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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDWCC
476
B&D White Capital Company
Texas
$549K
BTI
477
Blue Trust Inc
Georgia
$549K
MFIM
478
Mesirow Financial Investment Management
Illinois
$545K -$6.32K -111 -1%
AC
479
AlphaCore Capital
California
$544K +$65.8K +1,156 +14%
MCM
480
Mattern Capital Management
Colorado
$542K +$1.2K +21 +0.2%
SAM
481
Secure Asset Management
Michigan
$532K
RFA
482
Rollins Financial Advisors
New York
$531K +$285 +5 +0.1%
CCWM
483
Correct Capital Wealth Management
Missouri
$526K
DAS
484
Diversify Advisory Services
Utah
$520K -$14.2K -250 -3%
WP
485
Westmount Partners
California
$519K
GWM
486
Geneos Wealth Management
Colorado
$512K
CW
487
CreativeOne Wealth
Kansas
$510K +$14K +245 +3%
HWM
488
Hemington Wealth Management
Virginia
$506K
HPA
489
High Probability Advisors
New York
$505K
EF
490
Exeter Financial
Arizona
$504K +$2.33K +41 +0.5%
SHGA
491
Sand Hill Global Advisors
California
$504K
NSG
492
Nalls Sherbakoff Group
Tennessee
$503K -$7.18K -126 -1%
LIA
493
LBMC Investment Advisors
Tennessee
$499K +$1.31K +23 +0.3%
GA
494
Greenspring Advisors
Maryland
$498K +$487K +8,549 New
MGWA
495
Monument Group Wealth Advisors
Massachusetts
$493K -$15K -263 -3%
IF
496
Intrua Financial
Texas
$492K +$120K +2,100 +33%
Brown Advisory
497
Brown Advisory
Maryland
$491K -$255K -4,471 -35%
KCM
498
Kathmere Capital Management
Pennsylvania
$490K -$10.7K -188 -2%
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$484K
CPWM
500
Cypress Point Wealth Management
Texas
$484K -$104K -1,833 -18%