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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
576
Triad Wealth Partners
Kansas
$508K -$70.7K -1,058 -13%
SCP
577
Stevens Capital Partners
Nebraska
$507K -$40.2K -602 -8%
WCP
578
Wick Capital Partners
Pennsylvania
$501K
DFC
579
DBK Financial Counsel
Ohio
$500K
MW
580
Merited Wealth
Florida
$489K -$19.7K -295 -4%
HHGA
581
Halbert Hargrove Global Advisors
California
$489K +$468K +7,000 New
LF
582
Lee Financial
Texas
$487K +$466K +6,969 New
MYIA
583
Mount Yale Investment Advisors
Colorado
$486K +$464K +6,947 New
VAS
584
Vestmark Advisory Solutions
Massachusetts
$486K +$464K +6,947 New
BFA
585
Benningfield Financial Advisors
California
$485K
SA
586
Stolz & Associates
Washington
$482K
PI
587
Parkside Investments
Illinois
$481K
OC
588
Oakworth Capital
Alabama
$475K
Bank of New York Mellon
589
Bank of New York Mellon
New York
$475K +$66.9K +1,001 +17%
RP
590
Rowlandmiller & Partners
Georgia
$472K
LCAM
591
London & Capital Asset Management
United Kingdom
$471K -$27.5K -411 -6%
BB
592
Busey Bank
Illinois
$468K +$17K +254 +4%
MPAM
593
Murphy Pohlad Asset Management
Minnesota
$468K
PFS
594
Prospera Financial Services
Texas
$467K
WDL
595
Well Done LLC
Michigan
$463K
GWA
596
Geometric Wealth Advisors
District of Columbia
$456K
FA
597
Fortis Advisors
Pennsylvania
$448K +$1.4K +21 +0.3%
D.E. Shaw & Co
598
D.E. Shaw & Co
New York
$446K +$426K +6,377 New
MCM
599
Mitchell Capital Management
Kansas
$445K -$7.95K -119 -2%
Brown Advisory
600
Brown Advisory
Maryland
$441K -$63.8K -955 -13%