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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
476
Blue Trust Inc
Georgia
$509K
MPW
477
MASECO Private Wealth
$506K +$478K +9,376 New
MCM
478
Mattern Capital Management
Colorado
$501K -$255K -5,011 -35%
WSFS
479
Wilmington Savings Fund Society
Delaware
$497K -$5.09K -100 -1%
RFA
480
Rollins Financial Advisors
New York
$492K -$95K -1,866 -17%
SAM
481
Secure Asset Management
Michigan
$491K
M&T Bank
482
M&T Bank
New York
$489K
CCWM
483
Correct Capital Wealth Management
Missouri
$487K
WP
484
Westmount Partners
California
$479K
Wells Fargo
485
Wells Fargo
California
$476K +$13.8K +270 +3%
GWM
486
Geneos Wealth Management
Colorado
$474K +$205K +4,024 +84%
NSG
487
Nalls Sherbakoff Group
Tennessee
$473K +$407 +8 +0.1%
MGWA
488
Monument Group Wealth Advisors
Massachusetts
$471K -$102 -2 -0%
HWM
489
Hemington Wealth Management
Virginia
$469K
HPA
490
High Probability Advisors
New York
$468K
SHGA
491
Sand Hill Global Advisors
California
$467K
EF
492
Exeter Financial
Arizona
$465K +$2.04K +40 +0.5%
KCM
493
Kathmere Capital Management
Pennsylvania
$464K +$159K +3,121 +57%
LIA
494
LBMC Investment Advisors
Tennessee
$461K +$1.12K +22 +0.3%
LFA
495
Legacy Financial Advisors
Kentucky
$461K +$45.6K +895 +12%
CW
496
CreativeOne Wealth
Kansas
$459K -$43.8K -860 -9%
TRCT
497
Tower Research Capital (TRC)
New York
$452K +$426K +8,374 New
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$449K +$424K +8,317 New
Comerica Bank
499
Comerica Bank
Texas
$447K -$12.7K -250 -3%
AC
500
AlphaCore Capital
California
$442K +$291K +5,717 +232%