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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFP
226
OLIO Financial Planning
Virginia
$2.29M -$2.62K -50 -0.1%
KP
227
Keel Point
Alabama
$2.26M +$1.78K +34 +0.1%
RWA
228
Rooted Wealth Advisors
Illinois
$2.26M +$210K +3,997 +11%
WAM
229
Weinberger Asset Management
California
$2.24M +$322K +6,147 +17%
AAS
230
Avantax Advisory Services
Texas
$2.22M +$396K +7,550 +21%
RWM
231
Rockwood Wealth Management
Pennsylvania
$2.21M +$1.19M +22,722 +114%
TCM
232
TruNorth Capital Management
Michigan
$2.2M -$176K -3,350 -7%
CAC
233
Certified Advisory Corp
Florida
$2.19M +$1.1K +21 +0%
WKWM
234
Walter & Keenan Wealth Management
Indiana
$2.19M +$2.21M +42,219 New
BA
235
Bridgewater Advisors
New York
$2.14M -$5.25K -100 -0.3%
TC
236
TownSquare Capital
Utah
$2.11M -$26.5K -505 -1%
BI
237
Berkeley Inc
Idaho
$2.08M -$2.2M -41,866 -51%
MWM
238
Mattern Wealth Management
Kansas
$2.08M
MA
239
Mutual Advisors
Nebraska
$2.04M +$713K +13,598 +60%
IAG
240
Investmark Advisory Group
Connecticut
$2.02M +$83.5K +1,591 +4%
AHL
241
Abel Hall LLC
Louisiana
$2.01M +$420 +8 +0%
MW
242
Marcum Wealth
Ohio
$1.98M -$12K -228 -0.6%
ACP
243
Aviance Capital Partners
Florida
$1.97M -$66.7K -1,271 -3%
GJIA
244
Glass Jacobson Investment Advisors
Maryland
$1.97M +$33.4K +636 +2%
CFP
245
Cascade Financial Partners
California
$1.94M
CSWM
246
Cassady Schiller Wealth Management
Ohio
$1.92M -$6.29K -120 -0.3%
AA
247
Addison Advisors
Vermont
$1.9M +$563K +10,737 +42%
Jane Street
248
Jane Street
New York
$1.87M +$300K +5,712 +19%
FWM
249
Fortress Wealth Management
California
$1.86M -$14.6K -279 -0.8%
FCI
250
Financial Counselors Inc
Kansas
$1.83M +$6.98K +133 +0.4%