We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
376
Atlas Capital Advisors
Wyoming
$284K -$74.2K -1,600 -20%
Wells Fargo
377
Wells Fargo
California
$280K
LA
378
Lifeworks Advisors
Michigan
$280K +$291K +6,285 New
AA
379
Advisory Alpha
Michigan
$277K -$68.6K -1,479 -19%
FWM
380
Forza Wealth Management
Florida
$275K +$5.1K +110 +2%
TLFA
381
True Link Financial Advisors
California
$274K -$69.5K -1,500 -20%
TWA
382
Trellis Wealth Advisors
California
$273K
FFS
383
Founders Financial Securities
Maryland
$271K
CG
384
Caprock Group
Idaho
$270K +$282K +6,076 New
RPCA
385
Running Point Capital Advisors
California
$270K +$603 +13 +0.2%
MCM
386
Mitchell Capital Management
Kansas
$269K
IF
387
Intrua Financial
Texas
$267K -$11.6K -250 -4%
BOSSRA
388
B.O.S.S. Retirement Advisors
Utah
$265K +$32.1K +692 +13%
SSW
389
Stone Summit Wealth
Florida
$264K
VFP
390
Verus Financial Partners
Virginia
$258K +$46 +1 +0%
LNC
391
Lincoln National Corp
Pennsylvania
$258K +$788 +17 +0.3%
AFAS
392
Acorn Financial Advisory Services
Virginia
$255K -$172K -3,711 -39%
CCFM
393
Clear Creek Financial Management
Washington
$255K +$266K +5,734 New
SG
394
Stonnington Group
California
$250K +$263K +5,670 New
GT
395
Greenleaf Trust
Michigan
$247K
YWM
396
Yoder Wealth Management
California
$247K +$257K +5,541 New
ANB
397
Amarillo National Bank
Texas
$243K
FWI
398
Facet Wealth Inc
Maryland
$241K
GWM
399
Geneos Wealth Management
Colorado
$240K -$156K -3,354 -38%
GA
400
Goldstein Advisors
Wisconsin
$236K