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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Melfa Wealth Management
Massachusetts
$394K +$393K +15,904 New
QHA
102
Quarry Hill Advisors
Minnesota
$383K +$382K +15,462 New
FA
103
Fermata Advisors
California
$376K +$375K +15,166 New
FPIS
104
Financial Planning & Information Services
Wisconsin
$370K +$370K +14,949 New
TWA
105
TCI Wealth Advisors
Arizona
$366K +$366K +14,792 New
HKIMG
106
Hutchens & Kramer Investment Management Group
Indiana
$365K +$364K +14,736 New
MWM
107
Mattern Wealth Management
Kansas
$336K +$33.4K +1,352 +11%
GLLW
108
Graves Light Lenhart Wealth
Virginia
$316K
RWM
109
Ruedi Wealth Management
Illinois
$313K +$313K +12,649 New
GJIA
110
Glass Jacobson Investment Advisors
Maryland
$286K +$285K +11,530 New
VCM
111
Vivaldi Capital Management
Illinois
$263K +$254K +10,262 New
FWM
112
FMB Wealth Management
California
$258K +$258K +10,423 New
SC
113
Schoolcraft Capital
Colorado
$254K +$254K +10,264 New
MFG
114
Mendota Financial Group
Wisconsin
$250K +$250K +10,104 New
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$247K -$14.2K -573 -5%
RGC
116
Roberts, Glore & Co
Illinois
$246K
LWM
117
LJI Wealth Management
Indiana
$242K +$242K +9,781 New
SPC
118
Sigma Planning Corp
Michigan
$235K +$234K +9,483 New
FCM
119
Fortis Capital Management
Washington
$235K +$234K +9,474 New
WCWM
120
Willow Creek Wealth Management
California
$230K +$229K +9,267 New
Betterment LLC
121
Betterment LLC
New York
$230K +$229K +9,276 New
THL
122
Tillman Hartley LLC
Colorado
$230K +$229K +9,269 New
GAM
123
GEM Asset Management
Michigan
$229K +$229K +9,251 New
SC
124
Shearwater Capital
Colorado
$213K +$213K +8,606 New
NFP
125
Narus Financial Partners
Utah
$211K +$211K +8,517 New