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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
426
Institute for Wealth Management
Colorado
$658K -$560 -11 -0.1%
Susquehanna International Group
427
Susquehanna International Group
Pennsylvania
$655K +$618K +12,131 New
PWM
428
Perigon Wealth Management
California
$653K
MOS
429
MGO One Seven
Ohio
$652K
EW
430
Evoke Wealth
California
$650K
WT
431
Washington Trust
Rhode Island
$647K
CAM
432
CPA Asset Management
Florida
$644K
Janney Montgomery Scott
433
Janney Montgomery Scott
Pennsylvania
$639K
RIP
434
RAM Investment Partners
Washington
$638K
FWCM
435
Ferguson Wellman Capital Management
Oregon
$636K
Lido Advisors
436
Lido Advisors
California
$628K +$136K +2,667 +30%
NCM
437
NCM Capital Management
New Jersey
$628K -$10.5K -207 -2%
MWG
438
Martin Worley Group
Utah
$627K -$39.8K -782 -6%
PFBT
439
Parkside Financial Bank & Trust
Missouri
$621K -$255 -5 -0%
ACA
440
Aptus Capital Advisors
Alabama
$621K -$38.5K -755 -6%
FWM
441
Forza Wealth Management
Florida
$617K
CTC
442
Central Trust Company
Missouri
$601K +$477K +9,358 +525%
G
443
GenTrust
Florida
$598K
BI
444
Berkeley Inc
Idaho
$595K -$8.81K -173 -2%
FS
445
Financial Symmetry
North Carolina
$593K +$7.18K +141 +1%
CWA
446
Cascade Wealth Advisors
Washington
$591K +$552K +10,830 New
USCWA
447
U.S. Capital Wealth Advisors
Texas
$587K -$94.6K -1,857 -15%
NA
448
Nautilus Advisors
California
$584K +$246K +4,825 +80%
KRW
449
Kaufman Rossin Wealth
Florida
$581K
IC
450
IEQ Capital
California
$580K +$21.2K +417 +4%