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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
626
Mokosak Advisory Group
Iowa
$216K +$917 +18 +0.5%
PP
627
Pacifica Partners
Canada
$215K -$11.4K -224 -5%
RF
628
Robinswood Financial
Washington
$214K +$102 +2 +0.1%
SWP
629
Sagespring Wealth Partners
Tennessee
$214K -$243K -4,766 -55%
WANY
630
Wealthspire Advisors (New York)
New York
$214K
PFA
631
Pettinga Financial Advisors
Indiana
$213K
NRW
632
Nova R Wealth
Kansas
$211K +$199K +3,902 New
FA
633
FF Advisors
California
$209K +$197K +3,868 New
OCM
634
One Capital Management
California
$207K +$196K +3,844 New
HIIFS
635
Harel Insurance Investments & Financial Services
Israel
$205K +$109K +2,140 +129%
SFC
636
Strategic Financial Concepts
Texas
$204K +$192K +3,775 New
Franklin Resources
637
Franklin Resources
California
$203K +$866 +17 +0.5%
FWM
638
FFT Wealth Management
Pennsylvania
$202K +$189K +3,709 New
UWM
639
USAdvisors Wealth Management
Minnesota
$200K +$189K +3,716 New
HC
640
Hurley Capital
New York
$198K -$142K -2,782 -43%
CT
641
Caldwell Trust
Florida
$195K
FFA
642
Frazier Financial Advisors
Ohio
$195K +$509 +10 +0.3%
IWA
643
Icon Wealth Advisors
Texas
$184K
ACA
644
Atlas Capital Advisors
Wyoming
$178K
RTL
645
Red Tortoise LLC
Georgia
$171K
HI
646
Harbour Investments
Wisconsin
$169K +$4.63K +91 +3%
RIL
647
Rothschild Investment LLC
Illinois
$169K
BCM
648
Basso Capital Management
Connecticut
$162K -$89.1K -1,750 -37%
AF
649
Advisornet Financial
Minnesota
$158K -$54.2K -1,064 -27%
CIAS
650
Capital Investment Advisory Services
North Carolina
$156K +$102 +2 +0.1%