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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
501
Brown Advisory
Maryland
$243K +$230K +4,471 New
IA
502
IFP Advisors
Florida
$243K +$6.02K +117 +3%
CWR
503
Chico Wealth RIA
California
$237K +$224K +4,358 New
MSWM
504
Mowery & Schoenfeld Wealth Management
Illinois
$237K
CSIC
505
Clifford Swan Investment Counsel
California
$234K
LWM
506
LongView Wealth Management
Georgia
$234K
TI
507
tru Independence
Oregon
$230K -$307K -5,965 -59%
AF
508
Advisornet Financial
Minnesota
$230K -$2.82M -54,692 -93%
SCM
509
Steele Capital Management
Iowa
$228K
FFM
510
Flagstone Financial Management
Nebraska
$224K
PP
511
Pacifica Partners
Canada
$223K
CIA
512
Cladis Investment Advisory
Montana
$222K
SFC
513
Strategic Financial Concepts
Texas
$220K +$208K +4,037 New
CWM
514
Core Wealth Management
Florida
$219K
MAG
515
Mokosak Advisory Group
Iowa
$217K -$5.66K -110 -3%
DOA
516
D'Orazio & Associates
Virginia
$217K
PFA
517
Pettinga Financial Advisors
Indiana
$215K
UWM
518
USAdvisors Wealth Management
Minnesota
$215K +$206 +4 +0.1%
RMDI
519
R.M. Davis Inc
Maine
$214K -$54.6K -1,060 -21%
RF
520
Robinswood Financial
Washington
$213K +$51 +1 +0%
FA
521
Fiduciary Alliance
South Carolina
$212K
FA
522
FF Advisors
California
$211K
HSG
523
Helen Stephens Group
Texas
$210K -$81.8K -1,589 -29%
ATC
524
Argent Trust Co
Tennessee
$209K
FFN
525
Focus Financial Network
Minnesota
$209K +$214K +4,148 New