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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DHGWA
26
Dixon Hughes Goodman Wealth Advisors
North Carolina
$37.2M -$13.5K -290 -0%
HIGP
27
Hill Investment Group Partners
Missouri
$35.8M -$53.9K -1,158 -0.2%
EWA
28
EP Wealth Advisors
California
$35.3M +$35.2M +757,013 New
MRWM
29
ML&R Wealth Management
Texas
$35.2M +$1.6M +34,290 +5%
CCM
30
Carlson Capital Management
Minnesota
$34.2M -$490K -10,529 -1%
MPM
31
MBB Public Markets
Illinois
$34.1M +$10.5M +226,032 +45%
SWA
32
Sax Wealth Advisors
New Jersey
$32M -$2.54M -54,519 -7%
CL
33
Choreo LLC
Illinois
$31.7M +$36K +773 +0.1%
KAM
34
Kraft Asset Management
Tennessee
$30.4M +$2.02M +43,299 +7%
EWM
35
Empirical Wealth Management
Washington
$30M +$1.06M +22,690 +4%
TWA
36
TCI Wealth Advisors
Arizona
$29.9M -$583K -12,523 -2%
FG
37
Foster Group
Iowa
$28.9M -$618K -13,279 -2%
TFM
38
TFC Financial Management
Massachusetts
$28.3M +$1.06M +22,788 +4%
HighTower Advisors
39
HighTower Advisors
Illinois
$27.6M +$4.15M +89,220 +18%
BHWM
40
Beaird Harris Wealth Management
Texas
$26.4M -$2.24M -48,143 -8%
KAM
41
KEB Asset Management
Illinois
$24.2M -$50.3K -1,081 -0.2%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$23.5M +$2.18M +46,791 +10%
JIC
43
Joel Isaacson & Co
New York
$21.3M +$530K +11,387 +3%
TWP
44
TFO Wealth Partners
Ohio
$21.3M -$162K -3,485 -0.8%
RFA
45
Radnor Financial Advisors
Pennsylvania
$20.1M +$490K +10,515 +3%
LFA
46
Lauterbach Financial Advisors
Texas
$19.6M +$179K +3,836 +0.9%
AF
47
Allworth Financial
California
$18.2M +$1.01M +21,694 +6%
EVM
48
Eaton Vance Management
Massachusetts
$17.6M -$28.3K -608 -0.2%
SFA
49
Sequoia Financial Advisors
Ohio
$17.3M +$678K +14,560 +4%
AP
50
Adero Partners
California
$16.9M -$668K -14,347 -4%