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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
376
KM Capital Management
Texas
$342K -$224K -4,725 -39%
HIA
377
HTG Investment Advisors
Connecticut
$337K -$7.69K -162 -2%
MWC
378
MBM Wealth Consultants
Missouri
$336K
Empower Advisory Group
379
Empower Advisory Group
Colorado
$334K
FWM
380
Forza Wealth Management
Florida
$334K +$26.1K +550 +8%
AC
381
AWM Capital
Arizona
$334K
PCIA
382
Prime Capital Investment Advisors
Kansas
$332K
PCA
383
Prosperity Capital Advisors
Ohio
$327K +$123K +2,582 +56%
DFC
384
DBK Financial Counsel
Ohio
$327K
DJSG
385
D.J. St. Germain
Massachusetts
$324K
SCA
386
STALEY CAPITAL ADVISERS
Pennsylvania
$324K +$1.28K +27 +0.4%
GP
387
Greenline Partners
New York
$321K +$807 +17 +0.2%
WANY
388
Wealthspire Advisors (New York)
New York
$319K +$332K +6,985 New
VW
389
Vance Wealth
California
$318K +$102K +2,146 +45%
Lido Advisors
390
Lido Advisors
California
$318K +$47 +1 +0%
SOS
391
Silver Oak Securities
Tennessee
$310K +$31.2K +657 +11%
RP
392
Rowlandmiller & Partners
Georgia
$308K
CCFM
393
Clear Creek Financial Management
Washington
$303K -$19.6K -412 -6%
1WA
394
180 Wealth Advisors
Washington
$301K -$14.2K -300 -4%
WS
395
Wedbush Securities
California
$300K -$69.1K -1,455 -18%
CWM
396
Castle Wealth Management
Florida
$296K
PP
397
PrairieView Partners
Minnesota
$296K
AFAS
398
Acorn Financial Advisory Services
Virginia
$292K
IF
399
Intrua Financial
Texas
$290K
LA
400
Lifeworks Advisors
Michigan
$287K