We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
Pacifica Partners
Canada
$308K
SFS
302
Summit Financial Strategies
Ohio
$308K +$337K +7,909 New
MWC
303
MBM Wealth Consultants
Missouri
$305K
BCA
304
Bay Colony Advisors
Massachusetts
$304K +$16.5K +386 +5%
CWS
305
Confluence Wealth Services
Pennsylvania
$301K +$330K +7,736 New
MMA
306
Miracle Mile Advisors
California
$298K
GWA
307
Geometric Wealth Advisors
District of Columbia
$297K -$741K -17,365 -69%
RC
308
RegentAtlantic Capital
New Jersey
$288K -$215K -5,031 -40%
HG
309
Harbor Group
New Hampshire
$288K -$150K -3,513 -32%
PFA
310
Pettinga Financial Advisors
Indiana
$288K -$143K -3,350 -31%
DJSG
311
D.J. St. Germain
Massachusetts
$286K
GP
312
Greenline Partners
New York
$275K -$92.7K -2,173 -24%
PCA
313
Personal Capital Advisors
California
$275K
S
314
Surevest
California
$271K
PP
315
PrairieView Partners
Minnesota
$270K -$11.9K -280 -4%
Koshinski Asset Management
316
Koshinski Asset Management
Illinois
$270K -$1.71K -40 -0.6%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$268K
VFP
318
Verus Financial Partners
Virginia
$263K +$85 +2 +0%
RP
319
Rowlandmiller & Partners
Georgia
$263K
ZIM
320
Zacks Investment Management
Illinois
$261K +$286K +6,700 New
IF
321
Intrua Financial
Texas
$259K
CFO
322
Collective Family Office
Pennsylvania
$259K +$42.7K +1,000 +18%
Betterment LLC
323
Betterment LLC
New York
$249K
EA
324
Efficient Advisors
Ohio
$249K +$5.16K +121 +2%
TFS
325
Thoroughbred Financial Services
Tennessee
$247K +$270K +6,339 New