We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EIG
601
Ellenbecker Investment Group
Wisconsin
$266K +$513 +9 +0.2%
TSS
602
Two Sigma Securities
New York
$265K -$32.2K -565 -11%
KFI
603
Key Financial Inc
Pennsylvania
$264K – – –
DJSG
604
D.J. St. Germain
Massachusetts
$261K – – –
AI
605
Accredited Investors
Minnesota
$260K -$44.1K -775 -15%
SCM
606
SCS Capital Management
Massachusetts
$259K – – –
DWM
607
Destination Wealth Management
California
$258K -$161K -2,833 -39%
BB
608
Busey Bank
Illinois
$257K – – –
NC
609
North Capital
Utah
$256K +$1.25K +22 +0.5%
APC
610
Asset Planning Corporation
Tennessee
$254K +$248K +4,362 New
WWM
611
Woodside Wealth Management
Massachusetts
$251K – – –
PS
612
Principal Securities
Iowa
$250K -$75.9K -1,333 -24%
GM
613
GeoWealth Management
Illinois
$250K – – –
VA
614
Vident Advisory
Georgia
$250K – – –
WTA
615
Washington Trust Advisors
Massachusetts
$247K +$241K +4,236 New
CSIC
616
Clifford Swan Investment Counsel
California
$245K – – –
RMDI
617
R.M. Davis Inc
Maine
$243K +$238K +4,176 New
FFM
618
Flagstone Financial Management
Nebraska
$239K – – –
SWM
619
SilverOak Wealth Management
Minnesota
$238K – – –
DWM
620
Drive Wealth Management
Utah
$237K -$1.94K -34 -0.8%
GWM
621
GDS Wealth Management
Texas
$237K -$1.08K -19 -0.5%
GPW
622
Gentry Private Wealth
Kansas
$236K – – –
CWM
623
Core Wealth Management
Florida
$234K -$4.16K -73 -2%
MAG
624
Mokosak Advisory Group
Iowa
$234K +$1.08K +19 +0.5%
PP
625
Pacifica Partners
Canada
$233K – – –
23 24
25
26 27