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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gemmer Asset Management
California
$306K +$1.15K +47 +0.4%
JIC
152
Joel Isaacson & Co
New York
$306K +$61.1K +2,498 +27%
LWM
153
Lodestone Wealth Management
Washington
$293K +$279K +11,419 New
FPIS
154
Financial Planning & Information Services
Wisconsin
$293K -$106K -4,329 -28%
Citadel Advisors
155
Citadel Advisors
Florida
$291K +$277K +11,314 New
AA
156
Ancora Advisors
Ohio
$273K +$172K +7,032 +195%
NL
157
NWAM LLC
Washington
$259K +$247K +10,080 New
RWM
158
Ruedi Wealth Management
Illinois
$258K -$180K -7,347 -42%
NWM
159
Northwest Wealth Management
Iowa
$254K +$242K +9,881 New
FOA
160
Five Oceans Advisors
California
$248K -$305K -12,453 -56%
CMBA
161
C.M. Bidwell & Associates
Hawaii
$246K +$166K +6,769 +241%
TLA
162
Tanglewood Legacy Advisors
Texas
$243K
2L
163
25 LLC
Missouri
$241K +$15.5K +632 +7%
THL
164
Tillman Hartley LLC
Colorado
$238K
GAM
165
GEM Asset Management
Michigan
$234K -$1K -41 -0.4%
KSWA
166
Kathleen S. Wright Associates
Pennsylvania
$232K +$221K +9,021 New
QC
167
Quent Capital
New York
$219K +$26.5K +1,083 +15%
APG
168
Abacus Planning Group
South Carolina
$217K +$318 +13 +0.2%
AFG
169
Altiora Financial Group
Ohio
$216K +$206K +8,423 New
SPI
170
Sutton Place Investors
New York
$212K +$202K +8,267 New
AWM
171
Aspire Wealth Management
Massachusetts
$170K +$36.6K +1,496 +29%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$144K
WP
173
WealthShield Partners
North Carolina
$137K +$12.7K +518 +11%
Bank of America
174
Bank of America
North Carolina
$81.1K +$77.2K +3,155 New
LFA
175
Level Financial Advisors
New York
$69.3K +$50K +2,043 +312%