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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$42.9M +$40.6K +926 +0.1%
MWM
27
Merriman Wealth Management
Washington
$42.7M -$138M -3,140,462 -77%
CPA
28
Capital Performance Advisors
California
$38.8M +$615K +14,006 +2%
EWM
29
Empirical Wealth Management
Washington
$38.4M +$926K +21,105 +3%
MRWM
30
ML&R Wealth Management
Texas
$38.2M +$403K +9,184 +1%
CCM
31
Carlson Capital Management
Minnesota
$36.1M -$1.24M -28,276 -4%
SWA
32
Sax Wealth Advisors
New Jersey
$31.6M -$187K -4,256 -0.6%
HIGP
33
Hill Investment Group Partners
Missouri
$31.5M -$389K -8,863 -1%
SFA
34
Sequoia Financial Advisors
Ohio
$31.1M -$447K -10,191 -1%
MWM
35
Meritas Wealth Management
California
$30.1M +$554K +12,618 +2%
KAM
36
KEB Asset Management
Illinois
$29.5M +$249K +5,672 +0.9%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$29.3M -$167K -3,801 -0.6%
TFM
38
TFC Financial Management
Massachusetts
$29.2M +$642K +14,625 +2%
LPL Financial
39
LPL Financial
California
$27.8M +$2.97M +67,588 +13%
MWA
40
Monograph Wealth Advisors
California
$27.2M +$1.04M +23,781 +4%
BHWM
41
Beaird Harris Wealth Management
Texas
$27M -$517K -11,773 -2%
SM
42
Sensible Money
Arizona
$26.9M +$1.88M +42,823 +8%
CL
43
Choreo LLC
Illinois
$26.9M -$712K -16,221 -3%
TWA
44
TCI Wealth Advisors
Arizona
$26.1M -$445K -10,141 -2%
KAM
45
Kraft Asset Management
Tennessee
$25.7M -$1.86M -42,286 -7%
JIC
46
Joel Isaacson & Co
New York
$25.7M +$1.02M +23,130 +4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$25.6M +$23.9M +543,940 +6,993%
FG
48
Foster Group
Iowa
$25.3M -$371K -8,449 -2%
Cerity Partners
49
Cerity Partners
New York
$24M -$360K -8,209 -2%
HighTower Advisors
50
HighTower Advisors
Illinois
$23.9M -$821K -18,705 -4%