We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
376
Triumph Capital Management
Colorado
$1.76M +$70.2K +1,051 +4%
LCWP
377
Legacy Capital Wealth Partners
Arkansas
$1.73M -$36K -539 -2%
CRC
378
Curi RMB Capital
Illinois
$1.71M
IA
379
IFG Advisors
Missouri
$1.71M
MWM
380
Melfa Wealth Management
Massachusetts
$1.7M -$42.4K -635 -3%
Goldman Sachs
381
Goldman Sachs
New York
$1.7M +$1.63M +24,333 New
5NPW
382
55 North Private Wealth
Florida
$1.7M
VAM
383
Virtue Asset Management
Illinois
$1.69M
BAM
384
BOS Asset Management
Illinois
$1.68M
AW
385
Aspirean Wealth
California
$1.66M -$44.4K -664 -3%
NWP
386
NerdWallet Wealth Partners
New York
$1.64M
VWM
387
Vermillion Wealth Management
Minnesota
$1.63M +$189K +2,825 +14%
CAG
388
Compass Advisory Group
New York
$1.63M +$15.7K +235 +1%
W
389
WealthCollab
Washington
$1.61M
WETS
390
Wealth Enhancement Trust Services
South Dakota
$1.59M -$79.8K -1,194 -5%
CHIA
391
Copper Harbor Investment Advisors
Wisconsin
$1.58M +$1.51M +22,662 New
FWMP
392
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.58M -$38.5K -576 -2%
WFA
393
Websterrogers Financial Advisors
South Carolina
$1.57M -$62.3K -932 -4%
AAP
394
Arax Advisory Partners
Colorado
$1.57M +$1.41M +21,157 +1,674%
SOS
395
Silver Oak Securities
Tennessee
$1.56M -$401 -6 -0%
KWA
396
Kondo Wealth Advisors
California
$1.55M +$6.88K +103 +0.5%
TIAM2
397
Tru Independence Asset Management 2
Oregon
$1.55M -$102K -1,522 -6%
PCIA
398
Prime Capital Investment Advisors
Kansas
$1.54M -$37.1K -555 -2%
1WA
399
180 Wealth Advisors
Washington
$1.54M +$190K +2,845 +15%
CTC
400
Central Trust Company
Missouri
$1.53M +$353K +5,277 +32%