We are live on ! Find out more
DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
126
Annapolis Financial Services
Maryland
$405K +$356K +13,593 +515%
AFGAS
127
Allegiance Financial Group Advisory Services
Virginia
$404K +$472 +18 +0.1%
FPIS
128
Financial Planning & Information Services
Wisconsin
$392K +$20.2K +769 +5%
QHA
129
Quarry Hill Advisors
Minnesota
$386K +$79 +3 +0%
TWA
130
TCI Wealth Advisors
Arizona
$385K +$17.6K +670 +5%
EWA
131
EP Wealth Advisors
California
$373K -$7.9M -301,574 -99%
BIP
132
Blueprint Investment Partners
North Carolina
$370K +$389K +14,828 New
AAS
133
Avantax Advisory Services
Texas
$336K +$354K +13,489 New
RCAG
134
Rehmann Capital Advisory Group
Michigan
$320K +$336K +12,833 New
GLLW
135
Graves Light Lenhart Wealth
Virginia
$318K
EIA
136
Eldridge Investment Advisors
New Hampshire
$316K +$332K +12,669 New
Wells Fargo
137
Wells Fargo
California
$306K +$322K +12,284 New
AC
138
AWM Capital
Arizona
$303K +$318K +12,140 New
FWM
139
FMB Wealth Management
California
$297K +$38.7K +1,475 +14%
GAM
140
Gemmer Asset Management
California
$296K +$311K +11,871 New
BEW
141
Burton Enright Welch
California
$295K +$310K +11,840 New
FPAS
142
Focus Partners Advisor Solutions
Missouri
$278K +$292K +11,156 New
RGC
143
Roberts, Glore & Co
Illinois
$278K +$31.2K +1,190 +12%
MFA
144
McClarren Financial Advisors
Pennsylvania
$277K +$84K +3,207 +39%
SC
145
Shearwater Capital
Colorado
$275K +$63.6K +2,427 +28%
SPC
146
Sigma Planning Corp
Michigan
$261K +$25.4K +971 +10%
MWM
147
Mission Wealth Management
California
$255K +$268K +10,243 New
MML Investors Services
148
MML Investors Services
Massachusetts
$246K +$258K +9,858 New
TLA
149
Tanglewood Legacy Advisors
Texas
$236K +$248K +9,469 New
JIC
150
Joel Isaacson & Co
New York
$234K +$246K +9,397 New