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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
$3.67M +$276K +8,848 +8%
QFA
152
Quantum Financial Advisors
California
$3.65M +$21.3K +681 +0.6%
AFG
153
ABLE Financial Group
Arizona
$3.59M -$229K -7,321 -6%
QC
154
Quent Capital
New York
$3.46M +$176K +5,638 +5%
LFA
155
Level Financial Advisors
New York
$3.45M +$484K +15,504 +17%
MAM
156
McLean Asset Management
Virginia
$3.39M +$3.28M +104,892 New
FS
157
Financial Symmetry
North Carolina
$3.38M +$453K +14,493 +16%
W
158
WealthCollab
Washington
$3.34M
B
159
BetterWealth
California
$3.28M -$304K -9,719 -9%
OFI
160
Outbound Financial Inc
Colorado
$3.27M -$35.5K -1,136 -1%
TH
161
Team Hewins
California
$3.27M -$130K -4,156 -4%
CA
162
Clune & Associates
Illinois
$3.22M +$349K +11,168 +12%
LG
163
LAM Group
Oregon
$3.22M -$121K -3,875 -4%
WHCI
164
W.H. Cornerstone Investments
Massachusetts
$3.21M +$89.4K +2,862 +3%
IA
165
IFG Advisory
Georgia
$3.19M -$250K -8,008 -7%
APW
166
Austin Private Wealth
Texas
$3.1M +$201K +6,432 +7%
SIMC
167
Squire Investment Management Company
Utah
$3.08M +$366K +11,711 +14%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$2.97M -$1.91M -61,118 -40%
AWA
169
Acorn Wealth Advisors
Michigan
$2.97M +$1.03M +33,004 +55%
OWA
170
Oak Wealth Advisors
Illinois
$2.93M -$20.3K -651 -0.7%
Truist Financial
171
Truist Financial
North Carolina
$2.9M -$497K -15,898 -15%
SHFA
172
SC&H Financial Advisors
Maryland
$2.89M -$490K -15,698 -15%
IWC
173
Integrated Wealth Concepts
Massachusetts
$2.88M +$2.81K +90 +0.1%
BTI
174
Blue Trust Inc
Georgia
$2.87M +$4.53K +145 +0.2%
TWCA
175
Two West Capital Advisors
Kansas
$2.82M +$104K +3,334 +4%