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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
651
Coppell Advisory Solutions
Texas
$131K -$3.15K -55 -2%
M
652
MOTCO
Texas
$131K
HI
653
Harbour Investments
Wisconsin
$129K
UB
654
UMB Bank
Missouri
$125K
IRC
655
Investors Research Corp
Georgia
$125K
GWS
656
Glassman Wealth Services
Virginia
$114K
MFA
657
McClarren Financial Advisors
Pennsylvania
$108K -$3.43K -60 -3%
CIR
658
Clear Investment Research
Georgia
$103K -$3.78K -66 -3%
CTC
659
Central Trust Company
Missouri
$99.2K
WTFG
660
Wood Tarver Financial Group
Idaho
$94K +$97.7K +1,707 New
HIIFS
661
Harel Insurance Investments & Financial Services
Israel
$92K +$46.3K +810 +95%
GRP
662
Global Retirement Partners
California
$85.9K +$3.09K +54 +4%
TCA
663
Trifecta Capital Advisors
Illinois
$84.2K
CFO
664
CVA Family Office
Colorado
$83.2K
OLVIG
665
Oliver Lagore Vanvalin Investment Group
Michigan
$81.2K +$50.8K +888 +156%
CMP
666
Coston McIsaac & Partners
Maine
$80K +$286 +5 +0.3%
WT
667
Whittier Trust
California
$73.9K -$648K -11,328 -90%
MSWA
668
Marshall & Sterling Wealth Advisors
New York
$68.6K +$70.5K +1,233 New
BA
669
Bellwether Advisors
Nebraska
$67.1K +$69K +1,206 New
FCG
670
Financial Connections Group
California
$65K
SL
671
Salomon & Ludwin
Virginia
$61.6K
HR
672
Howe & Rusling
New York
$61.3K
SS
673
Sunbelt Securities
Texas
$57.5K
FDCP
674
Foster Dykema Cabot & Partners
Massachusetts
$54.3K
CFS
675
CGC Financial Services
Oregon
$52.4K