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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SN
676
Sittner & Nelson
Oregon
$52.3K
RDFA
677
Ritter Daniher Financial Advisory
Ohio
$46.3K
Qube Research & Technologies (QRT)
678
Qube Research & Technologies (QRT)
United Kingdom
$44.5K +$45.8K +800 New
BCWM
679
Bartlett & Co Wealth Management
Ohio
$41.7K
IFS
680
Intelligent Financial Strategies
Minnesota
$40.6K -$1.32K -23 -3%
ME
681
McIlrath & Eck
Washington
$39.8K +$57 +1 +0.1%
WP
682
WealthShield Partners
North Carolina
$39.6K
SC
683
Steph & Co
Wisconsin
$39.6K
GT
684
Glenmede Trust
Pennsylvania
$39.6K +$40.7K +711 New
MSWM
685
Mowery & Schoenfeld Wealth Management
Illinois
$35.8K -$212K -3,706 -85%
PA
686
Parallel Advisors
California
$33.6K +$3.6K +63 +12%
MWM
687
Mascoma Wealth Management
New Hampshire
$32K
IHWM
688
Iron Horse Wealth Management
Iowa
$31.9K
SFC
689
SYM Financial Corp
Indiana
$30.4K +$31.2K +546 New
TSMHT
690
Thurston Springer Miller Herd & Titak
Indiana
$30.2K
AP
691
Aspect Partners
Virginia
$28.9K +$17.9K +313 +152%
TCM
692
Tradewinds Capital Management
Washington
$28.5K +$29.3K +512 New
SRCM
693
Signature Resources Capital Management
California
$28.3K
TC
694
Truvestments Capital
Florida
$23.4K -$17.4K -304 -42%
BF
695
BOK Financial
Oklahoma
$23.4K
LOIP
696
Live Oak Investment Partners
Texas
$22.7K
LIS
697
Legacy Investment Solutions
Idaho
$22.3K -$22.4K -392 -50%
LWMI
698
Legacy Wealth Management (Idaho)
Idaho
$22.3K -$22.4K -392 -50%
AIC
699
Archer Investment Corporation
Indiana
$18.6K
CF
700
Conquis Financial
California
$11.1K +$11.4K +200 New