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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
76
Tobias Financial Advisors
Florida
$13.6M +$1.63M +50,616 +14%
JP Morgan Chase
77
JP Morgan Chase
New York
$13.6M +$344K +10,690 +3%
FFA
78
Farther Finance Advisors
California
$13.4M +$4.55M +141,317 +53%
OA
79
Oceanside Advisors
South Carolina
$13.3M +$74.5K +2,317 +0.6%
FWMP
80
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$13.2M +$2.13M +66,375 +20%
GP
81
Greenline Partners
New York
$12.7M
CPA
82
Cardiff Park Advisors
California
$12.6M -$275K -8,560 -2%
SC
83
Scratch Capital
Idaho
$12.4M +$817K +25,398 +7%
PWMG
84
Private Wealth Management Group
New Jersey
$12.2M -$724K -22,517 -6%
Mariner
85
Mariner
Kansas
$12M -$29.1K -906 -0.2%
NWM
86
Navigoe Wealth Management
California
$11.7M +$95.3K +2,964 +0.8%
RA
87
RFG Advisory
Alabama
$11.6M +$277K +8,603 +3%
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$11.3M +$1.8M +55,906 +19%
KAM
89
KEB Asset Management
Illinois
$11.1M +$119K +3,698 +1%
Financial Engines Advisors
90
Financial Engines Advisors
California
$11M +$94.6K +2,940 +0.9%
PL
91
Plancorp LLC
Missouri
$10.8M +$813K +25,284 +8%
PA
92
Pinnacle Associates
New York
$10.8M
PWMAG
93
Pinnacle Wealth Management Advisory Group
New Jersey
$10.8M
AF
94
Advisornet Financial
Minnesota
$10.6M +$256K +7,972 +3%
KAS
95
Kestra Advisory Services
Texas
$10.6M +$208K +6,479 +2%
FAG
96
Financial Architects (Georgia)
Georgia
$10.6M +$535K +16,625 +5%
AHL
97
Abel Hall LLC
Louisiana
$10.5M +$397K +12,352 +4%
ME
98
McIlrath & Eck
Washington
$10.4M +$1.44M +44,677 +16%
BAM
99
BOS Asset Management
Illinois
$10.4M +$632K +19,643 +7%
AFA
100
Avant Financial Advisors
Texas
$10.4M -$386K -12,012 -4%