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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GP
101
Greenline Partners
New York
$5.58M +$5.74M +181,365 New
EWA
102
EQ Wealth Advisors
Texas
$5.49M +$5.65M +178,369 New
PFM
103
Phillips Financial Management
Indiana
$5.22M -$175K -5,540 -3%
FWMP
104
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$5.22M +$5.37M +169,451 New
TIM
105
Tortoise Investment Management
New York
$5.2M +$209K +6,592 +4%
SFM
106
Signet Financial Management
New Jersey
$5.08M -$280K -8,834 -5%
Financial Engines Advisors
107
Financial Engines Advisors
California
$5M +$2.33M +73,583 +83%
TCOTS
108
Trust Company of the South
North Carolina
$4.86M +$661K +20,881 +15%
HFA
109
Hippocratic Financial Advisors
California
$4.73M +$4.87M +153,827 New
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$4.63M -$45.9K -1,451 -1%
EFA
111
Efficient Frontier Advisors
Connecticut
$4.58M
HWM
112
Hemington Wealth Management
Virginia
$4.57M +$223K +7,054 +5%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$4.42M +$494K +15,616 +12%
SC
114
Schoolcraft Capital
Colorado
$4.41M +$55.6K +1,756 +1%
AA
115
Ancora Advisors
Ohio
$4.39M +$427K +13,492 +10%
DWS
116
Discipline Wealth Solutions
South Carolina
$4.2M +$546K +17,242 +14%
CF
117
Corrigan Financial
Rhode Island
$3.98M +$330K +10,424 +9%
VPF
118
Vantage Point Financial
Illinois
$3.97M +$4.08M +128,972 New
FA
119
Fermata Advisors
California
$3.93M +$993K +31,347 +33%
PFA
120
Pettinga Financial Advisors
Indiana
$3.86M +$1.68M +53,106 +73%
PFA
121
Pillar Financial Advisors
Kentucky
$3.77M +$3.88M +122,510 New
KAM
122
KEB Asset Management
Illinois
$3.75M +$217K +6,852 +6%
Betterment LLC
123
Betterment LLC
New York
$3.64M +$1.34M +42,390 +56%
Stifel Financial
124
Stifel Financial
Missouri
$3.59M -$50K -1,580 -1%
VPWA
125
Vestia Personal Wealth Advisors
Indiana
$3.53M +$538K +16,979 +17%