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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
201
Graves Light Lenhart Wealth
Virginia
$551K +$1.45K +50 +0.3%
JIC
202
Joel Isaacson & Co
New York
$537K +$55.6K +1,917 +11%
TH
203
Team Hewins
California
$531K -$211K -7,279 -28%
SW
204
Simplicity Wealth
New Jersey
$525K +$493 +17 +0.1%
CMBA
205
C.M. Bidwell & Associates
Hawaii
$518K +$122K +4,192 +30%
Brown Advisory
206
Brown Advisory
Maryland
$513K
CIA
207
Compass Ion Advisors
Pennsylvania
$513K
MGW
208
MB Generational Wealth
Washington
$494K +$191K +6,571 +62%
CPWM
209
Cypress Point Wealth Management
Texas
$491K +$55.1K +1,900 +13%
WP
210
WMS Partners
Maryland
$485K -$1.02K -35 -0.2%
GOCP
211
Great Oak Capital Partners
Massachusetts
$485K +$21.1K +727 +5%
WCWM
212
Willow Creek Wealth Management
California
$470K
SC
213
Shearwater Capital
Colorado
$467K -$842 -29 -0.2%
KAM
214
Kraft Asset Management
Tennessee
$464K -$254K -8,746 -35%
CAM
215
CPA Asset Management
Florida
$458K +$462K +15,911 New
CPA
216
Capital Performance Advisors
California
$458K +$64.2K +2,212 +16%
AI
217
Atria Investments
North Carolina
$457K +$460K +15,866 New
MKW
218
Mullaney, Keating & Wright
Connecticut
$455K +$459K +15,812 New
Jones Financial Companies
219
Jones Financial Companies
Missouri
$453K +$128K +4,406 +39%
HA
220
Hanover Advisors
South Carolina
$452K -$90.4K -3,115 -17%
EP
221
Essential Planning
New Hampshire
$446K +$82.4K +2,838 +22%
MWM
222
Mission Wealth Management
California
$438K -$8.24K -284 -2%
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$422K +$80.9K +2,789 +24%
TWA
224
TCI Wealth Advisors
Arizona
$419K -$22.4K -773 -5%
Morgan Stanley
225
Morgan Stanley
New York
$415K -$374K -12,875 -47%