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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
LJI Wealth Management
Indiana
$2.44M +$144K +4,537 +6%
SFG
152
SNS Financial Group
Minnesota
$2.44M +$17.4K +548 +0.7%
LFGO
153
Legacy Financial Group (Oklahoma)
Oklahoma
$2.37M +$114K +3,593 +5%
TWCA
154
Two West Capital Advisors
Kansas
$2.37M +$272K +8,576 +13%
VFG
155
V2 Financial group
Illinois
$2.29M +$43.3K +1,368 +2%
CA
156
Clune & Associates
Illinois
$2.28M +$2.35M +74,072 New
DT
157
Diversified Trust
Tennessee
$2.23M -$103K -3,254 -4%
Wealthfront Advisers
158
Wealthfront Advisers
California
$2.23M +$450K +14,227 +24%
MWG
159
Martin Worley Group
Utah
$2.22M +$2.28M +71,966 New
KWA
160
Kingswood Wealth Advisors
California
$2.16M +$1.59M +50,133 +251%
Goldman Sachs
161
Goldman Sachs
New York
$2.14M +$41.6K +1,314 +2%
MWM
162
Mattern Wealth Management
Kansas
$2.13M +$326K +10,280 +17%
Truist Financial
163
Truist Financial
North Carolina
$2.12M -$486K -15,359 -18%
AA
164
Advisory Alpha
Michigan
$2.12M +$100K +3,167 +5%
OWA
165
Oak Wealth Advisors
Illinois
$2.09M +$2.15M +67,984 New
RCAG
166
Rehmann Capital Advisory Group
Michigan
$2.09M +$89.5K +2,827 +4%
TWD
167
True Wealth Design
Ohio
$2.04M -$406K -12,835 -16%
GPWM
168
Grant Private Wealth Management
California
$2.02M +$2.07M +65,513 New
CFGA
169
Cambridge Financial Group (Arizona)
Arizona
$2.01M +$157K +4,958 +8%
AFG
170
Altiora Financial Group
Ohio
$1.96M +$9.66K +305 +0.5%
Two Sigma Investments
171
Two Sigma Investments
New York
$1.96M +$2.01M +63,600 New
FWP
172
Firethorn Wealth Partners
Georgia
$1.93M -$60.5K -1,910 -3%
NWM
173
Northwest Wealth Management
Iowa
$1.89M +$108K +3,397 +6%
BEW
174
Burton Enright Welch
California
$1.87M +$271K +8,551 +16%
RGC
175
Roberts, Glore & Co
Illinois
$1.87M +$162K +5,111 +9%