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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
226
Evoke Wealth
California
$183K
DOA
227
D'Orazio & Associates
Virginia
$177K
AIM
228
Acropolis Investment Management
Missouri
$169K +$355 +8 +0.2%
BWA
229
BDO Wealth Advisors
Florida
$168K
Franklin Resources
230
Franklin Resources
California
$158K +$798 +18 +0.5%
WFA
231
WestHill Financial Advisors
California
$156K +$156K +3,513 New
HI
232
Harbour Investments
Wisconsin
$155K
SFP
233
Sterling Financial Planning
New Jersey
$153K +$6.16K +139 +4%
S
234
SignatureFD
Georgia
$149K +$149K +3,351 New
RTL
235
Red Tortoise LLC
Georgia
$128K +$146K +3,289 New
QCG
236
Quadrant Capital Group
Ohio
$118K
CFFP
237
Center for Financial Planning
Michigan
$112K
IRC
238
Investors Research Corp
Georgia
$102K +$102K +2,296 New
PO
239
Private Ocean
California
$97K -$113K -2,557 -54%
GWS
240
Glassman Wealth Services
Virginia
$91K
RDFA
241
Ritter Daniher Financial Advisory
Ohio
$84K
LWM
242
Liberty Wealth Management
California
$84K +$177 +4 +0.2%
GWSG
243
GPS Wealth Strategies Group
Colorado
$79K +$30.1K +680 +62%
OFG
244
Oxford Financial Group
Indiana
$76K -$65.7K -1,481 -46%
MAWCM
245
Mine & Arao Wealth Creation & Management
California
$73K
RIM
246
Rockbridge Investment Management
New York
$55K +$54.9K +1,238 New
CCM
247
Covington Capital Management
California
$53K
CIAS
248
Capital Investment Advisory Services
North Carolina
$50K -$41.3K -931 -45%
CTC
249
Central Trust Company
Missouri
$48K +$842 +19 +2%
SN
250
Sittner & Nelson
Oregon
$42K +$41.6K +939 New