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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
376
NCM Capital Management
New Jersey
$611K +$1.94K +37 +0.3%
Wells Fargo
377
Wells Fargo
California
$602K +$147K +2,794 +32%
HWM
378
HB Wealth Management
Georgia
$601K -$15.7K -300 -3%
SSW
379
Stone Summit Wealth
Florida
$579K
G
380
GenTrust
Florida
$575K
ACA
381
Aptus Capital Advisors
Alabama
$574K -$5.04K -96 -0.9%
LWM
382
Lodestone Wealth Management
Washington
$573K +$78.7K +1,501 +16%
FOA
383
Five Oceans Advisors
California
$569K -$3.99K -76 -0.7%
IAN
384
Integrated Advisors Network
Texas
$556K -$1.36K -26 -0.2%
SFS
385
Strategic Financial Services
New York
$556K
WF
386
WoodTrust Financial
Wisconsin
$552K
GTAM
387
Global Trust Asset Management
Florida
$541K +$2.05K +39 +0.4%
LCM
388
Liberty Capital Management
Michigan
$535K
WFA
389
WMG Financial Advisors
Tennessee
$533K -$193K -3,683 -26%
PFP
390
Paragon Financial Partners
California
$527K
PFPT
391
Pinnacle Financial Partners (Tennessee)
Tennessee
$523K
M&T Bank
392
M&T Bank
New York
$523K +$529K +10,077 New
D.E. Shaw & Co
393
D.E. Shaw & Co
New York
$522K +$528K +10,070 New
MKW
394
Mullaney, Keating & Wright
Connecticut
$522K +$527K +10,055 New
FPCP
395
Fort Point Capital Partners
California
$519K
BTI
396
Blue Trust Inc
Georgia
$517K
SAG
397
SageView Advisory Group
California
$514K +$259K +4,936 +99%
MCA
398
Magnolia Capital Advisors
Mississippi
$514K +$520K +9,908 New
CCFM
399
Clear Creek Financial Management
Washington
$512K -$345K -6,576 -40%
CF
400
Centaurus Financial
California
$503K +$18K +344 +4%