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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
251
Dorsey & Whitney Trust
South Dakota
$485K -$2.6K -61 -0.5%
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$479K
RRCM
253
Rappaport Reiches Capital Management
Illinois
$470K +$278K +6,511 +117%
USCWA
254
U.S. Capital Wealth Advisors
Texas
$469K -$1.79K -42 -0.3%
NCM
255
NCM Capital Management
New Jersey
$464K +$1.41K +33 +0.3%
T
256
TCWP
Ohio
$459K
BC
257
Burleson & Co
California
$436K
SHWM
258
Silicon Hills Wealth Management
Texas
$432K
AFAS
259
Acorn Financial Advisory Services
Virginia
$431K +$6.48K +152 +1%
SAM
260
Stone Asset Management
Texas
$428K +$1.83K +43 +0.4%
SFS
261
Strategic Financial Services
New York
$418K
Financial Engines Advisors
262
Financial Engines Advisors
California
$416K +$25.6K +600 +6%
WF
263
WoodTrust Financial
Wisconsin
$415K
WT
264
Whittier Trust
California
$413K +$213 +5 +0%
FOA
265
Five Oceans Advisors
California
$399K +$24.7K +578 +6%
KCPG
266
Kavar Capital Partners Group
Kansas
$395K +$1.66K +39 +0.4%
MA
267
Momentum Advisors
New York
$393K +$430K +10,074 New
SHGA
268
Sand Hill Global Advisors
California
$392K
BFC
269
Bedel Financial Consulting
Indiana
$391K +$375K +8,781 New
SAM
270
Secure Asset Management
Michigan
$389K
GTAM
271
Global Trust Asset Management
Florida
$389K +$288K +6,755 +210%
DAS
272
Dynamic Advisor Solutions
Arizona
$386K +$46.8K +1,096 +12%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$383K -$1.66K -39 -0.4%
BWP
274
Balboa Wealth Partners
Arizona
$372K +$407K +9,540 New
HSG
275
Helen Stephens Group
Texas
$370K +$165K +3,874 +69%