We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
526
Triad Wealth Partners
Kansas
$549K -$16.5K -283 -3%
SAM
527
Secure Asset Management
Michigan
$542K
CCWM
528
Correct Capital Wealth Management
Missouri
$538K
FOA
529
Five Oceans Advisors
California
$533K -$122K -2,093 -19%
WP
530
Westmount Partners
California
$528K
RFA
531
Rollins Financial Advisors
New York
$523K -$19.6K -336 -4%
GWM
532
Geneos Wealth Management
Colorado
$523K
EF
533
Exeter Financial
Arizona
$518K +$1.98K +34 +0.4%
HPA
534
High Probability Advisors
New York
$516K
LIA
535
LBMC Investment Advisors
Tennessee
$512K +$1.17K +20 +0.2%
M&T Bank
536
M&T Bank
New York
$508K +$47.4K +813 +11%
Brown Advisory
537
Brown Advisory
Maryland
$502K
KCM
538
Kathmere Capital Management
Pennsylvania
$501K
NG
539
NWK Group
California
$496K +$64K +1,097 +15%
LNWTC
540
Laird Norton Wetherby Trust Company
Washington
$495K +$485K +8,317 New
MGWA
541
Monument Group Wealth Advisors
Massachusetts
$495K -$9.1K -156 -2%
SHGA
542
Sand Hill Global Advisors
California
$484K -$30.6K -524 -6%
MW
543
Merited Wealth
Florida
$484K +$474K +8,123 New
MWM
544
Modern Wealth Management
Kansas
$474K
WPC
545
Wedmont Private Capital
Pennsylvania
$474K +$467 +8 +0.1%
WANY
546
Wealthspire Advisors (New York)
New York
$473K +$241K +4,126 +108%
CFG
547
Clayton Financial Group
Missouri
$473K
HI
548
Harbour Investments
Wisconsin
$473K +$238K +4,081 +106%
NSG
549
Nalls Sherbakoff Group
Tennessee
$466K -$47.5K -814 -9%
MMA
550
Miracle Mile Advisors
California
$459K