We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
526
CWA Asset Management Group
Florida
$662K
Empower Advisory Group
527
Empower Advisory Group
Colorado
$659K -$15K -225 -2%
MKW
528
Mullaney, Keating & Wright
Connecticut
$654K
MFG
529
Mission Financial Group
Nevada
$651K +$622K +9,309 New
SQA
530
Simon Quick Advisors
New Jersey
$648K
MFIM
531
Mesirow Financial Investment Management
Illinois
$644K -$14.9K -223 -2%
TWP
532
Tenet Wealth Partners
Illinois
$643K +$607K +9,085 New
WS
533
Wedbush Securities
California
$642K
SAM
534
Secure Asset Management
Michigan
$636K
CCWM
535
Correct Capital Wealth Management
Missouri
$631K
AWM
536
Accurate Wealth Management
Florida
$621K +$54.7K +819 +10%
GWM
537
Geneos Wealth Management
Colorado
$614K
EF
538
Exeter Financial
Arizona
$612K +$1.94K +29 +0.3%
Renaissance Technologies
539
Renaissance Technologies
New York
$608K -$614K -9,195 -51%
HPA
540
High Probability Advisors
New York
$606K
LIA
541
LBMC Investment Advisors
Tennessee
$603K +$1.07K +16 +0.2%
PPA
542
Painted Porch Advisors
California
$603K +$576K +8,620 New
FPCP
543
Fort Point Capital Partners
California
$597K +$570K +8,534 New
SFG
544
Stonebridge Financial Group
California
$593K +$567K +8,491 New
NG
545
NWK Group
California
$582K
LNWTC
546
Laird Norton Wetherby Trust Company
Washington
$581K
IC
547
IEQ Capital
California
$581K -$185K -2,770 -25%
MGWA
548
Monument Group Wealth Advisors
Massachusetts
$581K
BAM
549
Belpointe Asset Management
Nevada
$577K +$69.8K +1,044 +14%
FCA
550
Fortis Capital Advisors
Kansas
$577K +$69.8K +1,044 +14%