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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
LJI Wealth Management
Indiana
$2.33M +$166K +6,003 +8%
SC
177
Schubert & Co
Texas
$2.32M +$749K +27,054 +52%
RGC
178
Roberts, Glore & Co
Illinois
$2.29M +$412K +14,898 +24%
AIM
179
Advyzon Investment Management
Illinois
$2.28M +$95.2K +3,440 +5%
AUB
180
Atlantic Union Bankshares
Virginia
$2.19M +$2.06M +74,559 New
LFGO
181
Legacy Financial Group (Oklahoma)
Oklahoma
$2.16M -$138K -4,974 -6%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$2.13M -$46K -1,663 -2%
EK
183
Evensky & Katz
Florida
$2.12M -$857K -30,963 -30%
VFG
184
V2 Financial group
Illinois
$2.11M +$13.9K +503 +0.7%
NWM
185
Northwest Wealth Management
Iowa
$2.1M +$231K +8,348 +13%
VW
186
Vance Wealth
California
$2.07M -$110K -3,969 -5%
BMWS
187
Brady Martz Wealth Solutions
North Dakota
$2.01M +$1.89M +68,356 New
KWA
188
Kingswood Wealth Advisors
California
$2.01M -$111K -4,021 -6%
RWM
189
Ruedi Wealth Management
Illinois
$2M +$1.48M +53,545 +372%
QHA
190
Quarry Hill Advisors
Minnesota
$1.94M +$1.02M +37,018 +127%
MWM
191
Mission Wealth Management
California
$1.94M +$1.56M +56,361 +583%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$1.94M +$1.64M +59,152 +871%
MCM
193
MAI Capital Management
Ohio
$1.94M +$63.5K +2,295 +4%
NSG
194
Nalls Sherbakoff Group
Tennessee
$1.93M +$72.9K +2,632 +4%
EB
195
Emprise Bank
Kansas
$1.9M +$1.79M +64,648 New
MFT
196
Moisand Fitzgerald Tamayo
Florida
$1.88M +$167K +6,038 +10%
TWD
197
True Wealth Design
Ohio
$1.88M -$88.2K -3,186 -5%
FWP
198
Firethorn Wealth Partners
Georgia
$1.87M -$28.9K -1,045 -2%
AA
199
Alpha Advisors
Virginia
$1.86M +$545K +19,673 +45%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$1.85M +$338K +12,197 +24%