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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Dakota Wealth Management
Florida
$3.43M +$288K +7,700 +10%
AWM
202
Apollon Wealth Management
South Carolina
$3.41M +$2.91M +77,807 +771%
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$3.41M +$78.6K +2,102 +2%
SAI
204
Savvy Advisors Inc
New York
$3.38M +$417K +11,160 +15%
PFA
205
Pettinga Financial Advisors
Indiana
$3.38M +$41.6K +1,113 +1%
OWA
206
Oak Wealth Advisors
Illinois
$3.3M -$8.86K -237 -0.3%
TIAM2
207
Tru Independence Asset Management 2
Oregon
$3.3M -$237K -6,333 -7%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$3.27M +$436K +11,667 +16%
SA
209
Sanctuary Advisors
Indiana
$3.25M +$80.4K +2,151 +3%
DWM
210
Daner Wealth Management
Georgia
$3.19M +$382K +10,212 +15%
VAG
211
Vannoy Advisory Group
Texas
$3.18M -$69K -1,846 -2%
MHFA
212
Mission Hills Financial Advisory
California
$3.18M +$3.07M +82,059 New
SIS
213
Strategic Investment Solutions
Illinois
$3.18M +$193K +5,161 +7%
TP
214
Trailhead Planners
Minnesota
$3.18M -$447K -11,946 -13%
Citigroup
215
Citigroup
New York
$3.14M -$55K -1,472 -2%
KWA
216
Kingswood Wealth Advisors
California
$3.06M -$128K -3,420 -4%
NWM
217
Northwest Wealth Management
Iowa
$3.02M -$191K -5,103 -6%
WHCI
218
W.H. Cornerstone Investments
Massachusetts
$3.01M -$434K -11,615 -13%
RCAG
219
Rehmann Capital Advisory Group
Michigan
$2.99M -$14.9K -398 -0.5%
Wells Fargo
220
Wells Fargo
California
$2.96M +$2.59M +69,409 +1,008%
PPF
221
Pacific Park Financial
California
$2.89M +$1.01M +27,154 +57%
LFGO
222
Legacy Financial Group (Oklahoma)
Oklahoma
$2.88M +$2.69K +72 +0.1%
RWM
223
Ruedi Wealth Management
Illinois
$2.82M +$9.01K +241 +0.3%
S
224
SignatureFD
Georgia
$2.78M +$238K +6,378 +10%
RGC
225
Roberts, Glore & Co
Illinois
$2.74M -$135K -3,601 -5%