We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
676
Vident Advisory
Georgia
$300K
EIG
677
Ellenbecker Investment Group
Wisconsin
$300K -$19.2K -288 -6%
NP
678
NorthRock Partners
Minnesota
$299K -$64.2K -961 -18%
KA
679
Kovack Advisors
Florida
$298K +$601 +9 +0.2%
KFI
680
Key Financial Inc
Pennsylvania
$294K
WTA
681
Washington Trust Advisors
Massachusetts
$290K +$735 +11 +0.3%
CGA
682
Crescent Grove Advisors
Illinois
$290K
FFM
683
Flagstone Financial Management
Nebraska
$287K
SWM
684
SilverOak Wealth Management
Minnesota
$286K
WIA
685
World Investment Advisors
California
$286K
DWM
686
Drive Wealth Management
Utah
$286K +$67 +1 +0%
MAG
687
Mokosak Advisory Group
Iowa
$284K +$869 +13 +0.3%
IP
688
Indivisible Partners
Florida
$283K +$271K +4,054 New
HA
689
Heffernan Advisory
Arizona
$282K +$735 +11 +0.3%
CA
690
CGN Advisors
Kansas
$281K +$535 +8 +0.2%
CWM
691
Core Wealth Management
Florida
$281K
PFG
692
Pinnacle Financial Group
Illinois
$281K +$269K +4,021 New
Envestnet Portfolio Solutions
693
Envestnet Portfolio Solutions
Illinois
$280K +$268K +4,004 New
DOA
694
D'Orazio & Associates
Virginia
$278K
RF
695
Robinswood Financial
Washington
$278K +$267 +4 +0.1%
SWP
696
Sagespring Wealth Partners
Tennessee
$277K -$4.41K -66 -2%
NRW
697
Nova R Wealth
Kansas
$277K +$936 +14 +0.4%
PP
698
Pacifica Partners
Canada
$275K
TI
699
Trexquant Investment
Connecticut
$274K +$262K +3,921 New
GPW
700
Gentry Private Wealth
Kansas
$273K