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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
326
Wealthspan Partners
Iowa
$244K +$267K +6,251 New
FFS
327
Founders Financial Securities
Maryland
$242K -$31.3K -734 -11%
FWI
328
Facet Wealth Inc
Maryland
$241K
HA
329
Herold Advisors
New York
$240K
RPCA
330
Running Point Capital Advisors
California
$238K +$768 +18 +0.3%
CWM
331
Castle Wealth Management
Florida
$236K +$118K +2,778 +85%
MCM
332
Mitchell Capital Management
Kansas
$235K
Baird Financial Group
333
Baird Financial Group
Wisconsin
$234K +$256K +6,003 New
VCM
334
Vivaldi Capital Management
Illinois
$233K +$640 +15 +0.3%
SSW
335
Stone Summit Wealth
Florida
$231K
LNC
336
Lincoln National Corp
Pennsylvania
$224K -$2.69K -63 -1%
CWP
337
Concord Wealth Partners
Virginia
$223K +$126K +2,952 +107%
Qube Research & Technologies (QRT)
338
Qube Research & Technologies (QRT)
United Kingdom
$223K +$244K +5,722 New
NP
339
NorthRock Partners
Minnesota
$222K
SIC
340
SJS Investment Consulting
Ohio
$222K +$243K +5,691 New
Wells Fargo
341
Wells Fargo
California
$217K -$981 -23 -0.4%
GT
342
Greenleaf Trust
Michigan
$216K
PAS
343
Park Avenue Securities
New York
$215K +$236K +5,525 New
SSC
344
Syverson Strege & Co
Iowa
$214K +$768 +18 +0.3%
ANB
345
Amarillo National Bank
Texas
$213K
EIG
346
Ellenbecker Investment Group
Wisconsin
$204K -$11.6K -273 -5%
PC
347
Peavine Capital
Nevada
$202K
BSWA
348
Bromfield Sneider Wealth Advisors
Massachusetts
$199K +$118K +2,764 +117%
OC
349
Oakworth Capital
Alabama
$195K
GFP
350
Gryphon Financial Partners
Ohio
$190K