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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
326
Financial Engines Advisors
California
$501K +$11.2K +256 +2%
CAP
327
Columbia Advisory Partners
Washington
$495K -$33.9K -773 -7%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$495K +$40.3K +918 +9%
WF
329
WoodTrust Financial
Wisconsin
$494K
CRC
330
Curi RMB Capital
Illinois
$494K
SIM
331
Studio Investment Management
Illinois
$491K +$62.8K +1,432 +16%
CCMG
332
Clark Capital Management Group
Pennsylvania
$490K
FPCP
333
Fort Point Capital Partners
California
$490K -$197K -4,500 -30%
WCA
334
Waypoint Capital Advisors
Minnesota
$483K +$133K +3,033 +41%
GTAM
335
Global Trust Asset Management
Florida
$481K +$13.3K +303 +3%
Wealth Enhancement Advisory Services
336
Wealth Enhancement Advisory Services
Minnesota
$478K -$95.5K -2,175 -17%
LCM
337
Liberty Capital Management
Michigan
$478K +$452K +10,305 New
SHGA
338
Sand Hill Global Advisors
California
$467K
Jane Street
339
Jane Street
New York
$445K -$477K -10,869 -53%
BWP
340
Balboa Wealth Partners
Arizona
$443K
BSWA
341
Bromfield Sneider Wealth Advisors
Massachusetts
$434K +$66.1K +1,505 +19%
MFC
342
Morris Financial Concepts
South Carolina
$428K +$256K +5,840 +172%
CAMG
343
CWA Asset Management Group
Florida
$425K
SAM
344
Secure Asset Management
Michigan
$422K
BBNB
345
Baker Boyer National Bank
Washington
$421K
LNWWM
346
Laird Norton Wetherby Wealth Management
California
$420K
SOAG
347
Silver Oak Advisory Group
Oregon
$416K
AWM
348
Arista Wealth Management
Nevada
$415K
PFBT
349
Parkside Financial Bank & Trust
Missouri
$413K -$21.8K -497 -5%
WP
350
Westmount Partners
California
$412K