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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
401
Partners in Financial Planning
Virginia
$1.14M +$2.45K +42 +0.2%
MA
402
McGrath & Associates
North Carolina
$1.13M +$14.2K +244 +1%
PHWA
403
Petersen Hastings Wealth Advisors
Washington
$1.12M +$1.1M +18,793 New
PCM
404
Peirce Capital Management
Texas
$1.11M
AFO
405
Aurelius Family Office
New Hampshire
$1.11M -$233 -4 -0%
CTC
406
Central Trust Company
Missouri
$1.11M +$181K +3,100 +20%
LCWP
407
Legacy Capital Wealth Partners
Arkansas
$1.1M +$112K +1,922 +12%
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$129K +2,207 +14%
VAG
409
Vannoy Advisory Group
Texas
$1.09M +$8.23K +141 +0.8%
B
410
BetterWealth
California
$1.09M -$76.7K -1,314 -7%
WH
411
Willner & Heller
California
$1.06M +$315K +5,393 +44%
GWM
412
Grand Wealth Management
Michigan
$1.04M
MGW
413
MB Generational Wealth
Washington
$1.04M +$1.17K +20 +0.1%
STA
414
Summit Trail Advisors
New York
$1.03M
CCFM
415
Clear Creek Financial Management
Washington
$1.03M +$992 +17 +0.1%
AWM
416
Apollon Wealth Management
South Carolina
$1.02M -$2.04K -35 -0.2%
AWP
417
Axis Wealth Partners
Rhode Island
$1.01M +$18.8K +323 +2%
IA
418
IFP Advisors
Florida
$1.01M +$48.5K +832 +5%
KCPG
419
Kavar Capital Partners Group
Kansas
$1M
PWP
420
Ponta Wealth Partners
Florida
$1M +$981K +16,813 New
AWE
421
Avidian Wealth Enterprises
Texas
$984K +$817 +14 +0.1%
WP
422
Wealthspan Partners
Iowa
$972K -$18.3K -314 -2%
WIM
423
Warwick Investment Management
Texas
$966K +$3.79K +65 +0.4%
SEI Investments
424
SEI Investments
Pennsylvania
$964K +$41.7K +714 +5%
CGPCS
425
Capital Group Private Client Services
California
$964K