We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
351
Versant Capital Management
Arizona
$1.62M -$59.5K -1,020 -4%
CWM
352
CarsonAllaria Wealth Management
Illinois
$1.6M -$17.9K -307 -1%
SPIA
353
Steward Partners Investment Advisory
New York
$1.57M +$9.74K +167 +0.6%
P
354
Pandowealth
Georgia
$1.57M +$1.54M +26,395 New
VWM
355
Verus Wealth Management
Wisconsin
$1.57M -$35.5K -608 -2%
MFG
356
Merit Financial Group
Georgia
$1.55M -$826K -14,160 -35%
VT
357
Vise Technologies
New York
$1.54M +$1.21M +20,688 +393%
LIWM
358
Long Island Wealth Management
New York
$1.54M +$364K +6,237 +32%
TFA
359
Tobias Financial Advisors
Florida
$1.54M -$3.79K -65 -0.3%
AA
360
Addison Advisors
Vermont
$1.54M -$47K -805 -3%
2L
361
25 LLC
Missouri
$1.53M -$11.1K -191 -0.7%
RB
362
Renasant Bank
Mississippi
$1.51M – – –
BWP
363
Balboa Wealth Partners
Arizona
$1.51M -$211K -3,616 -13%
LWM
364
Lodestone Wealth Management
Washington
$1.51M +$461K +7,903 +45%
MA
365
Montag & Associates
Georgia
$1.49M +$991K +16,980 +210%
OW
366
Olistico Wealth
Oklahoma
$1.46M +$658K +11,274 +85%
IA
367
IFG Advisors
Missouri
$1.46M – – –
CRC
368
Curi RMB Capital
Illinois
$1.46M -$95.6K -1,638 -6%
AW
369
Aspirean Wealth
California
$1.45M +$1.42M +24,394 New
BW
370
BIP Wealth
Georgia
$1.45M +$160K +2,749 +13%
5NPW
371
55 North Private Wealth
Florida
$1.45M +$1.42M +24,331 New
BAM
372
BOS Asset Management
Illinois
$1.45M +$66.9K +1,146 +5%
WETS
373
Wealth Enhancement Trust Services
South Dakota
$1.45M +$1.42M +24,282 New
VAM
374
Virtue Asset Management
Illinois
$1.44M – – –
TIAM2
375
Tru Independence Asset Management 2
Oregon
$1.43M -$96.1K -1,647 -6%
13 14
15
16 17