We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
476
Well Done LLC
Michigan
$339K +$5.41K +100 +2%
PP
477
PrairieView Partners
Minnesota
$339K -$2.43K -45 -0.7%
IFG
478
Independent Financial Group
California
$338K +$3.14K +58 +1%
MCM
479
Mitchell Capital Management
Kansas
$336K
GFP
480
Gryphon Financial Partners
Ohio
$334K
LFAS
481
Level Four Advisory Services
Texas
$331K -$6.97K -129 -2%
SAM
482
Sequent Asset Management
Texas
$330K -$321K -5,932 -50%
Comerica Bank
483
Comerica Bank
Texas
$330K
CFG
484
Citizens Financial Group
Rhode Island
$330K -$162 -3 -0.1%
CWM
485
Castle Wealth Management
Florida
$323K
CSPIA
486
Cary Street Partners Investment Advisory
Virginia
$319K +$69.8K +1,290 +29%
BPWM
487
Black Point Wealth Management
Florida
$318K
VCM
488
Vision Capital Management
Oregon
$317K
CFO
489
Collective Family Office
Pennsylvania
$315K
GWM
490
Geneos Wealth Management
Colorado
$314K -$10.3K -191 -3%
CA
491
Clearstead Advisors
Ohio
$312K
WWM
492
Whalen Wealth Management
Nevada
$311K +$1.08K +20 +0.4%
TA
493
TFB Advisors
Kansas
$308K -$16.9K -312 -5%
YWM
494
Yoder Wealth Management
California
$308K
KCM
495
Kathmere Capital Management
Pennsylvania
$305K
MWA
496
Midland Wealth Advisors
Illinois
$304K +$1.03K +19 +0.3%
ANB
497
Amarillo National Bank
Texas
$303K
GA
498
Goldstein Advisors
Wisconsin
$295K
KFP
499
Keener Financial Planning
Texas
$293K
AI
500
Accredited Investors
Minnesota
$291K -$6.76K -125 -2%