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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Castle Wealth Management
Florida
$301K
FFS
477
Founders Financial Securities
Maryland
$298K
BPWM
478
Black Point Wealth Management
Florida
$297K +$300K +5,720 New
VCM
479
Vision Capital Management
Oregon
$296K
CFO
480
Collective Family Office
Pennsylvania
$293K
CA
481
Clearstead Advisors
Ohio
$291K
WWM
482
Whalen Wealth Management
Nevada
$289K +$1.21K +23 +0.4%
YWM
483
Yoder Wealth Management
California
$287K
KCM
484
Kathmere Capital Management
Pennsylvania
$285K +$288K +5,487 New
FTUS
485
Flow Traders U.S.
New York
$283K +$287K +5,464 New
ANB
486
Amarillo National Bank
Texas
$283K
MWA
487
Midland Wealth Advisors
Illinois
$283K +$1.21K +23 +0.4%
WSFS
488
Wilmington Savings Fund Society
Delaware
$280K +$283K +5,400 New
AI
489
Accredited Investors
Minnesota
$278K +$281K +5,361 New
GA
490
Goldstein Advisors
Wisconsin
$275K
Two Sigma Investments
491
Two Sigma Investments
New York
$275K -$294K -5,600 -51%
KFP
492
Keener Financial Planning
Texas
$273K
SI
493
Stephens Inc
Arkansas
$272K -$1.11M -21,119 -80%
MSF
494
Mustard Seed Financial
Arkansas
$270K
PC
495
Peavine Capital
Nevada
$269K
TCM
496
Towneley Capital Management
California
$265K +$1.1K +21 +0.4%
SIC
497
SJS Investment Consulting
Ohio
$265K
PA
498
Procyon Advisors
Connecticut
$263K
LW
499
Linscomb Wealth
Texas
$260K
OC
500
Oakworth Capital
Alabama
$259K