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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Waterway Wealth Management
Texas
$14.1M +$290K +9,691 +2%
PWS
52
Physician Wealth Solutions
Nevada
$14M +$3.24M +108,233 +31%
HighTower Advisors
53
HighTower Advisors
Illinois
$13M +$907K +30,260 +8%
RK
54
Rather & Kittrell
Tennessee
$13M +$1.03M +34,284 +9%
KF
55
Krilogy Financial
Missouri
$12.4M +$422K +14,081 +4%
GFA
56
Grunden Financial Advisory
Texas
$12.3M +$114K +3,802 +1%
OIA
57
OneDigital Investment Advisors
Kansas
$12M +$5.59M +186,654 +92%
WDL
58
Well Done LLC
Michigan
$11.8M +$92.6K +3,090 +0.8%
OA
59
Oceanside Advisors
South Carolina
$11.1M +$219K +7,302 +2%
TWP
60
Total Wealth Planning
Ohio
$10.9M +$755K +25,178 +8%
DPI
61
Diversified Portfolios Inc
Michigan
$10.9M +$1.06M +35,486 +11%
VBA
62
von Borstel & Associates
Oregon
$10.9M +$10.6M +352,954 New
WDG
63
Wealth Dimensions Group
Ohio
$10.8M +$1.83M +61,023 +21%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10.7M +$4.01M +133,741 +63%
PWM
65
Perigon Wealth Management
California
$9.73M +$1.29M +42,976 +16%
CPA
66
Cardiff Park Advisors
California
$9.72M +$9.46M +315,686 New
FIM
67
Freedom Investment Management
Connecticut
$9.7M -$33.4K -1,113 -0.4%
PWMAG
68
Pinnacle Wealth Management Advisory Group
New Jersey
$9.45M -$46.8K -1,561 -0.5%
PGFC
69
Peapack-Gladstone Financial Corp
New Jersey
$9.41M +$1.42M +47,358 +18%
PA
70
Pinnacle Associates
New York
$8.77M -$217K -7,241 -2%
JP Morgan Chase
71
JP Morgan Chase
New York
$8.73M +$410K +13,674 +5%
RFP
72
RCS Financial Planning
Maryland
$8.63M +$52.1K +1,740 +0.6%
FAG
73
Financial Architects (Georgia)
Georgia
$8.63M +$76.9K +2,565 +0.9%
TFA
74
Tobias Financial Advisors
Florida
$8.57M +$866K +28,881 +12%
Mariner
75
Mariner
Kansas
$8.24M +$324K +10,811 +4%