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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
226
Werba Rubin Papier Wealth Management
California
$2.15M +$4.77K +102 +0.2%
AC
227
Annandale Capital
Texas
$2.14M +$1.33M +28,550 +230%
MWM
228
Mattern Wealth Management
Kansas
$2.09M -$5.24K -112 -0.3%
MW
229
Marcum Wealth
Ohio
$2.06M -$57.7K -1,234 -3%
US Bancorp
230
US Bancorp
Minnesota
$2.03M +$140 +3 +0%
AHL
231
Abel Hall LLC
Louisiana
$2.03M +$1.81M +38,737 New
BA
232
Bridgewater Advisors
New York
$2.01M -$49.9K -1,067 -3%
CSWM
233
Cassady Schiller Wealth Management
Ohio
$1.96M -$4.11K -88 -0.2%
IAG
234
Investmark Advisory Group
Connecticut
$1.94M +$222K +4,747 +15%
GJIA
235
Glass Jacobson Investment Advisors
Maryland
$1.9M -$46.8K -1,002 -3%
FSWA
236
Financial Synergies Wealth Advisors
Texas
$1.85M +$400K +8,548 +25%
RWA
237
Rooted Wealth Advisors
Illinois
$1.8M +$141K +3,026 +9%
HIG
238
Heritage Investment Group
Florida
$1.77M
KCPG
239
Kavar Capital Partners Group
Kansas
$1.76M +$786K +16,823 +100%
WCA
240
Waypoint Capital Advisors
Minnesota
$1.74M +$1.07M +22,936 +220%
AWM
241
Avior Wealth Management
Nebraska
$1.73M +$102K +2,192 +7%
MWPCG
242
Measured Wealth Private Client Group
New Hampshire
$1.72M -$41.6K -889 -3%
Northern Trust
243
Northern Trust
Illinois
$1.71M +$8.65K +185 +0.6%
HWM
244
HFG Wealth Management
Texas
$1.69M +$1.51M +32,289 New
IWM
245
IHT Wealth Management
Illinois
$1.68M -$190K -4,055 -11%
MCA
246
Maryland Capital Advisors
Maryland
$1.66M +$122K +2,616 +9%
SC
247
Schubert & Co
Texas
$1.66M -$234K -5,006 -14%
LG
248
LAM Group
Oregon
$1.66M -$62.3K -1,332 -4%
RCAG
249
Rehmann Capital Advisory Group
Michigan
$1.65M -$26.6K -570 -2%
TWP
250
Tempus Wealth Planning
California
$1.63M +$1.46M +31,173 New