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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Park Avenue Securities
New York
$17.8M +$14.5M +464,937 +496%
KF
52
Krilogy Financial
Missouri
$17.5M +$1.16M +37,153 +7%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$17.4M -$7.29M -233,359 -30%
CPIG
54
Chicago Partners Investment Group
Illinois
$17.3M +$910K +29,121 +6%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$16.9M -$246K -7,874 -1%
TWP
56
Total Wealth Planning
Ohio
$16.3M +$370K +11,850 +2%
WAN
57
Wealth Advisors Northwest
Oregon
$16M -$323K -10,345 -2%
WDG
58
Wealth Dimensions Group
Ohio
$15.9M +$1.38M +44,134 +10%
AFA
59
Alpha Financial Advisors
North Carolina
$15.8M +$727K +23,267 +5%
OIA
60
OneDigital Investment Advisors
Kansas
$15.5M +$1.01M +32,249 +7%
GWM
61
Geneos Wealth Management
Colorado
$15.4M -$17.5K -560 -0.1%
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
$15.3M -$18.2K -583 -0.1%
GFA
63
Grunden Financial Advisory
Texas
$14.4M +$1.16M +37,278 +9%
PWM
64
Perigon Wealth Management
California
$14M +$529K +16,921 +4%
TCOTS
65
Trust Company of the South
North Carolina
$14M +$346K +11,088 +3%
WDL
66
Well Done LLC
Michigan
$14M +$61.3K +1,963 +0.4%
AF
67
Allworth Financial
California
$14M -$449K -14,371 -3%
PWS
68
Physician Wealth Solutions
Nevada
$13.8M -$48.2K -1,542 -0.4%
Betterment LLC
69
Betterment LLC
New York
$13.6M +$837K +26,800 +7%
APP
70
Avantax Planning Partners
Iowa
$13.4M -$257K -8,240 -2%
CWD
71
Clarity Wealth Development
Oregon
$12.9M +$724K +23,174 +6%
TFO
72
Timonier Family Office
North Carolina
$12.8M +$1.32M +42,406 +12%
OA
73
Oceanside Advisors
South Carolina
$12.8M +$158K +5,055 +1%
PWMG
74
Private Wealth Management Group
New Jersey
$12.5M -$351K -11,238 -3%
CPA
75
Cardiff Park Advisors
California
$12.5M -$56.8K -1,819 -0.5%