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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWM
626
USAdvisors Wealth Management
Minnesota
$209K +$458 +8 +0.2%
Franklin Resources
627
Franklin Resources
California
$208K +$744 +13 +0.3%
FA
628
Fiduciary Alliance
South Carolina
$208K -$5.72K -100 -3%
BW
629
BIP Wealth
Georgia
$205K +$211K +3,687 New
CWS
630
Cypress Wealth Services
California
$205K +$286 +5 +0.1%
IF
631
Ironwood Financial
Arizona
$203K
William Blair & Company
632
William Blair & Company
Illinois
$201K +$5.04K +88 +2%
WFA
633
WestHill Financial Advisors
California
$201K +$206K +3,607 New
CT
634
Caldwell Trust
Florida
$201K +$206K +3,606 New
RWM
635
Raffa Wealth Management
District of Columbia
$198K +$7.27K +127 +4%
IWA
636
Icon Wealth Advisors
Texas
$190K +$195K +3,408 New
ACA
637
Atlas Capital Advisors
Wyoming
$183K
TIM
638
Tortoise Investment Management
New York
$182K -$69.8K -1,220 -27%
CIAS
639
Capital Investment Advisory Services
North Carolina
$181K +$28.8K +503 +18%
CMBA
640
C.M. Bidwell & Associates
Hawaii
$177K
RTL
641
Red Tortoise LLC
Georgia
$177K
RIL
642
Rothschild Investment LLC
Illinois
$174K
PGAM
643
Princeton Global Asset Management
New Jersey
$159K -$40K -700 -20%
SAM
644
S.A. Mason
Michigan
$157K
National Bank of Canada
645
National Bank of Canada
Quebec, Canada
$157K
AWM
646
Angeles Wealth Management
California
$152K
CFFP
647
Center for Financial Planning
Michigan
$148K +$32.4K +567 +27%
NP
648
NorthRock Partners
Minnesota
$147K -$21.1K -369 -12%
PCMC
649
Private Capital Management (Colorado)
Colorado
$140K +$16.6K +290 +13%
T
650
Transce3nd
Texas
$131K +$133K +2,319 New