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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
451
Glassman Wealth Services
Virginia
$91.4K
AWM
452
Avondale Wealth Management
Texas
$89K +$92.7K +2,000 New
GRP
453
Global Retirement Partners
California
$88.5K +$65.4K +1,411 +208%
MFA
454
McClarren Financial Advisors
Pennsylvania
$79K +$34.8K +750 +73%
MAWCM
455
Mine & Arao Wealth Creation & Management
California
$73.7K
BAM
456
Belpointe Asset Management
Nevada
$73K -$6.12K -132 -7%
RDFA
457
Ritter Daniher Financial Advisory
Ohio
$70.8K
CMP
458
Coston McIsaac & Partners
Maine
$60K +$185 +4 +0.3%
FCG
459
Financial Connections Group
California
$59K -$37.2K -802 -37%
CTC
460
Central Trust Company
Missouri
$57.9K
BA
461
Bellwether Advisors
Nebraska
$53.7K
SS
462
Sunbelt Securities
Texas
$45.3K +$48K +1,036 New
OFG
463
Oxford Financial Group
Indiana
$44.9K
CT
464
Colonial Trust
South Carolina
$44.5K
TWM
465
Tradition Wealth Management
Minnesota
$42K +$93 +2 +0.2%
SN
466
Sittner & Nelson
Oregon
$41.8K
SC
467
Steph & Co
Wisconsin
$36.7K
VNA
468
Valley National Advisers
Pennsylvania
$36K
MWM
469
Mascoma Wealth Management
New Hampshire
$29.4K
SPIA
470
Steward Partners Investment Advisory
New York
$28.4K
PNC Financial Services Group
471
PNC Financial Services Group
Pennsylvania
$28.4K -$6.63K -143 -18%
CA
472
Clearstead Advisors
Ohio
$25.5K +$26.6K +574 New
OLVIG
473
Oliver Lagore Vanvalin Investment Group
Michigan
$22.5K +$23.4K +505 New
PAI
474
Pittenger & Anderson Inc
Nebraska
$18.6K -$8.62K -186 -31%
AAG
475
Armstrong Advisory Group
Massachusetts
$18.3K