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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
351
Ameriprise
Minnesota
$1.78M -$853K -13,435 -32%
TNA
352
True North Advisors
Texas
$1.76M
FSWA
353
Financial Synergies Wealth Advisors
Texas
$1.74M -$290K -4,572 -14%
ACA
354
Aptus Capital Advisors
Alabama
$1.74M -$7.68K -121 -0.4%
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$1.74M +$429K +6,754 +32%
PAG
356
Poinciana Advisors Group
Florida
$1.73M
CWM
357
CarsonAllaria Wealth Management
Illinois
$1.67M -$6.73K -106 -0.4%
VCM
358
Versant Capital Management
Arizona
$1.67M -$34.7K -547 -2%
SPIA
359
Steward Partners Investment Advisory
New York
$1.66M +$15.1K +238 +0.9%
P
360
Pandowealth
Georgia
$1.65M +$3.81K +60 +0.2%
BW
361
BIP Wealth
Georgia
$1.65M +$127K +1,995 +8%
AA
362
Addison Advisors
Vermont
$1.65M +$30.5K +480 +2%
VWM
363
Verus Wealth Management
Wisconsin
$1.63M -$14.1K -222 -0.8%
2L
364
25 LLC
Missouri
$1.61M +$4.45K +70 +0.3%
MA
365
Montag & Associates
Georgia
$1.58M +$17.1K +270 +1%
LCWP
366
Legacy Capital Wealth Partners
Arkansas
$1.58M +$433K +6,821 +37%
RB
367
Renasant Bank
Mississippi
$1.58M
MWP
368
Meredith Wealth Planning
Illinois
$1.57M +$78.3K +1,233 +5%
MWM
369
Melfa Wealth Management
Massachusetts
$1.56M +$137K +2,158 +9%
IA
370
IFP Advisors
Florida
$1.55M +$495K +7,797 +46%
VT
371
Vise Technologies
New York
$1.54M
CRC
372
Curi RMB Capital
Illinois
$1.53M +$2.92K +46 +0.2%
IA
373
IFG Advisors
Missouri
$1.53M
AW
374
Aspirean Wealth
California
$1.52M -$127 -2 -0%
5NPW
375
55 North Private Wealth
Florida
$1.52M