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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
76
Freedom Investment Management
Connecticut
$9.05M -$670K -21,168 -7%
RFP
77
RCS Financial Planning
Maryland
$9.03M +$417K +13,173 +5%
Mariner
78
Mariner
Kansas
$8.6M +$381K +12,036 +5%
AF
79
Advisornet Financial
Minnesota
$8.57M +$353K +11,137 +4%
KAS
80
Kestra Advisory Services
Texas
$8.54M +$2.65M +83,754 +43%
CWM
81
Cahill Wealth Management
Michigan
$8.29M +$338K +10,689 +4%
FAG
82
Financial Architects (Georgia)
Georgia
$8.26M -$376K -11,870 -4%
SIS
83
Strategic Investment Solutions
Illinois
$8.12M +$1.32M +41,595 +18%
AHL
84
Abel Hall LLC
Louisiana
$8.1M -$12.5K -395 -0.1%
AFA
85
Avant Financial Advisors
Texas
$7.96M +$8.19M +258,759 New
BCA
86
Ballentine Capital Advisors
South Carolina
$7.85M -$20.8K -656 -0.3%
BAM
87
BOS Asset Management
Illinois
$7.69M +$91.6K +2,892 +1%
YCG
88
Yeomans Consulting Group
Georgia
$7.6M +$1.24M +39,267 +19%
VW
89
Vance Wealth
California
$7.56M -$99.5K -3,143 -1%
HIGP
90
Hill Investment Group Partners
Missouri
$7.45M -$467K -14,750 -6%
B
91
BetterWealth
California
$7.19M -$12.5M -395,037 -63%
TFO
92
Timonier Family Office
North Carolina
$6.97M +$7.17M +226,585 New
LF
93
Lantz Financial
Illinois
$6.55M +$3.47M +109,439 +106%
SFP
94
Sterling Financial Planning
New Jersey
$6.3M +$302K +9,551 +5%
NWM
95
Navigoe Wealth Management
California
$6.13M +$6.31M +199,129 New
BPA
96
Beacon Pointe Advisors
California
$5.97M +$188K +5,937 +3%
PWM
97
PBMares Wealth Management
Virginia
$5.94M +$237K +7,494 +4%
ME
98
McIlrath & Eck
Washington
$5.93M +$407K +12,847 +7%
FLPIM
99
F.L. Putnam Investment Management
Massachusetts
$5.84M -$252K -7,954 -4%
ACP
100
Aveo Capital Partners
Colorado
$5.75M -$386K -12,180 -6%