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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
376
B.O.S.S. Retirement Advisors
Utah
$600K -$43.1K -837 -7%
Two Sigma Investments
377
Two Sigma Investments
New York
$593K -$952K -18,500 -63%
IAN
378
Integrated Advisors Network
Texas
$585K -$19.1K -371 -3%
SFS
379
Strategic Financial Services
New York
$583K
WF
380
WoodTrust Financial
Wisconsin
$580K -$17.8K -345 -3%
GTAM
381
Global Trust Asset Management
Florida
$565K +$10.3K +200 +2%
BCWM
382
Bartlett & Co Wealth Management
Ohio
$561K
LCM
383
Liberty Capital Management
Michigan
$561K
RWM
384
Revisor Wealth Management
Ohio
$560K +$540K +10,488 New
MSWM
385
McGlone Suttner Wealth Management
Wisconsin
$557K -$124K -2,400 -19%
CFG
386
Clayton Financial Group
Missouri
$556K +$526K +10,218 New
PFP
387
Paragon Financial Partners
California
$553K +$262K +5,082 +100%
PFPT
388
Pinnacle Financial Partners (Tennessee)
Tennessee
$549K
FPCP
389
Fort Point Capital Partners
California
$544K -$28.7K -558 -5%
FWM
390
Forza Wealth Management
Florida
$522K -$103K -2,000 -17%
MGWA
391
Monument Group Wealth Advisors
Massachusetts
$521K +$30.9K +600 +7%
LWM
392
Lodestone Wealth Management
Washington
$519K +$123K +2,387 +33%
BTI
393
Blue Trust Inc
Georgia
$517K -$60.7K -1,180 -11%
SHGA
394
Sand Hill Global Advisors
California
$514K -$31.8K -618 -6%
CF
395
Centaurus Financial
California
$509K +$481K +9,344 New
SOS
396
Silver Oak Securities
Tennessee
$505K -$145K -2,819 -23%
CAMG
397
CWA Asset Management Group
Florida
$496K
SAM
398
Secure Asset Management
Michigan
$495K
BBNB
399
Baker Boyer National Bank
Washington
$494K
LNWWM
400
Laird Norton Wetherby Wealth Management
California
$492K