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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Advisornet Financial
Minnesota
$8.24M +$439K +14,664 +6%
AHL
77
Abel Hall LLC
Louisiana
$8.12M +$15.6K +522 +0.2%
CWM
78
Cahill Wealth Management
Michigan
$7.97M +$390K +12,999 +5%
BCA
79
Ballentine Capital Advisors
South Carolina
$7.88M +$44.4K +1,482 +0.6%
VW
80
Vance Wealth
California
$7.67M -$35.7K -1,192 -0.5%
BAM
81
BOS Asset Management
Illinois
$7.61M +$725K +24,201 +11%
AF
82
Allworth Financial
California
$7.37M -$740K -24,707 -9%
HIGP
83
Hill Investment Group Partners
Missouri
$7.31M +$50.5K +1,684 +0.7%
SIS
84
Strategic Investment Solutions
Illinois
$7.1M +$270K +9,016 +4%
YCG
85
Yeomans Consulting Group
Georgia
$6.4M +$17.4K +580 +0.3%
ACP
86
Aveo Capital Partners
Colorado
$6.13M +$184K +6,123 +3%
FLPIM
87
F.L. Putnam Investment Management
Massachusetts
$6.09M -$6.13M -204,525 -51%
ASI
88
Advisory Services & Investments
Oregon
$6.06M -$466K -15,546 -7%
SFP
89
Sterling Financial Planning
New Jersey
$6.01M +$700K +23,359 +14%
KAS
90
Kestra Advisory Services
Texas
$5.97M +$410K +13,695 +8%
BPA
91
Beacon Pointe Advisors
California
$5.79M +$87.5K +2,921 +2%
PWM
92
PBMares Wealth Management
Virginia
$5.72M +$1.32M +44,088 +31%
ME
93
McIlrath & Eck
Washington
$5.54M +$566K +18,879 +12%
AFS
94
Annapolis Financial Services
Maryland
$5.41M +$872K +29,083 +20%
PFM
95
Phillips Financial Management
Indiana
$5.39M +$32.4K +1,081 +0.6%
SFM
96
Signet Financial Management
New Jersey
$5.36M -$97.9K -3,265 -2%
TIM
97
Tortoise Investment Management
New York
$5M +$1.54M +51,474 +46%
TIAM2
98
Tru Independence Asset Management 2
Oregon
$4.86M +$4.72M +157,650 New
Kovitz Investment Group Partners
99
Kovitz Investment Group Partners
Illinois
$4.65M +$4.55M +151,805 New
EFA
100
Efficient Frontier Advisors
Connecticut
$4.59M