We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
376
Resolute Financial
Massachusetts
-$280K -5,892 Closed
KIA
377
KCM Investment Advisors
California
-$245K -5,154 Closed
OC
378
Oakworth Capital
Alabama
-$238K -4,999 Closed
IF
379
Ironwood Financial
Arizona
-$228K -4,801 Closed
DAS
380
Dynamic Advisor Solutions
Arizona
-$215K -4,522 Closed
IWM
381
IHT Wealth Management
Illinois
-$213K -4,490 Closed
RI
382
Ridgewood Investments
New Jersey
-$210K -4,423 Closed
IFWM
383
Institute for Wealth Management
Colorado
-$203K -4,263 Closed
BBNB
384
Baker Boyer National Bank
Washington
-$202K -4,246 Closed
C
385
Certuity
Florida
-$200K -4,200 Closed
AIA
386
Angeles Investment Advisors
California
-$199K -4,184 Closed
SF
387
SBK Financial
Virginia
-$172K -3,613 Closed
QCG
388
Quadrant Capital Group
Ohio
-$127K -2,667 Closed
IRC
389
Investors Research Corp
Georgia
-$109K -2,296 Closed
GWS
390
Glassman Wealth Services
Virginia
-$98K -2,054 Closed
CA
391
Cornerstone Advisory
Maryland
-$68K -1,423 Closed
GWSG
392
GPS Wealth Strategies Group
Colorado
-$33K -684 Closed
FCA
393
FinTrust Capital Advisors
South Carolina
-$25K -524 Closed
Simplex Trading
394
Simplex Trading
Illinois
-$19K -401 Closed
FFG
395
Ford Financial Group
California
-$15K -315 Closed
CWM
396
Cranbrook Wealth Management
Michigan
-$13K -283 Closed
IWP
397
IAG Wealth Partners
Wisconsin
-$9K -189 Closed
Citigroup
398
Citigroup
New York
+$186 +4 New
EA
399
Evolution Advisers
Virginia
+$466 +10 New