We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
326
Laird Norton Wetherby Wealth Management
California
$398K
SOAG
327
Silver Oak Advisory Group
Oregon
$394K
WP
328
Westmount Partners
California
$390K +$390K +8,876 New
CFGS
329
Concourse Financial Group Securities
Alabama
$386K
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$385K -$47.7K -1,085 -11%
GWM
331
Geneos Wealth Management
Colorado
$385K -$15.5K -353 -4%
KCPG
332
Kavar Capital Partners Group
Kansas
$382K -$64.1K -1,460 -14%
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$379K +$1.49K +34 +0.4%
FA
334
Fortis Advisors
Pennsylvania
$377K +$1.49K +34 +0.4%
GA
335
Greenspring Advisors
Maryland
$376K
LIA
336
LBMC Investment Advisors
Tennessee
$368K +$791 +18 +0.2%
SFM
337
Signet Financial Management
New Jersey
$365K
EF
338
Exeter Financial
Arizona
$365K +$1.45K +33 +0.4%
MGIA
339
Moneta Group Investment Advisors
Missouri
$357K -$74.1K -1,686 -19%
BAM
340
BOS Asset Management
Illinois
$352K +$352K +8,007 New
ACA
341
Atlas Capital Advisors
Wyoming
$351K -$19.8K -450 -5%
CSIA
342
Conrad Siegel Investment Advisors
Pennsylvania
$350K +$1.36K +31 +0.4%
HIA
343
HTG Investment Advisors
Connecticut
$343K +$343K +7,798 New
BCA
344
Bay Colony Advisors
Massachusetts
$343K
AA
345
Advisory Alpha
Michigan
$339K -$55.6K -1,266 -14%
TLFA
346
True Link Financial Advisors
California
$336K -$65.9K -1,500 -16%
MMA
347
Miracle Mile Advisors
California
$336K
GWA
348
Geometric Wealth Advisors
District of Columbia
$335K
MWC
349
MBM Wealth Consultants
Missouri
$332K
GAM
350
GEM Asset Management
Michigan
$331K +$331K +7,534 New