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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
Integris Wealth Management
California
$20M +$1.07M +33,254 +6%
KF
52
Krilogy Financial
Missouri
$19.9M +$352K +10,940 +2%
OIA
53
OneDigital Investment Advisors
Kansas
$19.8M +$3.71M +115,211 +24%
CPIG
54
Chicago Partners Investment Group
Illinois
$19.5M +$400K +12,446 +2%
EFN
55
Equita Financial Network
Pennsylvania
$19.4M +$999K +31,057 +6%
NA
56
NewEdge Advisors
Louisiana
$19.3M -$4.57M -142,175 -20%
PAS
57
Park Avenue Securities
New York
$18.9M +$560K +17,408 +3%
WDG
58
Wealth Dimensions Group
Ohio
$18.3M +$1.76M +54,840 +11%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$18.1M +$14.7M +457,270 +491%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$18M +$542K +16,858 +3%
AFA
61
Alpha Financial Advisors
North Carolina
$17.4M +$1.06M +32,914 +7%
WAN
62
Wealth Advisors Northwest
Oregon
$17.3M +$721K +22,426 +4%
GWM
63
Geneos Wealth Management
Colorado
$16.2M +$295K +9,170 +2%
GFA
64
Grunden Financial Advisory
Texas
$15.3M +$376K +11,700 +3%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$15.1M +$12.8M +396,836 +626%
PWM
66
Perigon Wealth Management
California
$15.1M +$539K +16,771 +4%
CWD
67
Clarity Wealth Development
Oregon
$14.9M +$1.59M +49,467 +12%
VT
68
Vise Technologies
New York
$14.9M +$13.9M +430,904 +1,929%
TCOTS
69
Trust Company of the South
North Carolina
$14.7M +$191K +5,928 +1%
AF
70
Allworth Financial
California
$14.5M +$91K +2,830 +0.6%
Betterment LLC
71
Betterment LLC
New York
$14.3M +$280K +8,720 +2%
TFO
72
Timonier Family Office
North Carolina
$14.2M +$923K +28,699 +7%
WDL
73
Well Done LLC
Michigan
$14.1M -$348K -10,831 -2%
PWS
74
Physician Wealth Solutions
Nevada
$14.1M -$192K -5,980 -1%
APP
75
Avantax Planning Partners
Iowa
$13.8M +$1.64K +51 +0%