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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
76
Signet Financial Management
New Jersey
$5.63M -$22K -846 -0.4%
BPA
77
Beacon Pointe Advisors
California
$5.37M +$28.3K +1,090 +0.6%
TFA
78
Tobias Financial Advisors
Florida
$5.27M +$766K +29,535 +19%
PWS
79
Physician Wealth Solutions
Nevada
$5.18M +$4.62M +177,951 New
FPAS
80
Focus Partners Advisor Solutions
Missouri
$5.07M +$3.03M +116,891 +205%
PFM
81
Phillips Financial Management
Indiana
$4.92M +$150K +5,772 +4%
Jane Street
82
Jane Street
New York
$4.78M +$4.26M +164,311 New
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$4.52M +$432K +16,665 +12%
ME
84
McIlrath & Eck
Washington
$4.23M +$2.06M +79,536 +121%
SFP
85
Sterling Financial Planning
New Jersey
$4.13M +$315K +12,122 +9%
AA
86
Advisory Alpha
Michigan
$4.06M +$40.6K +1,564 +1%
AFS
87
Annapolis Financial Services
Maryland
$3.89M +$1.75M +67,353 +102%
TWD
88
True Wealth Design
Ohio
$3.58M +$149K +5,761 +5%
WP
89
WealthSource Partners
California
$3.28M +$250K +9,636 +9%
KAM
90
KEB Asset Management
Illinois
$3.26M -$571K -22,000 -16%
Morgan Stanley
91
Morgan Stanley
New York
$3.2M +$2.79M +107,357 +4,060%
AIS
92
American Investment Services
Massachusetts
$3.18M +$781K +30,089 +38%
Stifel Financial
93
Stifel Financial
Missouri
$3.1M +$354K +13,636 +15%
CCA
94
Cravens & Co Advisors
Tennessee
$2.94M -$16.9K -653 -0.6%
PWM
95
PBMares Wealth Management
Virginia
$2.84M +$1.36M +52,224 +115%
SC
96
Schoolcraft Capital
Colorado
$2.78M +$1.07M +41,351 +77%
OIA
97
OneDigital Investment Advisors
Kansas
$2.76M +$1.03M +39,691 +72%
LNC
98
Lincoln National Corp
Pennsylvania
$2.75M +$126K +4,848 +5%
LG
99
LAM Group
Oregon
$2.69M -$211K -8,150 -8%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$2.68M +$783K +30,185 +49%