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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
151
Level Financial Advisors
New York
$2.6M +$331K +10,933 +13%
DWM
152
Dopkins Wealth Management
New York
$2.58M +$219K +7,252 +9%
FLPIM
153
F.L. Putnam Investment Management
Massachusetts
$2.57M -$2.98M -98,345 -52%
IWC
154
Integrated Wealth Concepts
Massachusetts
$2.53M +$25.2K +833 +0.9%
QFA
155
Quantum Financial Advisors
California
$2.5M -$660K -21,820 -20%
FS
156
Financial Symmetry
North Carolina
$2.47M +$138K +4,559 +5%
Jones Financial Companies
157
Jones Financial Companies
Missouri
$2.38M +$751K +24,810 +42%
C1AG
158
Client 1st Advisory Group
Florida
$2.35M +$1.09M +36,139 +76%
MWG
159
Martin Worley Group
Utah
$2.35M +$351K +11,590 +16%
VAG
160
Vannoy Advisory Group
Texas
$2.33M +$25.4K +841 +1%
BTI
161
Blue Trust Inc
Georgia
$2.31M -$54.3K -1,795 -2%
FFM
162
Forum Financial Management
Illinois
$2.29M +$974K +32,194 +65%
LFGO
163
Legacy Financial Group (Oklahoma)
Oklahoma
$2.2M +$36.5K +1,207 +2%
TH
164
Team Hewins
California
$2.19M +$1.87M +61,674 +382%
TWCA
165
Two West Capital Advisors
Kansas
$2.1M +$182K +6,026 +8%
CA
166
Clune & Associates
Illinois
$2.09M +$9.2K +304 +0.4%
VW
167
Vance Wealth
California
$2.09M -$5.19M -171,535 -70%
RCAG
168
Rehmann Capital Advisory Group
Michigan
$2.08M +$180K +5,958 +9%
AIM
169
Advyzon Investment Management
Illinois
$2.08M -$403K -13,334 -15%
Wealthfront Advisers
170
Wealthfront Advisers
California
$2.06M +$24.3K +803 +1%
LWM
171
LJI Wealth Management
Indiana
$2.06M -$186K -6,140 -8%
KWA
172
Kingswood Wealth Advisors
California
$2.04M +$66.8K +2,208 +3%
VFG
173
V2 Financial group
Illinois
$2M -$98.1K -3,242 -4%
OWA
174
Oak Wealth Advisors
Illinois
$1.92M +$6.6K +218 +0.3%
XPN
175
XY Planning Network
Montana
$1.91M +$250K +8,269 +14%