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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Melfa Wealth Management
Massachusetts
$6M +$689K +18,422 +14%
CSW
152
Cogent Strategic Wealth
Illinois
$5.98M -$204K -5,446 -3%
VFG
153
V2 Financial group
Illinois
$5.9M +$912K +24,411 +19%
RCM
154
Richardson Capital Management
Wisconsin
$5.89M +$188K +5,043 +3%
MAM
155
Marquette Asset Management
Minnesota
$5.83M -$93.1K -2,490 -2%
BH
156
Burk Holdings
Oklahoma
$5.83M -$117K -3,125 -2%
KCWM
157
Kane Co Wealth Management
Iowa
$5.6M -$24.4K -652 -0.4%
LFA
158
Level Financial Advisors
New York
$5.58M +$205K +5,479 +4%
QC
159
Quent Capital
New York
$5.44M +$491K +13,127 +10%
FA
160
Fermata Advisors
California
$5.27M -$15.7K -419 -0.3%
FFM
161
Forum Financial Management
Illinois
$5.21M -$345K -9,225 -6%
ICMP
162
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.18M -$25.2K -675 -0.5%
SC
163
Schoolcraft Capital
Colorado
$5.16M -$81.7K -2,187 -2%
HIGP
164
Hill Investment Group Partners
Missouri
$5.14M -$80.3K -2,148 -2%
WCM
165
Warburton Capital Management
Oklahoma
$4.94M +$2.23M +59,680 +88%
FS
166
Financial Symmetry
North Carolina
$4.93M +$102K +2,727 +2%
TAWM
167
Three Arch Wealth Management
California
$4.76M -$329K -8,805 -7%
SWG
168
Summit Wealth Group
Vermont
$4.76M -$26.4K -705 -0.6%
AQR Capital Management
169
AQR Capital Management
Connecticut
$4.69M +$971K +25,978 +27%
SF
170
Summit Financial
New Jersey
$4.61M -$68.1K -1,821 -2%
IA
171
IFG Advisory
Georgia
$4.58M +$4.26M +113,967 +2,811%
GCM
172
Gibraltar Capital Management
Oklahoma
$4.56M +$342K +9,140 +8%
ABC
173
Anchor Bay Capital
California
$4.5M +$4.18M +111,726 New
SWGC
174
Summit Wealth Group (Colorado)
Colorado
$4.5M -$46.1K -1,233 -1%
UBS Group
175
UBS Group
Switzerland
$4.49M +$42.8K +1,144 +1%