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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Scratch Capital
Idaho
$16.8M +$1.09M +29,198 +7%
AF
77
Allworth Financial
California
$16.5M -$16.6M -444,768 -51%
OA
78
Oceanside Advisors
South Carolina
$16.4M +$372K +9,952 +2%
PWP
79
Parkwoods Wealth Partners
New York
$16M +$3.62M +96,929 +31%
Financial Engines Advisors
80
Financial Engines Advisors
California
$16M +$2.62M +69,995 +20%
PWS
81
Physician Wealth Solutions
Nevada
$15.9M -$311K -8,329 -2%
TCOTS
82
Trust Company of the South
North Carolina
$15.6M -$1.59M -42,614 -10%
APP
83
Avantax Planning Partners
Iowa
$15.3M -$768K -20,546 -5%
GP
84
Greenline Partners
New York
$15.1M -$9.53K -255 -0.1%
CPA
85
Cardiff Park Advisors
California
$15M -$31.5K -844 -0.2%
RA
86
RFG Advisory
Alabama
$14.5M +$321K +8,598 +2%
NWM
87
Navigoe Wealth Management
California
$14.5M +$301K +8,040 +2%
MML Investors Services
88
MML Investors Services
Massachusetts
$14.3M +$1.57M +42,073 +13%
AFA
89
Avant Financial Advisors
Texas
$14M +$1.17M +31,199 +9%
AF
90
Advisornet Financial
Minnesota
$13.5M +$452K +12,092 +4%
WFA
91
Woodward Financial Advisors
North Carolina
$13.5M +$13M +348,538 New
KAS
92
Kestra Advisory Services
Texas
$13.5M +$496K +13,267 +4%
KAM
93
KEB Asset Management
Illinois
$13.2M -$37.7K -1,008 -0.3%
AHL
94
Abel Hall LLC
Louisiana
$13M +$400K +10,701 +3%
VPWA
95
Vestia Personal Wealth Advisors
Indiana
$13M +$1.19M +31,805 +11%
PL
96
Plancorp LLC
Missouri
$12.7M +$25.2K +675 +0.2%
PWMG
97
Private Wealth Management Group
New Jersey
$12.5M -$596K -15,936 -5%
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$12.5M +$109K +2,908 +0.9%
FAG
99
Financial Architects (Georgia)
Georgia
$12.4M +$105K +2,805 +0.9%
BAM
100
BOS Asset Management
Illinois
$12.2M +$71K +1,899 +0.6%