We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
551
Harbour Investments
Wisconsin
$111K -$5.24K -112 -5%
CFFP
552
Center for Financial Planning
Michigan
$110K – – –
CWP
553
Concord Wealth Partners
Virginia
$108K -$24.3K -520 -20%
GWS
554
Glassman Wealth Services
Virginia
$107K – – –
MFA
555
McClarren Financial Advisors
Pennsylvania
$97K +$374 +8 +0.4%
MAWCM
556
Mine & Arao Wealth Creation & Management
California
$86.6K – – –
RDFA
557
Ritter Daniher Financial Advisory
Ohio
$79.4K – – –
TCA
558
Trifecta Capital Advisors
Illinois
$79.1K +$52.2K +1,116 +282%
SL
559
Salomon & Ludwin
Virginia
$78.6K – – –
CMP
560
Coston McIsaac & Partners
Maine
$74K +$281 +6 +0.4%
IFS
561
Intelligent Financial Strategies
Minnesota
$72K -$20.7K -443 -24%
PCA
562
Providence Capital Advisors
North Carolina
$69.5K -$14.7K -314 -19%
CTC
563
Central Trust Company
Missouri
$68.1K – – –
FCG
564
Financial Connections Group
California
$63K -$6.12K -131 -10%
SS
565
Sunbelt Securities
Texas
$54.2K – – –
CT
566
Colonial Trust
South Carolina
$52.3K – – –
TWM
567
Tradition Wealth Management
Minnesota
$50K +$187 +4 +0.4%
CFS
568
CGC Financial Services
Oregon
$49.3K – – –
SN
569
Sittner & Nelson
Oregon
$49.1K – – –
VNA
570
Valley National Advisers
Pennsylvania
$43K – – –
OLVIG
571
Oliver Lagore Vanvalin Investment Group
Michigan
$39.7K +$8.88K +190 +33%
AWM
572
Angeles Wealth Management
California
$38.6K – – –
TC
573
Truvestments Capital
Florida
$37.6K -$13.5K -288 -29%
SC
574
Steph & Co
Wisconsin
$37.2K – – –
MWM
575
Mascoma Wealth Management
New Hampshire
$35.3K – – –
21 22
23
24 25