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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Cambridge Trust
Massachusetts
$10.6K
JFA
502
JNBA Financial Advisors
Minnesota
$9.14K -$997 -21 -10%
IWP
503
IAG Wealth Partners
Wisconsin
$8.63K
EWM
504
Evermay Wealth Management
Virginia
$7.77K
WWP
505
WR Wealth Planners
Missouri
$5.13K
CSC
506
Caldwell Sutter Capital
California
$5.12K
VDBMI
507
Van Den Berg Management I
Texas
$4.71K
Wells Fargo
508
Wells Fargo
California
$4.49K -$279K -5,871 -98%
SIC
509
Salem Investment Counselors
North Carolina
$2.29K +$2.38K +50 New
AC
510
Asio Capital
Kentucky
-$4.94M -106,584 Closed
V
511
Veritable
Delaware
-$2.36M -50,925 Closed
TWP
512
Tempus Wealth Planning
California
-$1.86M -39,994 Closed
IAIM
513
International Assets Investment Management
Florida
-$675K -23,913 Closed
NL
514
NWAM LLC
Washington
-$990K -21,335 Closed
FCM
515
Fortis Capital Management
Washington
-$681K -14,685 Closed
CCMG
516
Clark Capital Management Group
Pennsylvania
-$490K -10,562 Closed
PWM
517
Perigon Wealth Management
California
-$406K -8,750 Closed
SPC
518
Sigma Planning Corp
Michigan
-$398K -8,585 Closed
ZIM
519
Zacks Investment Management
Illinois
-$311K -6,700 Closed
AA
520
Advisory Alpha
Michigan
-$310K -6,671 Closed
AWM
521
Accel Wealth Management
Iowa
-$295K -6,359 Closed
SWP
522
Strategic Wealth Partners
Ohio
-$226K -4,875 Closed
FA
523
Fiduciary Alliance
South Carolina
-$183K -3,935 Closed
PIAS
524
PCA Investment Advisory Services
Ohio
-$13.3K -287 Closed
IFAM
525
Institutional & Family Asset Management
Colorado
-$186 -4 Closed