We are live on ! Find out more
DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$6M +$574K +18,976 +10%
ME
102
McIlrath & Eck
Washington
$5.94M +$548K +18,122 +9%
FWMP
103
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$5.88M +$1.19M +39,334 +23%
KAM
104
KEB Asset Management
Illinois
$5.84M +$2.6M +85,776 +70%
PWM
105
PBMares Wealth Management
Virginia
$5.72M +$310K +10,255 +5%
TIM
106
Tortoise Investment Management
New York
$5.55M +$854K +28,207 +17%
Stifel Financial
107
Stifel Financial
Missouri
$5.48M +$2.36M +77,865 +67%
ACP
108
Aveo Capital Partners
Colorado
$5.39M +$354K +11,684 +6%
SC
109
Scratch Capital
Idaho
$5.33M +$4.73M +156,306 +474%
HFA
110
Hippocratic Financial Advisors
California
$4.9M +$607K +20,074 +13%
PFM
111
Phillips Financial Management
Indiana
$4.88M +$118K +3,886 +2%
FFA
112
Farther Finance Advisors
California
$4.79M +$1.68M +55,623 +49%
CF
113
Corrigan Financial
Rhode Island
$4.56M +$990K +32,707 +25%
AA
114
Ancora Advisors
Ohio
$4.48M +$497K +16,415 +12%
KW
115
Keyvantage Wealth
Pennsylvania
$4.46M +$4.51M +149,128 +1,614%
SC
116
Schoolcraft Capital
Colorado
$4.42M +$416K +13,764 +10%
VPF
117
Vantage Point Financial
Illinois
$4.31M +$734K +24,243 +19%
VPWA
118
Vestia Personal Wealth Advisors
Indiana
$4.22M +$1.06M +35,009 +30%
EFA
119
Efficient Frontier Advisors
Connecticut
$4.19M
PFA
120
Pillar Financial Advisors
Kentucky
$3.96M +$550K +18,189 +15%
PS
121
Pinney & Scofield
Massachusetts
$3.93M +$1.03M +33,910 +32%
GCA
122
Gradient Capital Advisors
California
$3.92M +$740K +24,442 +21%
SFM
123
Signet Financial Management
New Jersey
$3.92M -$788K -26,028 -16%
FA
124
Fermata Advisors
California
$3.82M +$244K +8,053 +6%
CFO
125
Collective Family Office
Pennsylvania
$3.77M +$1.31M +43,351 +48%