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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
701
Pineridge Advisors
Missouri
$10.7K
IWP
702
IAG Wealth Partners
Wisconsin
$10.5K
EWM
703
Evermay Wealth Management
Virginia
$9.46K
OC
704
Oarsman Capital
Wisconsin
$7.46K
WWP
705
WR Wealth Planners
Missouri
$6.36K
QC
706
Quent Capital
New York
$6.29K
CSC
707
Caldwell Sutter Capital
California
$6.23K
CA
708
Continuum Advisory
Idaho
$5.68K
GFPC
709
Global Financial Private Client
Florida
$4.45K
WAS
710
Winch Advisory Services
Wisconsin
$2.4K +$2.46K +43 New
PWA
711
Physician Wealth Advisors
Utah
$2K +$2.06K +36 New
NRG
712
Nemes Rush Group
Michigan
$1.51K +$1.54K +27 New
SW
713
Simplicity Wealth
New Jersey
-$4.7M -84,476 Closed
Prudential Financial
714
Prudential Financial
New Jersey
-$2.46M -44,132 Closed
BOSSRA
715
B.O.S.S. Retirement Advisors
Utah
-$1.18M -21,298 Closed
FTDI
716
First Trust Direct Indexing
Massachusetts
-$882K -15,846 Closed
Susquehanna International Group
717
Susquehanna International Group
Pennsylvania
-$702K -12,622 Closed
JSW
718
Journey Strategic Wealth
New Jersey
-$468K -8,421 Closed
D.E. Shaw & Co
719
D.E. Shaw & Co
New York
-$366K -6,588 Closed
CSPIA
720
Cary Street Partners Investment Advisory
Virginia
-$319K -5,730 Closed
HH
721
Hilltop Holdings
Texas
-$291K -5,229 Closed
CIA
722
Cladis Investment Advisory
Montana
-$227K -4,079 Closed
SWP
723
Summit Wealth Partners
Florida
-$221K -3,966 Closed
FA
724
Financial Alternatives
California
-$219K -3,944 Closed
ATC
725
Argent Trust Co
Tennessee
-$212K -3,808 Closed