We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGW
301
MB Generational Wealth
Washington
$1.07M -$5.19K -99 -0.5%
SIAG
302
Safeguard Investment Advisory Group
California
$1.06M -$40.5K -773 -4%
PCM
303
Peirce Capital Management
Texas
$1.06M -$70.3K -1,341 -6%
BCM
304
Basso Capital Management
Connecticut
$1.05M
SIM
305
Studio Investment Management
Illinois
$1.04M +$56.9K +1,085 +6%
IPW
306
Intergy Private Wealth
Colorado
$1.04M -$629 -12 -0.1%
FA
307
Fiducient Advisors
Illinois
$1.03M +$4.25K +81 +0.4%
TIAA Trust, National Association
308
TIAA Trust, National Association
North Carolina
$1.03M -$80.1K -1,527 -7%
MWP
309
Meredith Wealth Planning
Illinois
$1.02M -$1.1K -21 -0.1%
BJL
310
Brighton Jones LLC
Washington
$1M +$6.03K +115 +0.6%
RFP
311
Root Financial Partners
California
$1M -$317K -6,036 -24%
DAS
312
Diversify Advisory Services
Utah
$997K -$161K -3,078 -14%
NHC
313
Nicholas Hoffman & Company
Georgia
$995K
PIFP
314
Partners in Financial Planning
Virginia
$980K +$2.2K +42 +0.2%
IWS
315
Integrity Wealth Solutions
Colorado
$973K +$984K +18,763 New
Fidelity Investments
316
Fidelity Investments
Massachusetts
$965K +$289K +5,500 +42%
VAG
317
Vannoy Advisory Group
Texas
$957K -$12.9K -246 -1%
BOSSRA
318
B.O.S.S. Retirement Advisors
Utah
$952K +$361K +6,888 +60%
DWM
319
Dakota Wealth Management
Florida
$950K
PB
320
Pinnacle Bancorp
Nebraska
$941K +$29.5K +562 +3%
GWM
321
Grand Wealth Management
Michigan
$933K -$1.96M -37,363 -67%
KF
322
Krilogy Financial
Missouri
$920K +$930K +17,738 New
KWM
323
Keebeck Wealth Management
Illinois
$912K
KCPG
324
Kavar Capital Partners Group
Kansas
$874K +$1.89K +36 +0.2%
Bank of New York Mellon
325
Bank of New York Mellon
New York
$862K +$871K +16,613 New