (Georgia)
Georgia
$7.99M +$294K +10,125 +4%
HIGP
68
Hill Investment Group Partners
Missouri
$7.92M -$549K -18,903 -7%
PWM
69
Perigon Wealth Management
California
$7.86M +$777K +26,781 +11%
JP Morgan Chase
70
JP Morgan Chase
New York
$7.68M +$124K +4,266 +2%
AHL
71
Abel Hall LLC
Louisiana
$7.57M +$420K +14,486 +6%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$7.43M +$876K +30,202 +13%
Mariner
73
Mariner
Kansas
$7.39M +$425K +14,659 +6%
BCA
74
Ballentine Capital Advisors
South Carolina
$7.32M +$316K +10,901 +4%
AF
75
Advisornet Financial
Minnesota
$7.27M +$340K +11,725 +5%