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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
701
Pineridge Advisors
Missouri
$9.94K +$55 +1 +0.5%
IWP
702
IAG Wealth Partners
Wisconsin
$9.73K
FPF
703
First Pacific Financial
Washington
$9.32K +$9.96K +181 New
Russell Investments Group
704
Russell Investments Group
United Kingdom
$9.27K +$9.9K +180 New
EWM
705
Evermay Wealth Management
Virginia
$8.75K
CSC
706
Caldwell Sutter Capital
California
$5.77K
CA
707
Continuum Advisory
Idaho
$5.25K
QC
708
Quent Capital
New York
$4.27K -$1.65K -30 -27%
GFPC
709
Global Financial Private Client
Florida
$4.12K
NEWAS
710
N.E.W. Advisory Services
Wisconsin
$3.19K +$3.41K +62 New
AFS
711
Anderson Financial Strategies
Ohio
$2.83K +$3.03K +55 New
WAS
712
Winch Advisory Services
Wisconsin
$2.23K
VWA
713
VSM Wealth Advisory
Maryland
$2.09K +$2.26K +41 New
PWA
714
Physician Wealth Advisors
Utah
$1.85K
CAWM
715
Capital A Wealth Management
Pennsylvania
$927 +$991 +18 New
EFP
716
Elser Financial Planning
Indiana
-$39.3M -706,144 Closed
FH
717
Financial Harvest
Florida
-$22.2M -398,953 Closed
RWA
718
Rooted Wealth Advisors
Illinois
-$3.13M -56,288 Closed
EP
719
Essential Planning
New Hampshire
-$611K -10,668 Closed
BBNB
720
Baker Boyer National Bank
Washington
-$406K -7,295 Closed
BPWM
721
Black Point Wealth Management
Florida
-$318K -5,720 Closed
KCM
722
KM Capital Management
Texas
-$294K -5,279 Closed
CWA
723
Cascade Wealth Advisors
Washington
-$284K -5,096 Closed
TI
724
tru Independence
Oregon
-$251K -4,503 Closed
HG
725
Harbor Group
New Hampshire
-$231K -4,147 Closed