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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$32.9K -$8.79K -333 -20%
CCA
202
Column Capital Advisors
Indiana
$28.3K
AC
203
AlphaCore Capital
California
$26.3K
ADL
204
Asset Dedication LLC
California
$26K
CSWM
205
Cassady Schiller Wealth Management
Ohio
$25K
FSWA
206
Financial Synergies Wealth Advisors
Texas
$24K +$10.3K +389 +70%
LFG
207
Larson Financial Group
Missouri
$22.8K
GRP
208
Global Retirement Partners
California
$19.1K
PA
209
Parallel Advisors
California
$17.2K
AF
210
Advisornet Financial
Minnesota
$15.2K
Comerica Bank
211
Comerica Bank
Texas
$10.9K +$11.4K +432 New
HNB
212
Huntington National Bank
Ohio
$9.53K
S
213
SignatureFD
Georgia
$9.5K +$3.17K +120 +47%
VCM
214
Versant Capital Management
Arizona
$5.45K
CT
215
Colonial Trust
South Carolina
$5.4K
SWM
216
Sanctuary Wealth Management
Idaho
$4.71K +$4.91K +186 New
CWP
217
Concord Wealth Partners
Virginia
$3.74K +$26 +1 +0.7%
TAM
218
Tucker Asset Management
Colorado
$2.53K +$2.64K +100 New
SFG
219
Steward Financial Group
Texas
$2K +$2.64K +100 New
AWM
220
Avondale Wealth Management
Texas
$1.46K +$1.53K +58 New
Fidelity Investments
221
Fidelity Investments
Massachusetts
$25 +$26 +1 New
Wells Fargo
222
Wells Fargo
California
$4 -$40.4K -1,531 Closed
Jane Street
223
Jane Street
New York
-$3.52M -137,059 Closed
MWM
224
Merriman Wealth Management
Washington
-$3.07M -119,564 Closed
V
225
Veritable
Delaware
-$2.29M -88,942 Closed