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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
276
Integrated Wealth Concepts
Massachusetts
$1.43M -$10.4K -198 -0.7%
TFA
277
Tobias Financial Advisors
Florida
$1.43M -$10.5K -200 -0.7%
MWPCG
278
Measured Wealth Private Client Group
New Hampshire
$1.42M -$246K -4,699 -15%
MFC
279
Morris Financial Concepts
South Carolina
$1.41M +$334K +6,358 +31%
BFA
280
Bragg Financial Advisors
North Carolina
$1.4M +$110K +2,093 +8%
QHA
281
Quarry Hill Advisors
Minnesota
$1.39M -$19.5K -372 -1%
RB
282
Renasant Bank
Mississippi
$1.37M
BFC
283
Bedel Financial Consulting
Indiana
$1.37M +$61K +1,163 +5%
MWM
284
Melfa Wealth Management
Massachusetts
$1.35M -$16.4K -312 -1%
2L
285
25 LLC
Missouri
$1.33M +$2.94K +56 +0.2%
MGIA
286
Moneta Group Investment Advisors
Missouri
$1.32M +$114K +2,173 +9%
CPIG
287
Chicago Partners Investment Group
Illinois
$1.29M -$107K -2,034 -8%
ZF
288
Zhang Financial
Michigan
$1.28M +$4.56K +87 +0.4%
Bank of Montreal
289
Bank of Montreal
Ontario, Canada
$1.28M +$157 +3 +0%
SPIA
290
Steward Partners Investment Advisory
New York
$1.27M -$17.3K -330 -1%
PS
291
Principal Securities
Iowa
$1.24M +$192K +3,667 +18%
WAP
292
Wealthcare Advisory Partners
Pennsylvania
$1.24M -$34K -649 -3%
Bessemer Group
293
Bessemer Group
New Jersey
$1.23M +$1.09M +20,872 +762%
W
294
WealthCollab
Washington
$1.21M
MWM
295
Mission Wealth Management
California
$1.21M -$10.4K -198 -0.8%
PCIA
296
Prime Capital Investment Advisors
Kansas
$1.2M -$266K -5,067 -18%
SWM
297
Sanctuary Wealth Management
Idaho
$1.16M -$5.56K -106 -0.5%
BAM
298
BOS Asset Management
Illinois
$1.13M +$66.1K +1,261 +6%
JWA
299
JFS Wealth Advisors
Pennsylvania
$1.11M -$122K -2,318 -10%
WP
300
Wealthspan Partners
Iowa
$1.1M -$35.4K -675 -3%