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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VW
76
Vance Wealth
California
$7.2M -$5.49M -189,267 -43%
TFA
77
Tobias Financial Advisors
Florida
$7.18M +$1.2M +41,412 +20%
CWM
78
Cahill Wealth Management
Michigan
$7.07M +$512K +17,642 +8%
SIS
79
Strategic Investment Solutions
Illinois
$7.02M +$6.42M +221,391 New
BAM
80
BOS Asset Management
Illinois
$6.41M +$1.04M +35,695 +19%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$6.13M +$643K +22,164 +12%
ASI
82
Advisory Services & Investments
Oregon
$6.11M +$83.1K +2,863 +1%
YCG
83
Yeomans Consulting Group
Georgia
$5.96M +$88.9K +3,064 +2%
OIA
84
OneDigital Investment Advisors
Kansas
$5.82M +$2.45M +84,545 +72%
ACP
85
Aveo Capital Partners
Colorado
$5.55M -$52.4K -1,805 -0.9%
BPA
86
Beacon Pointe Advisors
California
$5.33M -$102K -3,504 -2%
KAS
87
Kestra Advisory Services
Texas
$5.18M +$1.71M +58,972 +49%
SFM
88
Signet Financial Management
New Jersey
$5.1M -$473K -16,301 -8%
PFM
89
Phillips Financial Management
Indiana
$5.01M +$52.1K +1,795 +1%
SFP
90
Sterling Financial Planning
New Jersey
$4.94M +$528K +18,210 +12%
ME
91
McIlrath & Eck
Washington
$4.63M -$1.93M -66,617 -29%
EFA
92
Efficient Frontier Advisors
Connecticut
$4.29M +$4.32M +148,899 New
AFS
93
Annapolis Financial Services
Maryland
$4.21M +$497K +17,110 +13%
SC
94
Schoolcraft Capital
Colorado
$4.11M +$1.1M +37,984 +36%
PWM
95
PBMares Wealth Management
Virginia
$4.07M +$260K +8,956 +7%
TCOTS
96
Trust Company of the South
North Carolina
$3.49M +$398K +13,711 +13%
AIS
97
American Investment Services
Massachusetts
$3.47M +$9.11K +314 +0.3%
Stifel Financial
98
Stifel Financial
Missouri
$3.43M -$66.1K -2,278 -2%
KAM
99
KEB Asset Management
Illinois
$3.27M +$48.3K +1,663 +1%
AA
100
Ancora Advisors
Ohio
$3.26M +$1.73M +59,647 +112%