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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
SilverOak Wealth Management
Minnesota
$256K
UB
677
UMB Bank
Missouri
$255K +$134K +2,108 +106%
DWM
678
Drive Wealth Management
Utah
$255K +$127 +2 +0%
MAG
679
Mokosak Advisory Group
Iowa
$253K +$889 +14 +0.3%
SWP
680
Sagespring Wealth Partners
Tennessee
$252K +$508 +8 +0.2%
PS
681
Principal Securities
Iowa
$252K +$3.81K +60 +2%
CWM
682
Core Wealth Management
Florida
$251K
WA
683
Winter & Associates
Minnesota
$251K -$52.8K -831 -17%
HA
684
Heffernan Advisory
Arizona
$251K +$762 +12 +0.3%
CA
685
CGN Advisors
Kansas
$251K -$60.2K -948 -19%
PP
686
Pacifica Partners
Canada
$250K
DOA
687
D'Orazio & Associates
Virginia
$249K
RF
688
Robinswood Financial
Washington
$248K +$254 +4 +0.1%
TWCA
689
Two West Capital Advisors
Kansas
$247K +$238K +3,742 New
NRW
690
Nova R Wealth
Kansas
$247K +$826 +13 +0.3%
BCM
691
Brookstone Capital Management
Illinois
$247K +$17.7K +279 +8%
GPW
692
Gentry Private Wealth
Kansas
$244K -$9.53K -150 -4%
GA
693
GoalVest Advisory
New York
$244K -$9.53K -150 -4%
GWM
694
GDS Wealth Management
Texas
$242K
WAP
695
Wealthcare Advisory Partners
Pennsylvania
$241K -$929K -14,625 -79%
NL
696
NWAM LLC
Washington
$239K +$243K +3,828 New
Franklin Resources
697
Franklin Resources
California
$238K +$826 +13 +0.3%
HIIFS
698
Harel Insurance Investments & Financial Services
Israel
$237K
MWA
699
Midland Wealth Advisors
Illinois
$233K -$64.7K -1,018 -21%
PAG
700
Private Advisory Group
Washington
$233K +$237K +3,734 New