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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
476
Clear Perspectives Financial Planning
Ohio
$17.8K +$18.5K +400 New
TCA
477
Trifecta Capital Advisors
Illinois
$17.6K
GI
478
Gradient Investments
Minnesota
$12.1K -$51.5K -1,110 -80%
JFA
479
JNBA Financial Advisors
Minnesota
$9.84K
PA
480
Parallel Advisors
California
$9.75K
IWP
481
IAG Wealth Partners
Wisconsin
$8.41K
EWM
482
Evermay Wealth Management
Virginia
$7.57K
CP
483
Castleview Partners
Texas
$5.94K
CSC
484
Caldwell Sutter Capital
California
$4.98K
WWP
485
WR Wealth Planners
Missouri
$4.96K
VDBMI
486
Van Den Berg Management I
Texas
$4.58K
QA
487
Quantitative Advantage
Minnesota
-$48.9M -1,112,930 Closed
TRCT
488
Tower Research Capital (TRC)
New York
-$1.45M -32,967 Closed
NL
489
NWAM LLC
Washington
-$862K -19,601 Closed
ICG
490
InterOcean Capital Group
Tennessee
-$818K -18,619 Closed
WIM
491
Warwick Investment Management
Texas
-$682K -15,516 Closed
Renaissance Technologies
492
Renaissance Technologies
New York
-$668K -15,200 Closed
VCM
493
Vivaldi Capital Management
Illinois
-$260K -5,754 Closed
NP
494
NorthRock Partners
Minnesota
-$250K -5,694 Closed
FA
495
Fiduciary Alliance
South Carolina
-$173K -3,935 Closed
CAS
496
Coppell Advisory Solutions
Texas
-$77.4K -1,762 Closed
CASC
497
Coppell Advisory Solutions Corp
Texas
-$77.4K -1,762 Closed
First Manhattan
498
First Manhattan
New York
-$51.4K -1,170 Closed
EA
499
Evolution Advisers
Virginia
-$46.9K -1,012 -99%
GT
500
Glenmede Trust
Pennsylvania
-$28.4K -646 Closed