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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPI
226
Diversified Portfolios Inc
Michigan
$4.23M +$5.3K +93 +0.1%
CIAS
227
CFS Investment Advisory Services
New Jersey
$4.19M -$720K -12,647 -15%
WA
228
Wealthstream Advisors
New York
$4.15M -$31.4K -552 -0.8%
EWA
229
Elevate Wealth Advisory
Georgia
$4.15M +$92.6K +1,626 +2%
ACP
230
Aviance Capital Partners
Florida
$4.15M +$85.4K +1,500 +2%
VPF
231
Vantage Point Financial
Illinois
$4.13M -$208K -3,652 -5%
LFA
232
Level Financial Advisors
New York
$4.12M +$35.2K +618 +0.9%
HIGP
233
Hill Investment Group Partners
Missouri
$4.11M -$72.1K -1,266 -2%
EWA
234
EverSource Wealth Advisors
Alabama
$4M -$2.51K -44 -0.1%
WKWM
235
Walter & Keenan Wealth Management
Indiana
$3.95M -$57.8K -1,014 -1%
IIM
236
InTrack Investment Management
Vermont
$3.92M +$177K +3,106 +5%
HWM
237
HB Wealth Management
Georgia
$3.88M +$3.19M +56,034 +531%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$3.72M +$2.95M +51,707 +426%
KA
239
Klingman & Associates
New York
$3.59M -$34.2K -600 -1%
TWP
240
Total Wealth Planning
Ohio
$3.58M -$24.4K -428 -0.7%
SP
241
Symmetry Partners
Connecticut
$3.56M +$74.8K +1,314 +2%
BEW
242
Burton Enright Welch
California
$3.54M +$71.8K +1,260 +2%
BFC
243
Bedel Financial Consulting
Indiana
$3.52M +$580K +10,180 +20%
FFO
244
Fortitude Family Office
Arizona
$3.51M +$731K +12,836 +27%
SDWIA
245
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.47M -$16.3K -287 -0.5%
AWM
246
Axxcess Wealth Management
California
$3.42M +$174K +3,058 +5%
LOPW
247
Live Oak Private Wealth
North Carolina
$3.36M
CAM
248
Cresset Asset Management
Illinois
$3.34M +$482K +8,471 +17%
SW
249
Simplicity Wealth
New Jersey
$3.31M -$3.5M -61,411 -52%
SRWM
250
Shira Ridge Wealth Management
California
$3.3M -$3.87K -68 -0.1%