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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
101
TCI Wealth Advisors
Arizona
$7.55M +$6.64M +239,732 +1,431%
PWM
102
PBMares Wealth Management
Virginia
$7.51M +$1.44M +51,951 +26%
ACM
103
Aspen Capital Management
Idaho
$7.46M -$513K -18,544 -7%
ME
104
McIlrath & Eck
Washington
$7.06M +$805K +29,079 +14%
EWA
105
EQ Wealth Advisors
Texas
$6.91M +$548K +19,776 +9%
SWM
106
Sentinel Wealth Management
Virginia
$6.88M +$6.47M +233,852 New
BPA
107
Beacon Pointe Advisors
California
$6.14M -$117K -4,221 -2%
CFO
108
Collective Family Office
Pennsylvania
$6.03M +$1.97M +70,971 +53%
VPWA
109
Vestia Personal Wealth Advisors
Indiana
$5.67M +$1.19M +42,834 +29%
Stifel Financial
110
Stifel Financial
Missouri
$5.48M -$227K -8,216 -4%
PFM
111
Phillips Financial Management
Indiana
$5.37M +$248K +8,965 +5%
HFA
112
Hippocratic Financial Advisors
California
$5.13M +$10.4K +375 +0.2%
GCA
113
Gradient Capital Advisors
California
$5.07M +$922K +33,299 +24%
AA
114
Ancora Advisors
Ohio
$5.03M +$323K +11,675 +7%
KW
115
Keyvantage Wealth
Pennsylvania
$5.02M +$339K +12,235 +8%
FFM
116
Forum Financial Management
Illinois
$4.92M +$2.38M +85,807 +105%
VPF
117
Vantage Point Financial
Illinois
$4.85M +$322K +11,615 +8%
PS
118
Pinney & Scofield
Massachusetts
$4.71M +$566K +20,434 +15%
PFA
119
Pillar Financial Advisors
Kentucky
$4.67M +$502K +18,148 +13%
PFA
120
Pettinga Financial Advisors
Indiana
$4.56M +$969K +35,012 +29%
MAM
121
Marquette Asset Management
Minnesota
$4.56M +$4.29M +154,911 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$4.54M -$5.36M -193,516 -56%
FFA
123
Farther Finance Advisors
California
$4.52M -$456K -16,457 -10%
EFA
124
Efficient Frontier Advisors
Connecticut
$4.48M +$95.4K +3,444 +2%
BH
125
Burk Holdings
Oklahoma
$4.43M +$1.07M +38,794 +35%