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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Soundmark Wealth Management
Washington
$947K +$320K +12,929 +51%
Renaissance Technologies
77
Renaissance Technologies
New York
$934K +$932K +37,700 New
Stifel Financial
78
Stifel Financial
Missouri
$928K +$179K +7,238 +24%
AWM
79
Arista Wealth Management
Nevada
$880K +$879K +35,542 New
CFO
80
Collective Family Office
Pennsylvania
$803K -$419K -16,942 -34%
LCM
81
Liberty Capital Management
Michigan
$784K +$243K +9,824 +45%
AWM
82
Apollon Wealth Management
South Carolina
$721K +$720K +29,100 New
IAG
83
Investmark Advisory Group
Connecticut
$709K +$398K +16,080 +128%
Creative Planning
84
Creative Planning
Kansas
$702K +$701K +28,353 New
TH
85
Team Hewins
California
$700K +$699K +28,254 New
DI
86
Disciplined Investments
Oklahoma
$639K +$107K +4,319 +20%
GCA
87
Gradient Capital Advisors
California
$634K +$633K +25,614 New
PWM
88
PBMares Wealth Management
Virginia
$594K +$593K +23,997 New
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$552K +$141K +5,717 +35%
PWA
90
Physician Wealth Advisors
Utah
$541K +$190K +7,696 +61%
MWA
91
Mills Wealth Advisors
Texas
$531K +$530K +21,449 New
TIM
92
Tortoise Investment Management
New York
$519K +$152K +6,154 +42%
MWA
93
Monograph Wealth Advisors
California
$494K +$37.1K +1,500 +8%
OIA
94
OneDigital Investment Advisors
Kansas
$489K +$488K +19,748 New
FFA
95
Farther Finance Advisors
California
$486K +$485K +19,630 New
KAS
96
Kestra Advisory Services
Texas
$482K +$481K +19,470 New
MFT
97
Moisand Fitzgerald Tamayo
Florida
$469K +$201K +8,118 +75%
FOA
98
Five Oceans Advisors
California
$409K -$41.2K -1,666 -9%
BCM
99
Brainard Capital Management
Texas
$403K +$402K +16,274 New
AFGAS
100
Allegiance Financial Group Advisory Services
Virginia
$401K +$400K +16,176 New