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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
476
Correct Capital Wealth Management
Missouri
$503K
CGPCS
477
Capital Group Private Client Services
California
$496K +$510K +8,907 New
WP
478
Westmount Partners
California
$494K
MGWA
479
Monument Group Wealth Advisors
Massachusetts
$494K -$9.15K -160 -2%
FA
480
Fortis Advisors
Pennsylvania
$491K +$1.95K +34 +0.4%
HWM
481
Hemington Wealth Management
Virginia
$487K -$3.03K -53 -0.6%
TFS
482
Thoroughbred Financial Services
Tennessee
$483K -$8.98K -157 -2%
HPA
483
High Probability Advisors
New York
$483K
SHGA
484
Sand Hill Global Advisors
California
$482K -$40.5K -707 -8%
ASN
485
Advisory Services Network
Georgia
$479K -$34.4K -601 -7%
EF
486
Exeter Financial
Arizona
$476K +$1.83K +32 +0.4%
GA
487
Greenspring Advisors
Maryland
$476K
AWP
488
Axis Wealth Partners
Rhode Island
$475K +$488K +8,527 New
LIA
489
LBMC Investment Advisors
Tennessee
$474K +$1.09K +19 +0.2%
WFA
490
WMG Financial Advisors
Tennessee
$465K -$59.3K -1,036 -11%
LNWWM
491
Laird Norton Wetherby Wealth Management
California
$463K
Ameriprise
492
Ameriprise
Minnesota
$463K +$190K +3,319 +66%
Fisher Asset Management
493
Fisher Asset Management
Washington
$461K +$118K +2,067 +33%
MFIM
494
Mesirow Financial Investment Management
Illinois
$456K +$1.54K +27 +0.3%
SOAG
495
Silver Oak Advisory Group
Oregon
$451K -$15.3K -267 -3%
S
496
SignatureFD
Georgia
$443K -$95.3K -1,666 -17%
BFA
497
Benningfield Financial Advisors
California
$440K +$452K +7,900 New
CSP
498
Cary Street Partners
Virginia
$429K +$441K +7,708 New
GT
499
Greenleaf Trust
Michigan
$429K +$8.53K +149 +2%
MMA
500
Miracle Mile Advisors
California
$426K