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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
526
Mowery & Schoenfeld Wealth Management
Illinois
$226K
TI
527
tru Independence
Oregon
$222K +$2.52K +48 +1%
AF
528
Advisornet Financial
Minnesota
$222K +$2.31K +44 +1%
Ameriprise
529
Ameriprise
Minnesota
$219K +$221K +4,218 New
GPW
530
Gentry Private Wealth
Kansas
$219K +$221K +4,216 New
CSIC
531
Clifford Swan Investment Counsel
California
$218K -$5.14K -98 -2%
PP
532
Pacifica Partners
Canada
$218K
BCM
533
Brookstone Capital Management
Illinois
$218K -$71.9K -1,370 -26%
SCM
534
Steele Capital Management
Iowa
$217K
FFM
535
Flagstone Financial Management
Nebraska
$213K
GWM
536
GDS Wealth Management
Texas
$212K +$215K +4,090 New
CIA
537
Cladis Investment Advisory
Montana
$212K
CWM
538
Core Wealth Management
Florida
$209K
MAG
539
Mokosak Advisory Group
Iowa
$208K +$839 +16 +0.4%
DOA
540
D'Orazio & Associates
Virginia
$207K
RF
541
Robinswood Financial
Washington
$205K +$157 +3 +0.1%
PFA
542
Pettinga Financial Advisors
Indiana
$205K
FA
543
FF Advisors
California
$201K
HSG
544
Helen Stephens Group
Texas
$200K
Franklin Resources
545
Franklin Resources
California
$193K +$839 +16 +0.4%
CFGS
546
Concourse Financial Group Securities
Alabama
$190K
TIM
547
Tortoise Investment Management
New York
$189K +$8.55K +163 +5%
BFPW
548
BOK Financial Private Wealth
Colorado
$189K
FFA
549
Frazier Financial Advisors
Ohio
$186K
PGAM
550
Princeton Global Asset Management
New Jersey
$185K