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DFSV

Dimensional US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$233M
MWM
2
Merriman Wealth Management
Washington
$130M +$140M +5,749,117 New
TI
3
Truepoint Inc
Ohio
$17M +$18.4M +754,255 New
BDF
4
Balasa Dinverno & Foltz
$11.9M +$12.3M +503,236 +2,080%
B
5
BetterWealth
California
$11.7M +$12.7M +518,264 New
3LCM
6
3D/L Capital Management
Connecticut
$8.87M +$9.61M +393,370 New
ACP
7
Aveo Capital Partners
Colorado
$5.93M +$4.96M +203,242 +341%
SCM
8
Stordahl Capital Management
Colorado
$4.33M +$4.69M +192,054 New
IFA
9
Index Fund Advisors
California
$3.46M +$3.16M +129,356 +536%
PFM
10
Phillips Financial Management
Indiana
$3.14M +$3.4M +139,038 New
ASI
11
Advisory Services & Investments
Oregon
$2.79M +$3.02M +123,651 New
CPIG
12
Chicago Partners Investment Group
Illinois
$2.35M +$2.31M +94,518 New
BO
13
BRR OpCo
Ohio
$1.92M +$2.08M +85,279 New
EAM
14
Evanson Asset Management
California
$1.9M +$1.79M +73,149 +663%
EP
15
Equius Partners
California
$1.51M +$1.4M +57,414 +603%
RVPG
16
Relative Value Partners Group
$1.34M +$1.32M +54,049 New
GTAM
17
Global Trust Asset Management
Florida
$1.21M +$1.31M +53,810 New
TWP
18
Total Wealth Planning
Ohio
$1.1M +$1.19M +48,873 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.01M +$1.09M +44,838 New
HIGP
20
Hill Investment Group Partners
Missouri
$984K +$1.06M +43,601 New
CWM
21
Cahill Wealth Management
Michigan
$859K +$930K +38,082 New
HighTower Advisors
22
HighTower Advisors
Illinois
$583K +$629K +25,776 New
BPA
23
Beacon Pointe Advisors
California
$558K +$604K +24,723 New
SC
24
Schubert & Co
Texas
$509K +$518K +21,195 +1,575%
SFG
25
SNS Financial Group
Minnesota
$504K +$546K +22,355 New