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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
326
Keel Point
Alabama
$1.55M -$866K -15,135 -35%
WFA
327
Websterrogers Financial Advisors
South Carolina
$1.53M -$51.4K -898 -3%
HCM
328
Hutchinson Capital Management
California
$1.51M +$994K +17,378 +177%
TFA
329
Tobias Financial Advisors
Florida
$1.5M -$26.4K -461 -2%
IA
330
IFG Advisors
Missouri
$1.49M +$1.53M +26,744 New
MWPCG
331
Measured Wealth Private Client Group
New Hampshire
$1.49M -$16.9K -295 -1%
Wells Fargo
332
Wells Fargo
California
$1.49M +$56.1K +980 +4%
LIWM
333
Long Island Wealth Management
New York
$1.47M -$645K -11,270 -30%
TIAM2
334
Tru Independence Asset Management 2
Oregon
$1.47M -$140K -2,444 -8%
RB
335
Renasant Bank
Mississippi
$1.46M
CRC
336
Curi RMB Capital
Illinois
$1.45M -$128K -2,243 -8%
PPH
337
Pure Portfolios Holdings
Oregon
$1.44M +$107K +1,863 +8%
2L
338
25 LLC
Missouri
$1.44M -$229 -4 -0%
KWA
339
Kondo Wealth Advisors
California
$1.39M +$1.42M +24,893 New
CPWM
340
Cypress Point Wealth Management
Texas
$1.36M -$299K -5,233 -18%
FWMP
341
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.32M +$1.36M +23,726 New
FYW
342
Future You Wealth
New York
$1.31M +$1.34M +23,466 New
W
343
WealthCollab
Washington
$1.3M
PCIA
344
Prime Capital Investment Advisors
Kansas
$1.26M -$31.1K -543 -2%
MWM
345
Melfa Wealth Management
Massachusetts
$1.25M +$3.03K +53 +0.2%
BAM
346
BOS Asset Management
Illinois
$1.25M +$56.8K +992 +5%
ZF
347
Zhang Financial
Michigan
$1.25M -$80.2K -1,401 -6%
WP
348
Wealthspan Partners
Iowa
$1.18M +$4.86K +85 +0.4%
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
$1.17M +$62.8K +1,097 +6%
BJL
350
Brighton Jones LLC
Washington
$1.16M +$217K +3,799 +22%