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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
426
Harbour Investments
Wisconsin
$98.3K
PO
427
Private Ocean
California
$96.2K
FCG
428
Financial Connections Group
California
$94K +$79.4K +1,808 +543%
GWS
429
Glassman Wealth Services
Virginia
$90.3K
BAM
430
Belpointe Asset Management
Nevada
$77.9K +$77.8K +1,772 New
CAS
431
Coppell Advisory Solutions
Texas
$77.4K +$77.4K +1,762 New
CASC
432
Coppell Advisory Solutions Corp
Texas
$77.4K +$77.4K +1,762 New
CPG
433
Cornerstone Planning Group
New Jersey
$77K +$74.1K +1,686 New
MAWCM
434
Mine & Arao Wealth Creation & Management
California
$72.8K
RDFA
435
Ritter Daniher Financial Advisory
Ohio
$70K
Qube Research & Technologies (QRT)
436
Qube Research & Technologies (QRT)
United Kingdom
$61.2K -$190K -4,330 -76%
GI
437
Gradient Investments
Minnesota
$60.7K +$48.8K +1,110 +408%
CMP
438
Coston McIsaac & Partners
Maine
$59K +$264 +6 +0.4%
CTC
439
Central Trust Company
Missouri
$57.2K
BA
440
Bellwether Advisors
Nebraska
$53K
MFC
441
Morris Financial Concepts
South Carolina
$51.8K +$51.8K +1,179 New
First Manhattan
442
First Manhattan
New York
$51.4K +$26.6K +606 +107%
HNB
443
Huntington National Bank
Ohio
$47.5K
MFA
444
McClarren Financial Advisors
Pennsylvania
$45K +$176 +4 +0.4%
ASN
445
Advisory Services Network
Georgia
$44.9K +$44.9K +1,022 New
OFG
446
Oxford Financial Group
Indiana
$44.3K
EA
447
Evolution Advisers
Virginia
$44K +$44.5K +1,012 +10,120%
CT
448
Colonial Trust
South Carolina
$44K +$43.9K +1,000 New
SN
449
Sittner & Nelson
Oregon
$41.3K
TWM
450
Tradition Wealth Management
Minnesota
$41K +$176 +4 +0.4%