We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPA
301
Redwood Park Advisors
California
$3.23M -$64.6K -966 -2%
MFG
302
Merit Financial Group
Georgia
$3.22M -$289K -4,330 -9%
APFP
303
Action Point Financial Planning
Michigan
$3.21M +$1.64M +24,510 +115%
XPN
304
XY Planning Network
Montana
$3.21M +$103K +1,544 +3%
AWMM
305
Aegis Wealth Management (Maryland)
Maryland
$3.18M -$50.1K -750 -2%
FC
306
Financial Consulate
Maryland
$3.08M +$181K +2,707 +7%
TWP
307
Tyche Wealth Partners
Texas
$3M
SPC
308
Sigma Planning Corp
Michigan
$2.96M +$31.9K +477 +1%
AFA
309
Avant Financial Advisors
Texas
$2.95M +$103K +1,538 +4%
TCM
310
TruNorth Capital Management
Michigan
$2.93M
PWP
311
Ponta Wealth Partners
Florida
$2.91M +$716K +10,721 +35%
DWA
312
Delap Wealth Advisory
Oregon
$2.91M -$67.8K -1,015 -2%
Fidelity Investments
313
Fidelity Investments
Massachusetts
$2.9M +$74.4K +1,114 +3%
HCM
314
Hutchinson Capital Management
California
$2.82M +$255K +3,812 +10%
TWD
315
True Wealth Design
Ohio
$2.8M -$98.4K -1,473 -4%
VT
316
Vise Technologies
New York
$2.78M +$926K +13,850 +53%
EWP
317
Elevation Wealth Partners
California
$2.78M -$76.4K -1,143 -3%
US Bancorp
318
US Bancorp
Minnesota
$2.75M -$1.18M -17,692 -31%
Nuveen
319
Nuveen
North Carolina
$2.73M +$2.61M +39,003 New
BA
320
Bridgewater Advisors
New York
$2.7M
SCA
321
Strathmore Capital Advisors
North Carolina
$2.7M -$47K -703 -2%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$2.68M +$211K +3,161 +9%
3FI
323
3 Factor Indexing
California
$2.67M +$12.7K +190 +0.5%
MA
324
Mutual Advisors
Nebraska
$2.64M -$1.87K -28 -0.1%
Northern Trust
325
Northern Trust
Illinois
$2.61M -$137K -2,054 -5%