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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
176
Glass Jacobson Investment Advisors
Maryland
$561K -$19.9K -768 -4%
GLLW
177
Graves Light Lenhart Wealth
Virginia
$542K +$51.3K +1,978 +12%
MA
178
Mutual Advisors
Nebraska
$533K +$66.7K +2,571 +16%
WRPWM
179
Werba Rubin Papier Wealth Management
California
$524K +$82.1K +3,165 +21%
KAM
180
Kraft Asset Management
Tennessee
$517K +$460K +17,742 New
AFP
181
Ausdal Financial Partners
Iowa
$511K -$1.82K -70 -0.4%
WP
182
WMS Partners
Maryland
$498K +$34.3K +1,321 +8%
WCWM
183
Willow Creek Wealth Management
California
$475K -$91.9K -3,540 -18%
KWM
184
Keebeck Wealth Management
Illinois
$473K +$421K +16,230 New
SC
185
Shearwater Capital
Colorado
$461K +$28.5K +1,100 +7%
MWM
186
Mission Wealth Management
California
$452K +$67.7K +2,610 +20%
TWA
187
TCI Wealth Advisors
Arizona
$450K +$4.23K +163 +1%
HA
188
Hanover Advisors
South Carolina
$431K +$384K +14,786 New
HWMT
189
Heritage Wealth Management (Texas)
Texas
$426K +$380K +14,644 New
MSF
190
Mustard Seed Financial
Arkansas
$422K +$376K +14,476 New
CPWM
191
Cypress Point Wealth Management
Texas
$412K +$367K +14,153 New
SS
192
Simplicity Solutions
Minnesota
$405K +$2.08K +80 +0.6%
RWM
193
Ruedi Wealth Management
Illinois
$403K -$41.8K -1,611 -10%
KSWA
194
Kathleen S. Wright Associates
Pennsylvania
$403K +$2.6K +100 +0.7%
RWM
195
Rockwood Wealth Management
Pennsylvania
$391K +$349K +13,431 New
BIG
196
Builder Investment Group
Georgia
$389K +$129K +4,976 +59%
EP
197
Essential Planning
New Hampshire
$369K +$329K +12,662 New
GAM
198
Gemmer Asset Management
California
$350K +$1.22K +47 +0.4%
JIC
199
Joel Isaacson & Co
New York
$349K +$1.19K +46 +0.4%
GOCP
200
Great Oak Capital Partners
Massachusetts
$334K +$298K +11,473 New