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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
426
Roundview Capital
New Jersey
$963K
CWM
427
Concentrum Wealth Management
California
$958K -$833K -14,282 -47%
TNBTD
428
Trustmark National Bank Trust Department
Mississippi
$957K
EFH
429
Eaton Financial Holdings
Florida
$950K +$3.73K +64 +0.4%
VWM
430
Vermillion Wealth Management
Minnesota
$948K +$58.1K +996 +7%
AWM
431
Activest Wealth Management
Florida
$942K -$8.37M -143,484 -90%
KeyBank National Association
432
KeyBank National Association
Ohio
$942K
RF
433
rebel Financial
Ohio
$938K +$919K +15,756 New
DWM
434
Dakota Wealth Management
Florida
$921K
PMIM
435
Prudent Man Investment Management
Colorado
$901K -$59.2K -1,015 -6%
CIA
436
Capital Investment Advisors
Georgia
$894K -$12.2K -209 -1%
LWM
437
LongView Wealth Management
Georgia
$879K
IWM
438
IHT Wealth Management
Illinois
$876K +$582K +9,978 +211%
CPIG
439
Chicago Partners Investment Group
Illinois
$876K -$87.3K -1,496 -10%
FWP
440
Falcon Wealth Planning
California
$864K
CF
441
Centaurus Financial
California
$857K +$50.1K +858 +6%
PMFA
442
Plante Moran Financial Advisors
Michigan
$854K
SSW
443
Stone Summit Wealth
Florida
$840K -$24.5K -420 -3%
CFO
444
CVA Family Office
Colorado
$840K +$358K +6,131 +77%
KWM
445
Keebeck Wealth Management
Illinois
$836K -$207K -3,540 -20%
CSP
446
Cary Street Partners
Virginia
$831K +$10.2K +175 +1%
MWA
447
Medallion Wealth Advisors
Connecticut
$831K -$25.4K -436 -3%
JWA
448
JFS Wealth Advisors
Pennsylvania
$830K -$2.68K -46 -0.3%
PB
449
Pinnacle Bancorp
Nebraska
$828K
NA
450
Nautilus Advisors
California
$813K +$92.4K +1,583 +13%