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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
526
IFP Advisors
Florida
$369K +$97.9K +1,923 +39%
OC
527
Oakworth Capital
Alabama
$367K
SLT
528
St Louis Trust
Missouri
$365K
RP
529
Rowlandmiller & Partners
Georgia
$364K
WAN
530
Wealth Advisors Northwest
Oregon
$362K +$341K +6,702 New
MPAM
531
Murphy Pohlad Asset Management
Minnesota
$361K -$341K -6,700 -50%
WFA
532
WMG Financial Advisors
Tennessee
$361K -$71.7K -1,407 -17%
NG
533
NWK Group
California
$360K
WDL
534
Well Done LLC
Michigan
$357K
FWS
535
FinDec Wealth Services
California
$354K -$365K -7,170 -52%
WS
536
Wedbush Securities
California
$352K
VFP
537
Verus Financial Partners
Virginia
$352K +$102 +2 +0%
Bank of New York Mellon
538
Bank of New York Mellon
New York
$351K -$48.4K -950 -13%
OIS
539
Okabena Investment Services
Minnesota
$350K
VF
540
Vawter Financial
Ohio
$348K -$7.69M -151,090 -96%
IF
541
Intrua Financial
Texas
$343K
RWM
542
Rialto Wealth Management
New York
$340K +$15.5K +305 +5%
FA
543
Fortis Advisors
Pennsylvania
$340K -$60.9K -1,196 -16%
FFG
544
First Financial Group
North Carolina
$340K
PCA
545
Prosperity Capital Advisors
Ohio
$340K -$2.65K -52 -0.8%
BWM
546
BCO Wealth Management
New Mexico
$338K -$1.07K -21 -0.3%
MCM
547
Mitchell Capital Management
Kansas
$334K
PP
548
PrairieView Partners
Minnesota
$328K
LFAS
549
Level Four Advisory Services
Texas
$327K -$357 -7 -0.1%
CFO
550
Collective Family Office
Pennsylvania
$327K