We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIG
251
Heritage Investment Group
Florida
$1.8M -$43.9K -852 -3%
MCA
252
Maryland Capital Advisors
Maryland
$1.76M +$30.2K +586 +2%
MWPCG
253
Measured Wealth Private Client Group
New Hampshire
$1.75M -$38.3K -744 -2%
LG
254
LAM Group
Oregon
$1.74M +$15.5K +301 +0.9%
RCAG
255
Rehmann Capital Advisory Group
Michigan
$1.73M +$20.7K +402 +1%
LIWM
256
Long Island Wealth Management
New York
$1.73M +$276K +5,363 +20%
SC
257
Schubert & Co
Texas
$1.73M -$2.32K -45 -0.1%
IWM
258
IHT Wealth Management
Illinois
$1.68M -$62.5K -1,215 -4%
WFA
259
Websterrogers Financial Advisors
South Carolina
$1.66M -$28.2K -547 -2%
Jane Street
260
Jane Street
New York
$1.65M -$7.38M -143,402 -83%
AWM
261
Avior Wealth Management
Nebraska
$1.65M -$142K -2,755 -8%
CWM
262
CarsonAllaria Wealth Management
Illinois
$1.63M -$18.2K -354 -1%
MA
263
Montag & Associates
Georgia
$1.62M
EWP
264
Elevation Wealth Partners
California
$1.62M +$132K +2,573 +9%
SPC
265
Sigma Planning Corp
Michigan
$1.61M +$986K +19,157 +185%
VCM
266
Versant Capital Management
Arizona
$1.59M -$42.5K -825 -3%
CRC
267
Curi RMB Capital
Illinois
$1.56M +$925K +17,974 +169%
Northern Trust
268
Northern Trust
Illinois
$1.54M -$222K -4,307 -13%
PCIA
269
Prime Capital Investment Advisors
Kansas
$1.54M -$148K -2,871 -9%
IWC
270
Integrated Wealth Concepts
Massachusetts
$1.51M -$29.8K -578 -2%
TFA
271
Tobias Financial Advisors
Florida
$1.51M
QHA
272
Quarry Hill Advisors
Minnesota
$1.48M +$103 +2 +0%
LW
273
Lauer Wealth
Indiana
$1.46M
MSFS
274
Main Street Financial Solutions
Pennsylvania
$1.45M +$645K +12,529 +89%
RB
275
Renasant Bank
Mississippi
$1.44M +$1.36M +26,436 New