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Dimensional International Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$294K +$116K +4,750 +62%
PFM
152
Phillips Financial Management
Indiana
$282K +$79.9K +3,276 +38%
CG
153
Colony Group
Massachusetts
$273K +$280K +11,491 New
RLIM
154
Red Lighthouse Investment Management
New York
$272K +$102K +4,185 +58%
BCI
155
Brinker Capital Investments
Pennsylvania
$269K +$66.2K +2,713 +31%
OPS
156
Orion Portfolio Solutions
Nebraska
$269K +$66.2K +2,713 +31%
VFP
157
Verus Financial Partners
Virginia
$268K +$1.88K +77 +0.7%
JMPWA
158
JP Morgan Private Wealth Advisors
California
$263K
TC
159
Tacita Capital
Ontario, Canada
$259K
GC
160
Gibson Capital
Pennsylvania
$255K
LWM
161
LJI Wealth Management
Indiana
$239K -$2.45M -100,620 -91%
FC
162
Family CFO
California
$145K +$25.8K +1,056 +21%
MFC
163
Morris Financial Concepts
South Carolina
$138K +$50K +2,051 +54%
GEA
164
Glen Eagle Advisors
New Jersey
$125K
SFC
165
SYM Financial Corp
Indiana
$107K +$110K +4,507 New
KSWA
166
Kathleen S. Wright Associates
Pennsylvania
$106K +$732 +30 +0.7%
ME
167
McIlrath & Eck
Washington
$89.7K
VCM
168
Versant Capital Management
Arizona
$88.7K -$119K -4,887 -57%
AWM
169
Aspire Wealth Management
Massachusetts
$61K +$1.46K +60 +2%
LF
170
Lee Financial
Texas
$51.3K
WP
171
WealthShield Partners
North Carolina
$43.7K +$171 +7 +0.4%
GTAM
172
Global Trust Asset Management
Florida
$35.7K
APC
173
Aspire Private Capital
North Carolina
$34.3K +$10.6K +434 +43%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$33K +$33.7K +1,383 New
SSB
175
Sandy Spring Bank
Maryland
$24.6K +$25.3K +1,036 New