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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
$14.7M +$580K +18,307 +4%
GWM
52
Geneos Wealth Management
Colorado
$14.5M -$9.91K -313 -0.1%
PWS
53
Physician Wealth Solutions
Nevada
$13.9M -$97.9K -3,092 -0.7%
RK
54
Rather & Kittrell
Tennessee
$13.8M +$799K +25,223 +6%
KF
55
Krilogy Financial
Missouri
$13.3M +$889K +28,085 +7%
GFA
56
Grunden Financial Advisory
Texas
$12.8M +$554K +17,486 +4%
HighTower Advisors
57
HighTower Advisors
Illinois
$12.8M -$239K -7,563 -2%
PWMG
58
Private Wealth Management Group
New Jersey
$12.7M -$2.33M -73,642 -15%
OIA
59
OneDigital Investment Advisors
Kansas
$11.9M -$89.9K -2,838 -0.7%
WDG
60
Wealth Dimensions Group
Ohio
$11.8M +$1.03M +32,584 +9%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$11.8M +$1.16M +36,503 +11%
WDL
62
Well Done LLC
Michigan
$11.8M
TWP
63
Total Wealth Planning
Ohio
$11.7M +$835K +26,377 +7%
PWM
64
Perigon Wealth Management
California
$11.7M +$1.74M +54,845 +17%
DPI
65
Diversified Portfolios Inc
Michigan
$11.7M +$787K +24,867 +7%
OA
66
Oceanside Advisors
South Carolina
$11.1M +$100K +3,159 +0.9%
WAN
67
Wealth Advisors Northwest
Oregon
$11M +$11.3M +356,030 New
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$10.6M +$1.27M +40,181 +13%
CWD
69
Clarity Wealth Development
Oregon
$10.5M +$10.5M +332,281 New
AF
70
Allworth Financial
California
$10.5M +$2.83M +89,437 +37%
CPA
71
Cardiff Park Advisors
California
$9.86M +$150K +4,747 +2%
PWMAG
72
Pinnacle Wealth Management Advisory Group
New Jersey
$9.43M -$24.3K -767 -0.2%
PA
73
Pinnacle Associates
New York
$9.43M +$156K +4,913 +2%
JP Morgan Chase
74
JP Morgan Chase
New York
$9.26M +$550K +17,359 +6%
TFA
75
Tobias Financial Advisors
Florida
$9.11M +$556K +17,547 +6%