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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIG
276
Ellenbecker Investment Group
Wisconsin
$288K +$1.83K +39 +0.6%
MCM
277
Mitchell Capital Management
Kansas
$287K
SSW
278
Stone Summit Wealth
Florida
$282K +$279K +5,931 New
RF
279
Resolute Financial
Massachusetts
$280K +$277K +5,892 New
IAG
280
Investmark Advisory Group
Connecticut
$280K +$277K +5,903 New
NP
281
NorthRock Partners
Minnesota
$271K -$50.5K -1,075 -16%
SIC
282
SJS Investment Consulting
Ohio
$270K +$267K +5,691 New
CFO
283
Collective Family Office
Pennsylvania
$269K
HSG
284
Helen Stephens Group
Texas
$268K +$265K +5,646 New
LNC
285
Lincoln National Corp
Pennsylvania
$267K +$1.83K +39 +0.7%
GT
286
Greenleaf Trust
Michigan
$264K
MML Investors Services
287
MML Investors Services
Massachusetts
$260K +$845 +18 +0.3%
FWI
288
Facet Wealth Inc
Maryland
$258K
PC
289
Peavine Capital
Nevada
$247K
AA
290
Advisory Alpha
Michigan
$246K +$243K +5,183 New
KIA
291
KCM Investment Advisors
California
$245K +$1.6K +34 +0.7%
PFP
292
Paragon Financial Partners
California
$241K +$239K +5,082 New
Bank of America
293
Bank of America
North Carolina
$238K -$60K -1,277 -20%
OC
294
Oakworth Capital
Alabama
$238K
BF
295
BOK Financial
Oklahoma
$235K -$47 -1 -0%
EA
296
Efficient Advisors
Ohio
$233K +$230K +4,898 New
FWM
297
Fortress Wealth Management
California
$232K +$229K +4,887 New
SHFA
298
SC&H Financial Advisors
Maryland
$232K +$230K +4,889 New
KFI
299
Key Financial Inc
Pennsylvania
$229K -$13.9K -297 -6%
IF
300
Ironwood Financial
Arizona
$228K