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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
451
180 Wealth Advisors
Washington
$805K -$4.38K -75 -0.6%
WA
452
Waverly Advisors
Alabama
$805K +$36.8K +630 +5%
AAS
453
Ameritas Advisory Services
Nebraska
$804K +$788K +13,499 New
SRWM
454
Shira Ridge Wealth Management
California
$802K -$2.52M -43,232 -76%
P
455
&Partners
Tennessee
$802K -$325K -5,577 -29%
BFG
456
Berger Financial Group
Minnesota
$788K
SAI
457
Savvy Advisors Inc
New York
$787K +$771K +13,217 New
TFA
458
TandemGrowth Financial Advisors
Georgia
$785K +$769K +13,178 New
SFM
459
Signet Financial Management
New Jersey
$784K -$12.3K -211 -2%
FIA
460
Foundations Investment Advisors
Arizona
$769K +$289K +4,956 +62%
Empower Advisory Group
461
Empower Advisory Group
Colorado
$767K +$166K +2,844 +28%
DFP
462
Donalies Financial Planning
District of Columbia
$767K +$751K +12,877 New
BWS
463
BCR Wealth Strategies
Alabama
$762K
SIM
464
Stratos Investment Management
Ohio
$761K -$283K -4,846 -27%
SIAG
465
Safeguard Investment Advisory Group
California
$753K -$35K -599 -5%
SQA
466
Simon Quick Advisors
New Jersey
$748K
CB
467
Commerce Bank
Missouri
$745K
DWT
468
Dorsey & Whitney Trust
South Dakota
$729K
IFWM
469
Institute for Wealth Management
Colorado
$726K +$525 +9 +0.1%
PWM
470
Perigon Wealth Management
California
$721K
MOS
471
MGO One Seven
Ohio
$720K
EW
472
Evoke Wealth
California
$717K
WT
473
Washington Trust
Rhode Island
$714K
FS
474
Financial Symmetry
North Carolina
$713K +$7.47K +128 +1%
VFP
475
Vilga Financial Planning
New Jersey
$713K +$698K +11,970 New