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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Secure Asset Management
Michigan
$476K
BBNB
402
Baker Boyer National Bank
Washington
$475K
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$473K
SOAG
404
Silver Oak Advisory Group
Oregon
$473K +$2.9K +62 +0.7%
CCWM
405
Correct Capital Wealth Management
Missouri
$473K +$422K +9,033 New
PWM
406
Perigon Wealth Management
California
$472K +$421K +9,011 New
BWM
407
Baystate Wealth Management
Massachusetts
$471K +$35.4K +757 +9%
MGWA
408
Monument Group Wealth Advisors
Massachusetts
$470K +$420K +8,981 New
WP
409
Westmount Partners
California
$464K
FA
410
Fortis Advisors
Pennsylvania
$455K +$1.54K +33 +0.4%
AQR Capital Management
411
AQR Capital Management
Connecticut
$449K +$401K +8,584 New
GA
412
Greenspring Advisors
Maryland
$447K
LIA
413
LBMC Investment Advisors
Tennessee
$442K +$888 +19 +0.2%
TFS
414
Thoroughbred Financial Services
Tennessee
$442K +$30.4K +650 +8%
Neuberger Berman Group
415
Neuberger Berman Group
New York
$435K +$388K +8,310 New
SFM
416
Signet Financial Management
New Jersey
$435K +$1.87K +40 +0.5%
Fidelity Investments
417
Fidelity Investments
Massachusetts
$432K +$107K +2,299 +39%
EF
418
Exeter Financial
Arizona
$428K +$1.5K +32 +0.4%
1WA
419
180 Wealth Advisors
Washington
$423K +$71.9K +1,539 +23%
HCM
420
Hutchinson Capital Management
California
$420K +$374 +8 +0.1%
SSC
421
Syverson Strege & Co
Iowa
$419K +$24.4K +521 +7%
EW
422
Evoke Wealth
California
$414K +$370K +7,911 New
PCA
423
Prosperity Capital Advisors
Ohio
$410K +$31.9K +683 +10%
Empower Advisory Group
424
Empower Advisory Group
Colorado
$408K +$23K +491 +7%
MMA
425
Miracle Mile Advisors
California
$400K