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Dimensional International Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
401
Baker Tilly Wealth Management
Wisconsin
$226K +$234K +5,642 New
MA
402
Mutual Advisors
Nebraska
$224K -$22.5K -543 -9%
IAS
403
Insigneo Advisory Services
Florida
$224K +$232K +5,582 New
TP
404
Tranquility Partners
Tennessee
$218K +$225K +5,422 New
SA
405
Stolz & Associates
Washington
$217K – – –
HIP
406
HUB Investment Partners
Texas
$215K +$223K +5,368 New
IC
407
IEQ Capital
California
$211K – – –
GEA
408
Glen Eagle Advisors
New Jersey
$211K – – –
CWP
409
Concord Wealth Partners
Virginia
$210K +$217K +5,227 New
VWA
410
Valued Wealth Advisors
Utah
$206K +$154K +3,712 +262%
EWP
411
Elevation Wealth Partners
California
$206K +$2.65K +64 +1%
FFA
412
Frazier Financial Advisors
Ohio
$206K -$3.03K -73 -1%
VCP
413
Vista Capital Partners
Oregon
$205K +$212K +5,115 New
OPWM
414
Oakwell Private Wealth Management
Texas
$204K +$211K +5,090 New
VCM
415
Versant Capital Management
Arizona
$203K +$2.12K +51 +1%
IWM
416
IHT Wealth Management
Illinois
$203K +$210K +5,062 New
LWCFA
417
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$176K – – –
OCWP
418
Owl Creek Wealth Partners
Colorado
$166K +$19.3K +466 +13%
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$150K +$98.7K +2,380 +177%
PFA
420
Pillar Financial Advisors
Kentucky
$148K – – –
DF
421
DecisionPoint Financial
Arizona
$147K +$2.2K +53 +1%
IA
422
IFP Advisors
Florida
$133K -$37.6K -907 -21%
CSP
423
Cary Street Partners
Virginia
$130K +$134K +3,239 New
GWM
424
Geneos Wealth Management
Colorado
$120K – – –
RIAS
425
Rachor Investment Advisory Services
Michigan
$112K +$18.2K +440 +19%