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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Cravens & Co Advisors
Tennessee
$3.1M +$66.3K +2,325 +2%
CF
102
Corrigan Financial
Rhode Island
$3.05M +$1.24M +43,501 +75%
LNC
103
Lincoln National Corp
Pennsylvania
$3M +$144K +5,054 +5%
SWM
104
Soundmark Wealth Management
Washington
$2.81M +$480K +16,829 +22%
LG
105
LAM Group
Oregon
$2.81M +$27.2K +955 +1%
DWS
106
Discipline Wealth Solutions
South Carolina
$2.67M +$262K +9,193 +11%
IWC
107
Integrated Wealth Concepts
Massachusetts
$2.67M +$4.68K +164 +0.2%
ACP
108
Aviance Capital Partners
Florida
$2.62M +$41.3K +1,448 +2%
VAG
109
Vannoy Advisory Group
Texas
$2.5M -$10.6K -370 -0.4%
SHFA
110
SC&H Financial Advisors
Maryland
$2.45M +$26.6K +931 +1%
LF
111
Lantz Financial
Illinois
$2.39M +$533K +18,686 +31%
SFG
112
SNS Financial Group
Minnesota
$2.36M +$75.6K +2,652 +3%
EK
113
Evensky & Katz
Florida
$2.24M +$2.48K +87 +0.1%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$2.19M +$475K +16,665 +30%
FS
115
Financial Symmetry
North Carolina
$2.11M +$104K +3,655 +5%
MWM
116
Melfa Wealth Management
Massachusetts
$2.1M +$162K +5,674 +9%
WHCI
117
W.H. Cornerstone Investments
Massachusetts
$2.06M +$835K +29,279 +75%
LWM
118
LJI Wealth Management
Indiana
$2.01M +$119K +4,175 +7%
QFA
119
Quantum Financial Advisors
California
$1.95M +$1.85M +64,815 New
GCA
120
Gradient Capital Advisors
California
$1.88M +$211K +7,403 +13%
LFGO
121
Legacy Financial Group (Oklahoma)
Oklahoma
$1.85M +$407K +14,257 +30%
MFT
122
Moisand Fitzgerald Tamayo
Florida
$1.81M -$10.4K -363 -0.6%
Truist Financial
123
Truist Financial
North Carolina
$1.79M +$25.5K +895 +2%
DWM
124
Dopkins Wealth Management
New York
$1.76M +$154K +5,414 +10%
FWP
125
Firethorn Wealth Partners
Georgia
$1.75M +$574K +20,126 +53%