We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
PFG Advisors
Arizona
$1.07M +$253K +3,784 +33%
JWA
452
JFS Wealth Advisors
Pennsylvania
$1.07M +$93.3K +1,396 +10%
NA
453
Nautilus Advisors
California
$1.04M +$8.42K +126 +0.8%
CIA
454
Capital Investment Advisors
Georgia
$1.04M
CWS
455
Cypress Wealth Services
California
$1.03M +$741K +11,086 +304%
FWP
456
Falcon Wealth Planning
California
$1.01M
Janney Montgomery Scott
457
Janney Montgomery Scott
Pennsylvania
$991K +$137K +2,045 +17%
CW
458
CreativeOne Wealth
Kansas
$989K +$257K +3,851 +37%
CFO
459
CVA Family Office
Colorado
$988K +$1.54K +23 +0.2%
KWM
460
Keebeck Wealth Management
Illinois
$981K
SSW
461
Stone Summit Wealth
Florida
$975K -$869 -13 -0.1%
SIAG
462
Safeguard Investment Advisory Group
California
$974K +$92.4K +1,382 +11%
PWM
463
Perigon Wealth Management
California
$972K +$123K +1,837 +15%
PB
464
Pinnacle Bancorp
Nebraska
$971K -$735 -11 -0.1%
GHA
465
Good Harbor Advisors
Massachusetts
$948K +$6.42K +96 +0.7%
CWM
466
Concentrum Wealth Management
California
$941K -$67.2K -1,006 -7%
DWM
467
Dakota Wealth Management
Florida
$937K -$52.1K -780 -6%
TFA
468
TandemGrowth Financial Advisors
Georgia
$921K
BFG
469
Berger Financial Group
Minnesota
$920K
CPIG
470
Chicago Partners Investment Group
Illinois
$914K -$14.5K -217 -2%
SAG
471
SageView Advisory Group
California
$912K -$24.8K -371 -3%
SRWM
472
Shira Ridge Wealth Management
California
$909K -$13K -194 -1%
FS
473
Financial Symmetry
North Carolina
$907K +$468 +7 +0.1%
MWA
474
Medallion Wealth Advisors
Connecticut
$901K -$66.9K -1,001 -7%
JDLA
475
J. Derek Lewis & Associates
California
$900K +$336K +5,030 +64%