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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
Elevate Wealth Advisory
Georgia
$4.77M -$149K -2,229 -3%
Natixis Advisors
252
Natixis Advisors
Massachusetts
$4.65M +$1.16M +17,406 +35%
PCM
253
Passive Capital Management
Maryland
$4.58M -$125K -1,871 -2%
BAM
254
Belleair Asset Management
Florida
$4.52M -$10.5K -157 -0.2%
SPIA
255
Steward Partners Investment Advisory
New York
$4.46M +$2.49M +37,209 +140%
ZF
256
Zhang Financial
Michigan
$4.43M -$3.53M -52,847 -45%
IIM
257
InTrack Investment Management
Vermont
$4.43M -$140K -2,101 -3%
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$4.4M +$4.2M +62,913 New
KA
259
Klingman & Associates
New York
$4.39M -$98.3K -1,471 -2%
Citadel Advisors
260
Citadel Advisors
Florida
$4.31M +$4.12M +61,671 New
BEW
261
Burton Enright Welch
California
$4.24M -$110K -1,652 -3%
VPF
262
Vantage Point Financial
Illinois
$4.19M -$30.5K -456 -0.8%
PFPG
263
Pinnacle Financial Partners (Georgia)
Georgia
$4.16M +$19.1K +286 +0.5%
AFG
264
Atomi Financial Group
New York
$4.14M -$15.6K -233 -0.4%
VWA
265
Vistica Wealth Advisors
California
$4.13M -$99.4K -1,487 -2%
TF
266
Thayer Financial
North Carolina
$4.11M +$74K +1,108 +2%
WA
267
Walsh & Associates
Florida
$4.09M +$1.16M +17,334 +42%
BCA
268
Bay Colony Advisors
Massachusetts
$4.06M -$15.8K -237 -0.4%
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$4.05M -$6.08K -91 -0.2%
LOPW
270
Live Oak Private Wealth
North Carolina
$4.04M
SEIA
271
Signature Estate & Investment Advisors
California
$4.03M -$4.81K -72 -0.1%
MFC
272
Morris Financial Concepts
South Carolina
$4M -$4.21K -63 -0.1%
EWA
273
EverSource Wealth Advisors
Alabama
$3.94M -$66.5K -995 -2%
SDWIA
274
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.9M -$35.8K -535 -1%
CW
275
Curio Wealth
Maryland
$3.87M -$27.4K -410 -0.7%