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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
576
Linscomb Wealth
Texas
$279K
OC
577
Oakworth Capital
Alabama
$278K
AIP
578
Ameritas Investment Partners
Nebraska
$274K +$1.03K +18 +0.4%
FIA
579
Foundations Investment Advisors
Arizona
$272K -$8.87K -155 -3%
CPA
580
Cathy Pareto & Associates
Florida
$267K +$274K +4,797 New
PA
581
PFG Advisors
Arizona
$265K -$161K -2,822 -37%
EIG
582
Ellenbecker Investment Group
Wisconsin
$263K +$343 +6 +0.1%
CCA
583
Clarity Capital Advisors
Florida
$261K +$1.03K +18 +0.4%
GFP
584
Gryphon Financial Partners
Ohio
$261K -$75.5K -1,319 -22%
IWM
585
IHT Wealth Management
Illinois
$260K +$973 +17 +0.4%
PA
586
Procyon Advisors
Connecticut
$258K -$24.4K -426 -8%
SWM
587
SilverOak Wealth Management
Minnesota
$258K
SWP
588
Significant Wealth Partners
Illinois
$257K
CIA
589
Concurrent Investment Advisors
Florida
$256K +$515 +9 +0.2%
RI
590
Ridgewood Investments
New Jersey
$253K +$687 +12 +0.3%
KFI
591
Key Financial Inc
Pennsylvania
$252K
IA
592
IFP Advisors
Florida
$251K +$172 +3 +0.1%
TI
593
tru Independence
Oregon
$251K +$515 +9 +0.2%
DJSG
594
D.J. St. Germain
Massachusetts
$250K
Brown Advisory
595
Brown Advisory
Maryland
$249K
ECG
596
Edge Capital Group
Georgia
$248K
BB
597
Busey Bank
Illinois
$248K
CWR
598
Chico Wealth RIA
California
$243K
BAAM
599
Baker Avenue Asset Management
California
$236K +$57 +1 +0%
CSIC
600
Clifford Swan Investment Counsel
California
$234K