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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWS
126
Discipline Wealth Solutions
South Carolina
$4.93M +$387K +12,374 +9%
MAM
127
Marquette Asset Management
Minnesota
$4.93M -$1.28K -41 -0%
BH
128
Burk Holdings
Oklahoma
$4.83M +$34.2K +1,095 +0.7%
PWP
129
Parkwoods Wealth Partners
New York
$4.72M +$3.85M +123,322 +493%
AIS
130
American Investment Services
Massachusetts
$4.69M +$342K +10,956 +8%
FFM
131
Forum Financial Management
Illinois
$4.51M -$797K -25,525 -15%
LF
132
Lantz Financial
Illinois
$4.43M +$367K +11,733 +9%
ACP
133
Aviance Capital Partners
Florida
$4.31M +$98.5K +3,153 +2%
CCA
134
Cravens & Co Advisors
Tennessee
$4.31M +$102K +3,257 +2%
HIGP
135
Hill Investment Group Partners
Missouri
$4.28M +$9.25K +296 +0.2%
FA
136
Fermata Advisors
California
$4.24M -$117K -3,740 -3%
XPN
137
XY Planning Network
Montana
$4.21M
SFA
138
Sequoia Financial Advisors
Ohio
$4.19M +$3.21M +102,742 +356%
SCA
139
Strathmore Capital Advisors
North Carolina
$4.16M +$218K +6,983 +6%
SC
140
Schoolcraft Capital
Colorado
$4.14M -$99.2K -3,175 -2%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$4.14M +$46.9K +1,502 +1%
Jones Financial Companies
142
Jones Financial Companies
Missouri
$4.1M +$214K +6,845 +6%
SFM
143
Signet Financial Management
New Jersey
$3.96M -$92.3K -2,954 -2%
Two Sigma Investments
144
Two Sigma Investments
New York
$3.96M +$3.88M +124,300 New
SWG
145
Summit Wealth Group
Vermont
$3.91M +$171K +5,459 +5%
AA
146
Advisory Alpha
Michigan
$3.87M +$288K +9,218 +8%
C1AG
147
Client 1st Advisory Group
Florida
$3.84M +$809K +25,911 +27%
DI
148
Disciplined Investors
Texas
$3.75M +$31.6K +1,011 +0.9%
MWM
149
McMill Wealth Management
Nebraska
$3.74M +$566K +18,108 +18%
ICMP
150
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.72M +$3.65M +116,747 New