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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Platform Wealth Management
Utah
$5.01M +$4.91M +84,122 New
MCA
227
Maryland Capital Advisors
Maryland
$4.99M +$464K +7,958 +10%
WWWM
228
White Wing Wealth Management
Texas
$4.91M +$81.3K +1,394 +2%
SC
229
Shearwater Capital
Colorado
$4.91M -$17.2K -295 -0.4%
RFA
230
RTD Financial Advisors
Pennsylvania
$4.82M -$8.69K -149 -0.2%
BH
231
Burk Holdings
Oklahoma
$4.82M +$329K +5,636 +7%
BJB
232
Broadhurst Jeffrey B
$4.74M +$4.65M +79,665 New
BCI
233
Brinker Capital Investments
Pennsylvania
$4.67M +$229K +3,924 +5%
PCM
234
Passive Capital Management
Maryland
$4.58M +$2.92K +50 +0.1%
Northern Trust
235
Northern Trust
Illinois
$4.58M -$213K -3,655 -5%
SHFA
236
SC&H Financial Advisors
Maryland
$4.54M -$58.6K -1,004 -1%
VCA
237
Verdence Capital Advisors
Maryland
$4.5M
BP
238
BBR Partners
New York
$4.45M
PAM
239
Pacific Asset Management
Washington
$4.41M -$83.5K -1,431 -2%
PWS
240
Physician Wealth Solutions
Nevada
$4.38M
EK
241
Evensky & Katz
Florida
$4.34M -$9.63K -165 -0.2%
PWMG
242
Private Wealth Management Group
New Jersey
$4.32M -$180K -3,091 -4%
EWA
243
Elevate Wealth Advisory
Georgia
$4.27M +$29.5K +505 +0.7%
FF
244
Frankly Finances
Florida
$4.26M +$4.18M +71,580 New
DPI
245
Diversified Portfolios Inc
Michigan
$4.24M -$78.8K -1,351 -2%
ACP
246
Aviance Capital Partners
Florida
$4.23M -$8.75K -150 -0.2%
HWM
247
HB Wealth Management
Georgia
$4.18M +$208K +3,557 +5%
CIAS
248
CFS Investment Advisory Services
New Jersey
$4.15M -$131K -2,250 -3%
LFA
249
Level Financial Advisors
New York
$4.15M -$63.8K -1,093 -2%
HIGP
250
Hill Investment Group Partners
Missouri
$4.12M -$80.6K -1,381 -2%