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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHWM
201
Pine Harbor Wealth Management
Maryland
$330K +$294K +11,349 New
GAM
202
GEM Asset Management
Michigan
$328K +$10.6K +407 +4%
CMBA
203
C.M. Bidwell & Associates
Hawaii
$322K -$36.2K -1,396 -11%
2L
204
25 LLC
Missouri
$321K +$19K +734 +7%
FPIS
205
Financial Planning & Information Services
Wisconsin
$314K -$12.3K -475 -4%
EWA
206
Elevate Wealth Advisory
Georgia
$312K +$278K +10,701 New
QC
207
Quent Capital
New York
$308K +$38K +1,466 +16%
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$302K -$20.4K -786 -7%
SRCM
209
Signature Resources Capital Management
California
$296K +$264K +10,159 New
LFA
210
Level Financial Advisors
New York
$292K +$148K +5,699 +131%
TLA
211
Tanglewood Legacy Advisors
Texas
$276K
AFG
212
Altiora Financial Group
Ohio
$263K +$15.7K +604 +7%
LFA
213
Lauterbach Financial Advisors
Texas
$260K +$231K +8,912 New
IFG
214
Independent Financial Group
California
$259K +$231K +8,897 New
CPA
215
Capital Performance Advisors
California
$246K +$219K +8,455 New
APG
216
Abacus Planning Group
South Carolina
$246K
NFP
217
Narus Financial Partners
Utah
$243K +$217K +8,354 New
AFGAS
218
Allegiance Financial Group Advisory Services
Virginia
$226K +$201K +7,747 New
AF
219
Advisornet Financial
Minnesota
$218K +$179K +6,901 +1,150%
ASN
220
Advisory Services Network
Georgia
$215K +$191K +7,370 New
PWM
221
Perigon Wealth Management
California
$213K +$190K +7,314 New
RIM
222
Rockbridge Investment Management
New York
$213K +$189K +7,302 New
RIP
223
RAM Investment Partners
Washington
$211K +$188K +7,236 New
SPI
224
Sutton Place Investors
New York
$211K +$188K +7,230 New
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$210K +$187K +7,199 New