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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
651
Brown Brothers Harriman & Co
New York
$298K -$2.98K -47 -1%
CCA
652
Clarity Capital Advisors
Florida
$293K
LWM
653
LongView Wealth Management
Georgia
$293K -$610K -9,600 -68%
GFP
654
Gryphon Financial Partners
Ohio
$293K
TVPW
655
Third View Private Wealth
Connecticut
$290K
Fisher Asset Management
656
Fisher Asset Management
Washington
$290K +$78.8K +1,240 +37%
SWP
657
Significant Wealth Partners
Illinois
$288K
WIA
658
World Investment Advisors
California
$286K +$291K +4,576 New
EIG
659
Ellenbecker Investment Group
Wisconsin
$286K +$254 +4 +0.1%
SCM
660
SCS Capital Management
Massachusetts
$278K +$283K +4,457 New
NC
661
North Capital
Utah
$277K +$889 +14 +0.3%
DWM
662
Destination Wealth Management
California
$277K
WWM
663
Woodside Wealth Management
Massachusetts
$270K
AWP
664
Accretive Wealth Partners
New Jersey
$270K +$274K +4,316 New
KCP
665
Kera Capital Partners
California
$268K +$273K +4,298 New
GM
666
GeoWealth Management
Illinois
$268K
VA
667
Vident Advisory
Georgia
$268K
KA
668
Kovack Advisors
Florida
$267K +$22.9K +361 +9%
KFI
669
Key Financial Inc
Pennsylvania
$262K -$20.4K -321 -7%
OIM
670
Oder Investment Management
California
$262K +$31.1K +489 +13%
CGA
671
Crescent Grove Advisors
Illinois
$259K +$263K +4,144 New
WTA
672
Washington Trust Advisors
Massachusetts
$258K -$7.05K -111 -3%
FA
673
FF Advisors
California
$258K
FFM
674
Flagstone Financial Management
Nebraska
$257K
CA
675
Cortland Associates
Missouri
$256K -$49.5K -780 -16%