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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
426
Summit Financial
New Jersey
$1.07M +$843K +13,272 +339%
MGW
427
MB Generational Wealth
Washington
$1.07M -$17.5K -275 -2%
KCPG
428
Kavar Capital Partners Group
Kansas
$1.05M
BCI
429
Brinker Capital Investments
Pennsylvania
$1.05M -$3.91M -61,588 -79%
WP
430
Wealthspan Partners
Iowa
$1.05M +$28.7K +452 +3%
CTC
431
Central Trust Company
Missouri
$1.04M -$128K -2,010 -11%
WIM
432
Warwick Investment Management
Texas
$1.02M +$3.43K +54 +0.3%
CF
433
Centaurus Financial
California
$1.01M +$113K +1,780 +12%
RC
434
Roundview Capital
New Jersey
$1.01M
TNBTD
435
Trustmark National Bank Trust Department
Mississippi
$1M
RWM
436
Rialto Wealth Management
New York
$995K +$609K +9,593 +151%
KeyBank National Association
437
KeyBank National Association
Ohio
$988K
P
438
&Partners
Tennessee
$981K +$142K +2,233 +17%
RF
439
rebel Financial
Ohio
$975K -$8.77K -138 -0.9%
AWM
440
Apollon Wealth Management
South Carolina
$971K -$95.2K -1,499 -9%
MWM
441
Maripau Wealth Management
Indiana
$959K +$353K +5,565 +57%
EFH
442
Eaton Financial Holdings
Florida
$959K -$38.2K -601 -4%
Wells Fargo
443
Wells Fargo
California
$943K +$651K +10,253 +212%
BFA
444
Beacon Financial Advisory
Ohio
$937K +$197K +3,098 +26%
CIA
445
Capital Investment Advisors
Georgia
$928K -$9.91K -156 -1%
NA
446
Nautilus Advisors
California
$927K +$75.2K +1,184 +9%
OFO
447
OneAscent Family Office
Alabama
$919K -$1.79M -28,116 -66%
FWP
448
Falcon Wealth Planning
California
$907K
CWM
449
Concentrum Wealth Management
California
$904K -$103K -1,628 -10%
FWM
450
Forza Wealth Management
Florida
$901K +$203K +3,200 +28%