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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
Apollon Wealth Management
South Carolina
$995K -$2.62K -46 -0.3%
LWM
377
LJI Wealth Management
Indiana
$988K -$2.55M -44,775 -73%
KCPG
378
Kavar Capital Partners Group
Kansas
$982K
AWP
379
Axis Wealth Partners
Rhode Island
$971K +$163K +2,859 +21%
WP
380
Wealthspan Partners
Iowa
$968K +$7.58K +133 +0.8%
LCWP
381
Legacy Capital Wealth Partners
Arkansas
$966K +$135K +2,376 +17%
BCM
382
Brookstone Capital Management
Illinois
$962K +$688K +12,084 +272%
AWE
383
Avidian Wealth Enterprises
Texas
$961K +$968 +17 +0.1%
SOAG
384
Silver Oak Advisory Group
Oregon
$959K +$27.9K +489 +3%
WAP
385
Wealthcare Advisory Partners
Pennsylvania
$948K -$32.1K -563 -3%
TWP
386
Tyche Wealth Partners
Texas
$945K +$924K +16,226 New
CGPCS
387
Capital Group Private Client Services
California
$942K
RC
388
Roundview Capital
New Jersey
$941K
WIM
389
Warwick Investment Management
Texas
$941K +$4.33K +76 +0.5%
IA
390
IFP Advisors
Florida
$939K +$529K +9,285 +136%
TNBTD
391
Trustmark National Bank Trust Department
Mississippi
$936K
EFH
392
Eaton Financial Holdings
Florida
$925K +$4.27K +75 +0.5%
SFPM
393
Sensible Financial Planning & Management
Massachusetts
$921K -$44.9K -789 -5%
KeyBank National Association
394
KeyBank National Association
Ohio
$921K
SAM
395
Smartleaf Asset Management
Massachusetts
$912K +$4.67K +82 +0.5%
CTC
396
Central Trust Company
Missouri
$901K +$248K +4,346 +39%
SEI Investments
397
SEI Investments
Pennsylvania
$901K +$140K +2,458 +19%
DWM
398
Dakota Wealth Management
Florida
$901K
PMIM
399
Prudent Man Investment Management
Colorado
$899K -$6.32K -111 -0.7%
DAS
400
Dynamic Advisor Solutions
Arizona
$898K -$32.4K -569 -4%