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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
76
Betterment LLC
New York
$9.07M +$6.17M +204,002 +173%
PA
77
Pinnacle Associates
New York
$9.04M +$457K +15,097 +5%
PWMAG
78
Pinnacle Wealth Management Advisory Group
New Jersey
$9.04M +$457K +15,097 +5%
CPA
79
Cardiff Park Advisors
California
$8.74M -$296K -9,779 -3%
FAG
80
Financial Architects (Georgia)
Georgia
$8.69M +$1.22M +40,370 +15%
RFP
81
RCS Financial Planning
Maryland
$8.5M +$255K +8,430 +3%
TFO
82
Timonier Family Office
North Carolina
$8.49M +$2.27M +74,970 +33%
Mariner
83
Mariner
Kansas
$8.38M +$554K +18,304 +7%
AF
84
Advisornet Financial
Minnesota
$8.29M +$480K +15,850 +6%
FIM
85
Freedom Investment Management
Connecticut
$8.28M +$10.6K +349 +0.1%
AHL
86
Abel Hall LLC
Louisiana
$8.15M +$796K +26,296 +10%
KAS
87
Kestra Advisory Services
Texas
$8.03M +$237K +7,830 +3%
BAM
88
BOS Asset Management
Illinois
$7.73M +$753K +24,877 +10%
CWM
89
Cahill Wealth Management
Michigan
$7.72M +$144K +4,775 +2%
ACM
90
Aspen Capital Management
Idaho
$7.65M +$8.23M +271,912 New
APP
91
Avantax Planning Partners
Iowa
$7.64M +$7.6M +251,052 +1,226%
NWM
92
Navigoe Wealth Management
California
$7.63M +$2.17M +71,842 +36%
AFA
93
Avant Financial Advisors
Texas
$7.54M +$275K +9,086 +4%
YCG
94
Yeomans Consulting Group
Georgia
$7.43M +$516K +17,037 +7%
BCA
95
Ballentine Capital Advisors
South Carolina
$7.37M +$204K +6,736 +3%
LF
96
Lantz Financial
Illinois
$6.63M +$691K +22,840 +11%
SFP
97
Sterling Financial Planning
New Jersey
$6.56M +$855K +28,251 +14%
SIS
98
Strategic Investment Solutions
Illinois
$6.25M -$1.51M -49,863 -18%
Kovitz Investment Group Partners
99
Kovitz Investment Group Partners
Illinois
$6.12M +$2.02M +66,894 +44%
EWA
100
EQ Wealth Advisors
Texas
$6.06M +$1.11M +36,755 +21%