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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
551
Center for Financial Planning
Michigan
$114K
GWS
552
Glassman Wealth Services
Virginia
$112K
SL
553
Salomon & Ludwin
Virginia
$93.7K
MAWCM
554
Mine & Arao Wealth Creation & Management
California
$90.1K
TCA
555
Trifecta Capital Advisors
Illinois
$82.3K
BOC
556
Bull Oak Capital
California
$81.4K -$71K -1,379 -48%
GRP
557
Global Retirement Partners
California
$80K -$42.2K -820 -36%
RDFA
558
Ritter Daniher Financial Advisory
Ohio
$79.8K -$2.57K -50 -3%
CMP
559
Coston McIsaac & Partners
Maine
$77K +$154 +3 +0.2%
PCA
560
Providence Capital Advisors
North Carolina
$72.3K
CTC
561
Central Trust Company
Missouri
$70.8K
FCG
562
Financial Connections Group
California
$65K -$1.49K -29 -2%
SS
563
Sunbelt Securities
Texas
$56.4K
CFB
564
Cullen/Frost Bankers
Texas
$54.8K +$51.8K +1,006 New
CT
565
Colonial Trust
South Carolina
$54.4K
FDCP
566
Foster Dykema Cabot & Partners
Massachusetts
$53.1K +$50.2K +976 New
First Manhattan
567
First Manhattan
New York
$52.5K +$49.6K +963 New
CFS
568
CGC Financial Services
Oregon
$51.3K
SN
569
Sittner & Nelson
Oregon
$51.1K
IFS
570
Intelligent Financial Strategies
Minnesota
$48.8K -$24.7K -480 -35%
VNA
571
Valley National Advisers
Pennsylvania
$45K
ACA
572
American Capital Advisory
Idaho
$41.6K -$64.9K -1,261 -57%
TC
573
Truvestments Capital
Florida
$39.1K +$51 +1 +0.1%
SC
574
Steph & Co
Wisconsin
$38.7K
MWM
575
Mascoma Wealth Management
New Hampshire
$36.7K