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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
276
Greenleaf Trust
Michigan
$258K
Wells Fargo
277
Wells Fargo
California
$254K -$123K -2,638 -33%
FWI
278
Facet Wealth Inc
Maryland
$252K
PC
279
Peavine Capital
Nevada
$242K
AA
280
Advisory Alpha
Michigan
$240K -$1.44K -31 -0.6%
PFP
281
Paragon Financial Partners
California
$237K
SWP
282
Stratos Wealth Partners
Ohio
$237K +$237K +5,084 New
EA
283
Efficient Advisors
Ohio
$228K +$279 +6 +0.1%
GFP
284
Gryphon Financial Partners
Ohio
$227K +$227K +4,876 New
KFI
285
Key Financial Inc
Pennsylvania
$224K
BF
286
Brooklyn FI
New York
$221K +$221K +4,746 New
LIA
287
LBMC Investment Advisors
Tennessee
$218K +$372 +8 +0.2%
Walleye Capital
288
Walleye Capital
New York
$218K +$218K +4,689 New
UWM
289
USAdvisors Wealth Management
Minnesota
$214K +$214K +4,604 New
BF
290
BOK Financial
Oklahoma
$213K -$17.1K -368 -7%
Fidelity Investments
291
Fidelity Investments
Massachusetts
$208K
AWM
292
Angeles Wealth Management
California
$195K +$195K +4,184 New
EW
293
Evoke Wealth
California
$192K
AIM
294
Acropolis Investment Management
Missouri
$179K +$279 +6 +0.2%
BWA
295
BDO Wealth Advisors
Florida
$176K
Franklin Resources
296
Franklin Resources
California
$167K +$326 +7 +0.2%
WFA
297
WestHill Financial Advisors
California
$164K
S
298
SignatureFD
Georgia
$156K
GAM
299
Gemmer Asset Management
California
$146K +$23.5K +504 +19%
RWA
300
RGT Wealth Advisors
Texas
$137K +$233 +5 +0.2%