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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSF
326
Grove Street Fiduciary
New Hampshire
$2.24M -$11.3K -178 -0.5%
RCAG
327
Rehmann Capital Advisory Group
Michigan
$2.22M -$42K -661 -2%
Rockefeller Capital Management
328
Rockefeller Capital Management
New York
$2.2M +$81.9K +1,289 +4%
IPWA
329
International Private Wealth Advisors
California
$2.17M +$362K +5,695 +20%
MW
330
Marrick Wealth
California
$2.15M -$33.5K -528 -2%
NWM
331
Navigate Wealth Management
Alabama
$2.13M +$2.04M +32,069 New
AHL
332
Abel Hall LLC
Louisiana
$2.13M -$56.3K -887 -3%
LIWM
333
Long Island Wealth Management
New York
$2.1M +$488K +7,682 +30%
SA
334
Sanctuary Advisors
Indiana
$2.09M -$1.15M -18,056 -35%
RFP
335
Root Financial Partners
California
$2.08M +$373K +5,875 +21%
CFP
336
Cascade Financial Partners
California
$2.04M -$2.86K -45 -0.1%
CAM
337
Clark Asset Management
New Hampshire
$2.03M +$158K +2,487 +8%
PNC Financial Services Group
338
PNC Financial Services Group
Pennsylvania
$2.03M +$199K +3,136 +11%
HIG
339
Heritage Investment Group
Florida
$2.02M -$1.21K -19 -0.1%
SC
340
Schubert & Co
Texas
$2M +$2.6K +41 +0.1%
QHA
341
Quarry Hill Advisors
Minnesota
$2M -$148K -2,332 -7%
SB
342
Strategic Blueprint
Georgia
$1.99M +$97.7K +1,539 +5%
LG
343
LAM Group
Oregon
$1.97M +$118K +1,861 +6%
HWM
344
HBE Wealth Management
Nebraska
$1.97M -$154K -2,426 -7%
CG
345
Caprock Group
Idaho
$1.96M -$124K -1,953 -6%
ATI
346
ARK & TLK Investments
Oklahoma
$1.95M
PWP
347
Ponta Wealth Partners
Florida
$1.93M +$897K +14,123 +84%
NDWM
348
New Dimensions Wealth Management
Texas
$1.9M -$5.02K -79 -0.3%
LWM
349
Lodestone Wealth Management
Washington
$1.89M +$311K +4,896 +19%
OW
350
Olistico Wealth
Oklahoma
$1.86M +$331K +5,217 +21%