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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMIM
476
Prudent Man Investment Management
Colorado
$900K -$802 -12 -0.1%
WF
477
WoodTrust Financial
Wisconsin
$898K
DFP
478
Donalies Financial Planning
District of Columbia
$896K -$1.94K -29 -0.2%
BWS
479
BCR Wealth Strategies
Alabama
$894K
PMFA
480
Plante Moran Financial Advisors
Michigan
$877K -$53.4K -799 -6%
CB
481
Commerce Bank
Missouri
$865K
FIA
482
Foundations Investment Advisors
Arizona
$859K -$49.6K -743 -6%
DWT
483
Dorsey & Whitney Trust
South Dakota
$856K
IFWM
484
Institute for Wealth Management
Colorado
$853K +$134 +2 +0%
ACA
485
American Capital Advisory
Idaho
$845K +$4.81K +72 +0.6%
MOS
486
MGO One Seven
Ohio
$845K
WT
487
Washington Trust
Rhode Island
$838K
VFP
488
Vilga Financial Planning
New Jersey
$837K
CIA
489
Concurrent Investment Advisors
Florida
$829K +$47.6K +712 +6%
FWCM
490
Ferguson Wellman Capital Management
Oregon
$824K -$267 -4 -0%
NCM
491
NCM Capital Management
New Jersey
$823K +$2.07K +31 +0.3%
DAS
492
Dynamic Advisor Solutions
Arizona
$823K +$94.2K +1,410 +14%
WP
493
Westmount Partners
California
$815K
P
494
&Partners
Tennessee
$813K -$272K -4,066 -26%
SIM
495
Stratos Investment Management
Ohio
$812K -$80.5K -1,205 -9%
TP
496
Trailhead Planners
Minnesota
$802K
BC
497
BDFS Capital
Delaware
$795K +$23.3K +349 +3%
Lido Advisors
498
Lido Advisors
California
$792K +$62.9K +942 +9%
CCWA
499
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$791K
G
500
GenTrust
Florida
$775K