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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Sanctuary Wealth Management
Idaho
$1.06M +$43.8K +923 +4%
OC
252
Oakworth Capital
Alabama
$1.04M
OW
253
Olistico Wealth
Oklahoma
$1.03M +$2.61K +55 +0.2%
BMD
254
Better Money Decisions
New Mexico
$957K +$385K +8,105 +63%
BCM
255
Basso Capital Management
Connecticut
$928K
WP
256
Wealthspan Partners
Iowa
$915K +$50.6K +1,066 +6%
FWM
257
Fortress Wealth Management
California
$914K +$15.2K +320 +2%
MWP
258
Meredith Wealth Planning
Illinois
$913K -$4.94K -104 -0.5%
FA
259
Fiducient Advisors
Illinois
$903K +$3.61K +76 +0.4%
BTWM
260
Baker Tilly Wealth Management
Wisconsin
$896K -$60.7K -1,278 -6%
RWM
261
Rockwood Wealth Management
Pennsylvania
$887K +$58.5K +1,231 +7%
NHC
262
Nicholas Hoffman & Company
Georgia
$876K
Susquehanna International Group
263
Susquehanna International Group
Pennsylvania
$868K -$2.19M -46,059 -71%
PIFP
264
Partners in Financial Planning
Virginia
$858K -$50.9K -1,071 -5%
AWS
265
Atria Wealth Solutions
New York
$856K -$28.7K -604 -3%
GWM
266
Geneos Wealth Management
Colorado
$840K -$3.56K -75 -0.4%
DWM
267
Dakota Wealth Management
Florida
$837K
PB
268
Pinnacle Bancorp
Nebraska
$829K +$21.7K +456 +3%
CWM
269
Curi Wealth Management
North Carolina
$820K -$110K -2,324 -11%
KWM
270
Keebeck Wealth Management
Illinois
$807K
AWM
271
Apollon Wealth Management
South Carolina
$799K -$19.4K -409 -2%
BFC
272
Bedel Financial Consulting
Indiana
$767K +$96.3K +2,028 +14%
SI
273
Stephens Inc
Arkansas
$766K +$796K +16,760 New
KCPG
274
Kavar Capital Partners Group
Kansas
$766K +$381K +8,013 +92%
SFPM
275
Sensible Financial Planning & Management
Massachusetts
$759K -$4.65M -97,926 -85%