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Dimensional International Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
151
W.H. Cornerstone Investments
Massachusetts
$509K +$474K +19,731 New
EWA
152
Elevate Wealth Advisory
Georgia
$506K +$472K +19,639 New
RLIM
153
Red Lighthouse Investment Management
New York
$500K +$191K +7,958 +70%
VWA
154
Visionary Wealth Advisors
Illinois
$497K
Betterment LLC
155
Betterment LLC
New York
$485K +$78K +3,245 +21%
PFM
156
Phillips Financial Management
Indiana
$477K +$160K +6,664 +56%
DI
157
Disciplined Investments
Oklahoma
$470K +$140K +5,816 +47%
KAS
158
Kestra Advisory Services
Texas
$447K +$77.2K +3,211 +23%
RIP
159
RAM Investment Partners
Washington
$446K +$433 +18 +0.1%
HIA
160
Harbor Investment Advisory
Maryland
$432K +$13.5K +563 +3%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$423K
BFC
162
Bedel Financial Consulting
Indiana
$413K +$385K +16,006 New
HA
163
Hanover Advisors
South Carolina
$410K +$382K +15,894 New
FWP
164
Firethorn Wealth Partners
Georgia
$402K +$375K +15,586 New
PCM
165
Passive Capital Management
Maryland
$400K
PP
166
PrairieView Partners
Minnesota
$398K +$371K +15,415 +154,150%
SWM
167
Sterling Wealth Management
Illinois
$397K +$370K +15,406 New
SC
168
Shearwater Capital
Colorado
$392K +$15.5K +643 +4%
1WM
169
1900 Wealth Management
Texas
$388K -$230K -9,585 -39%
Osaic Holdings
170
Osaic Holdings
Arizona
$387K +$60.8K +2,530 +20%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$370K +$344K +14,330 New
RLWM
172
RF&L Wealth Management
Massachusetts
$366K +$21.2K +880 +7%
RCAG
173
Rehmann Capital Advisory Group
Michigan
$365K +$12.4K +515 +4%
LWM
174
LJI Wealth Management
Indiana
$361K +$94.8K +3,946 +39%
SHFA
175
SC&H Financial Advisors
Maryland
$359K +$337 +14 +0.1%