We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
376
Empower Advisory Group
Colorado
$339K
AC
377
AWM Capital
Arizona
$339K
PCIA
378
Prime Capital Investment Advisors
Kansas
$338K +$120K +2,728 +60%
TIM
379
Tortoise Investment Management
New York
$335K
CIAS
380
Capital Investment Advisory Services
North Carolina
$334K +$15.5K +354 +5%
HG
381
Harbor Group
New Hampshire
$333K -$3.29K -75 -1%
DFC
382
DBK Financial Counsel
Ohio
$332K
DJSG
383
D.J. St. Germain
Massachusetts
$329K +$312K +7,099 New
SCA
384
STALEY CAPITAL ADVISERS
Pennsylvania
$328K +$1.36K +31 +0.4%
CCFM
385
Clear Creek Financial Management
Washington
$327K +$57.8K +1,316 +23%
GP
386
Greenline Partners
New York
$326K -$3.56K -81 -1%
Lido Advisors
387
Lido Advisors
California
$323K -$44 -1 -0%
1WA
388
180 Wealth Advisors
Washington
$321K +$14K +319 +5%
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$320K
FWM
390
Forza Wealth Management
Florida
$313K +$25K +570 +9%
RP
391
Rowlandmiller & Partners
Georgia
$313K
ZIM
392
Zacks Investment Management
Illinois
$311K
AA
393
Advisory Alpha
Michigan
$310K +$19.3K +440 +7%
CFO
394
Collective Family Office
Pennsylvania
$309K
VFP
395
Verus Financial Partners
Virginia
$304K +$88 +2 +0%
CWM
396
Castle Wealth Management
Florida
$301K
PP
397
PrairieView Partners
Minnesota
$300K
AFAS
398
Acorn Financial Advisory Services
Virginia
$296K +$28.5K +650 +11%
AWM
399
Accel Wealth Management
Iowa
$295K +$279K +6,359 New
IF
400
Intrua Financial
Texas
$295K