We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
401
Gryphon Financial Partners
Ohio
$206K -$8.35K -190 -4%
IWM
402
IHT Wealth Management
Illinois
$203K +$202K +4,610 New
PCA
403
Prosperity Capital Advisors
Ohio
$201K +$201K +4,576 New
Lido Advisors
404
Lido Advisors
California
$200K +$200K +4,560 New
Fidelity Investments
405
Fidelity Investments
Massachusetts
$193K -$2.46K -56 -1%
AWM
406
Angeles Wealth Management
California
$184K
KFI
407
Key Financial Inc
Pennsylvania
$176K
PTC
408
Private Trust Company
Ohio
$176K +$176K +4,001 New
FA
409
Fiduciary Alliance
South Carolina
$173K +$173K +3,935 New
AIM
410
Acropolis Investment Management
Missouri
$170K
WFA
411
WestHill Financial Advisors
California
$165K +$11K +250 +7%
BFPW
412
BOK Financial Private Wealth
Colorado
$160K
Franklin Resources
413
Franklin Resources
California
$160K +$659 +15 +0.4%
RTL
414
Red Tortoise LLC
Georgia
$145K +$144K +3,289 New
RWM
415
Raffa Wealth Management
District of Columbia
$144K +$571 +13 +0.4%
FFA
416
Farther Finance Advisors
California
$131K +$131K +2,975 New
GFWA
417
Grey Fox Wealth Advisors
Delaware
$124K +$124K +2,812 New
CWP
418
Concord Wealth Partners
Virginia
$120K -$132K -2,994 -52%
CFFP
419
Center for Financial Planning
Michigan
$111K
CMBA
420
C.M. Bidwell & Associates
Hawaii
$110K
IFS
421
Intelligent Financial Strategies
Minnesota
$110K
PCA
422
Providence Capital Advisors
North Carolina
$106K
M
423
MOTCO
Texas
$103K +$103K +2,352 New
UB
424
UMB Bank
Missouri
$99K
IRC
425
Investors Research Corp
Georgia
$98.4K