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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RS
51
Retirement Solution
Washington
$23M +$161K +4,569 +0.7%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$22.8M -$205K -5,797 -0.9%
OIA
53
OneDigital Investment Advisors
Kansas
$21.9M +$883K +24,973 +4%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$21.8M +$2.49M +70,371 +13%
SIAG
55
Safeguard Investment Advisory Group
California
$21.4M -$1.52M -42,967 -7%
CPIG
56
Chicago Partners Investment Group
Illinois
$21.3M +$630K +17,829 +3%
IWM
57
Integris Wealth Management
California
$21M -$347K -9,815 -2%
WDG
58
Wealth Dimensions Group
Ohio
$20.4M +$911K +25,776 +5%
KF
59
Krilogy Financial
Missouri
$20.3M -$360K -10,197 -2%
WAN
60
Wealth Advisors Northwest
Oregon
$19.3M +$906K +25,648 +5%
RFP
61
Root Financial Partners
California
$18.3M -$3.4M -96,238 -16%
AFA
62
Alpha Financial Advisors
North Carolina
$18.1M -$480K -13,571 -3%
NA
63
NewEdge Advisors
Louisiana
$17.8M -$2.71M -76,812 -13%
EFN
64
Equita Financial Network
Pennsylvania
$17.6M -$3.11M -88,027 -15%
PWM
65
Perigon Wealth Management
California
$17.1M +$1.07M +30,340 +7%
GWM
66
Geneos Wealth Management
Colorado
$17M -$246K -6,952 -1%
CWD
67
Clarity Wealth Development
Oregon
$16.8M +$955K +27,016 +6%
WDL
68
Well Done LLC
Michigan
$16.4M +$1.4M +39,550 +9%
FWMP
69
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$16.2M +$2.24M +63,401 +16%
FFA
70
Farther Finance Advisors
California
$16M +$1.8M +51,009 +13%
AC
71
Apella Capital
Connecticut
$15.9M +$13.4M +378,802 +760%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$15.8M -$314K -8,876 -2%
TFA
73
Tobias Financial Advisors
Florida
$15.7M +$1.18M +33,339 +8%
Betterment LLC
74
Betterment LLC
New York
$15.7M +$450K +12,729 +3%
TCOTS
75
Trust Company of the South
North Carolina
$15.6M -$47.4K -1,340 -0.3%