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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$3.42M +$3.16M +98,318 +1,712%
IA
177
IFG Advisory
Georgia
$3.34M +$45K +1,398 +1%
APW
178
Austin Private Wealth
Texas
$3.3M +$97.1K +3,020 +3%
B
179
BetterWealth
California
$3.3M -$87.2K -2,710 -3%
LG
180
LAM Group
Oregon
$3.26M -$64.3K -2,000 -2%
BW
181
BIP Wealth
Georgia
$3.23M +$1.65M +51,180 +109%
SC
182
Schubert & Co
Texas
$3.23M +$585K +18,181 +23%
SIMC
183
Squire Investment Management Company
Utah
$3.2M +$19.5K +605 +0.6%
BTI
184
Blue Trust Inc
Georgia
$3.17M +$201K +6,251 +7%
TP
185
Trailhead Planners
Minnesota
$3.06M +$3M +93,151 New
MWM
186
Madrid Wealth Management
New Mexico
$3.04M +$2.97M +92,338 New
TWCA
187
Two West Capital Advisors
Kansas
$3.02M +$133K +4,127 +5%
GCM
188
Gibraltar Capital Management
Oklahoma
$3.02M +$827K +25,720 +39%
FNBT
189
FineMark National Bank & Trust
Florida
$3.01M +$913K +28,384 +45%
AUB
190
Atlantic Union Bankshares
Virginia
$3.01M +$305K +9,475 +12%
TIAM2
191
Tru Independence Asset Management 2
Oregon
$3M +$182K +5,674 +7%
NL
192
NKCFO LLC
Illinois
$2.91M
Truist Financial
193
Truist Financial
North Carolina
$2.91M -$86.2K -2,680 -3%
SFG
194
SNS Financial Group
Minnesota
$2.89M
OWA
195
Oak Wealth Advisors
Illinois
$2.88M -$151K -4,695 -5%
VW
196
Vance Wealth
California
$2.85M +$354K +10,996 +15%
BEW
197
Burton Enright Welch
California
$2.85M -$5.66K -176 -0.2%
VAG
198
Vannoy Advisory Group
Texas
$2.8M +$3.15K +98 +0.1%
AA
199
Alpha Advisors
Virginia
$2.7M +$3.99K +124 +0.2%
BAM
200
Bayshore Asset Management
Florida
$2.7M +$1.11M +34,461 +72%