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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
576
Keener Financial Planning
Texas
$307K
FWS
577
FinDec Wealth Services
California
$306K -$73.9K -1,298 -20%
VT
578
Vise Technologies
New York
$306K +$299K +5,258 New
SI
579
Stephens Inc
Arkansas
$304K
TCM
580
Towneley Capital Management
California
$304K +$1.42K +25 +0.5%
MSF
581
Mustard Seed Financial
Arkansas
$303K
PC
582
Peavine Capital
Nevada
$302K
PFP
583
Paragon Financial Partners
California
$296K
BIG
584
Brookwood Investment Group
Arizona
$295K +$11.4K +200 +4%
CA
585
CGN Advisors
Kansas
$295K
LW
586
Linscomb Wealth
Texas
$292K
William Blair & Company
587
William Blair & Company
Illinois
$290K +$8.09K +142 +3%
AIP
588
Ameritas Investment Partners
Nebraska
$290K +$1.31K +23 +0.5%
VPP
589
Vertex Planning Partners
Illinois
$288K +$19.9K +349 +8%
VA
590
VestGen Advisors
Illinois
$288K +$281K +4,942 New
CWR
591
Chico Wealth RIA
California
$287K
CPA
592
Cathy Pareto & Associates
Florida
$283K +$1.31K +23 +0.5%
DI
593
Disciplined Investors
Texas
$281K -$19.8K -348 -7%
BBHC
594
Brown Brothers Harriman & Co
New York
$280K
IWM
595
IHT Wealth Management
Illinois
$276K +$1.2K +21 +0.4%
CCA
596
Clarity Capital Advisors
Florida
$273K
GFP
597
Gryphon Financial Partners
Ohio
$273K
CIA
598
Concurrent Investment Advisors
Florida
$270K +$740 +13 +0.3%
SWP
599
Significant Wealth Partners
Illinois
$268K
FA
600
Fiduciary Alliance
South Carolina
$267K -$42.3K -742 -14%