We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSWA
351
Bromfield Sneider Wealth Advisors
Massachusetts
$331K +$106K +2,415 +47%
WAM
352
Weinberger Asset Management
California
$330K +$330K +7,519 New
WS
353
Wedbush Securities
California
$322K -$31.1K -709 -9%
PCA
354
Personal Capital Advisors
California
$322K +$11.5K +261 +4%
AC
355
AWM Capital
Arizona
$321K +$321K +7,302 New
HG
356
Harbor Group
New Hampshire
$318K -$6.59K -150 -2%
Baird Financial Group
357
Baird Financial Group
Wisconsin
$315K +$51K +1,160 +19%
DFC
358
DBK Financial Counsel
Ohio
$314K -$61.5K -1,400 -16%
GP
359
Greenline Partners
New York
$312K +$1.23K +28 +0.4%
Koshinski Asset Management
360
Koshinski Asset Management
Illinois
$304K
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$303K
CPO
362
Cerity Partners OCIO
New York
$302K +$302K +6,881 New
IF
363
Intrua Financial
Texas
$302K -$2.2K -50 -0.8%
VFP
364
Verus Financial Partners
Virginia
$301K +$88 +2 +0%
RP
365
Rowlandmiller & Partners
Georgia
$295K
ZIM
366
Zacks Investment Management
Illinois
$294K
CFO
367
Collective Family Office
Pennsylvania
$293K
1WA
368
180 Wealth Advisors
Washington
$290K +$269K +6,115 New
CWM
369
Castle Wealth Management
Florida
$285K +$18.8K +429 +7%
PP
370
PrairieView Partners
Minnesota
$284K -$20.1K -458 -7%
PP
371
Pacifica Partners
Canada
$284K -$39.9K -908 -13%
TFS
372
Thoroughbred Financial Services
Tennessee
$282K +$4.04K +92 +1%
Wells Fargo
373
Wells Fargo
California
$277K +$32.2K +732 +13%
SSC
374
Syverson Strege & Co
Iowa
$271K +$30.1K +685 +12%
TWA
375
Trellis Wealth Advisors
California
$270K +$270K +6,140 New