We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSG
551
Helen Stephens Group
Texas
$218K +$3.35K +62 +2%
MAG
552
Mokosak Advisory Group
Iowa
$217K -$5.62K -104 -3%
FA
553
FF Advisors
California
$217K
NRW
554
Nova R Wealth
Kansas
$215K +$209K +3,858 New
FA
555
Fiduciary Alliance
South Carolina
$213K +$207K +3,835 New
ATC
556
Argent Trust Co
Tennessee
$212K +$206K +3,808 New
CWM
557
Core Wealth Management
Florida
$209K
Franklin Resources
558
Franklin Resources
California
$209K +$757 +14 +0.4%
RJT
559
Raymond James Trust
Florida
$208K +$203K +3,747 New
UWM
560
USAdvisors Wealth Management
Minnesota
$208K +$203K +3,762 New
CWS
561
Cypress Wealth Services
California
$205K -$42.2K -781 -18%
CFGS
562
Concourse Financial Group Securities
Alabama
$204K
IF
563
Ironwood Financial
Arizona
$203K -$62.1K -1,148 -24%
FFA
564
Frazier Financial Advisors
Ohio
$200K
PGAM
565
Princeton Global Asset Management
New Jersey
$198K
William Blair & Company
566
William Blair & Company
Illinois
$196K +$2.06K +38 +1%
RWM
567
Raffa Wealth Management
District of Columbia
$191K
ACA
568
Atlas Capital Advisors
Wyoming
$183K
CMBA
569
C.M. Bidwell & Associates
Hawaii
$177K
RTL
570
Red Tortoise LLC
Georgia
$177K
RIL
571
Rothschild Investment LLC
Illinois
$174K
NP
572
NorthRock Partners
Minnesota
$167K -$102K -1,889 -39%
SAM
573
S.A. Mason
Michigan
$157K
National Bank of Canada
574
National Bank of Canada
Quebec, Canada
$157K
CIAS
575
Capital Investment Advisory Services
North Carolina
$153K -$33.8K -626 -19%