We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
701
Bartlett & Co Wealth Management
Ohio
$43.6K
IFS
702
Intelligent Financial Strategies
Minnesota
$42.4K
WP
703
WealthShield Partners
North Carolina
$41.4K
SC
704
Steph & Co
Wisconsin
$41.4K
FCG
705
Financial Connections Group
California
$39K -$28.5K -500 -42%
CIBC Private Wealth Group
706
CIBC Private Wealth Group
Georgia
$38.1K +$13.8K +243 +59%
MWM
707
Mascoma Wealth Management
New Hampshire
$33.5K
PA
708
Parallel Advisors
California
$31.5K
RF
709
Rossby Financial
Florida
$31.4K -$171 -3 -0.6%
TCM
710
Tradewinds Capital Management
Washington
$29.8K
SRCM
711
Signature Resources Capital Management
California
$29.5K
TCOT
712
Trust Company of Toledo
Ohio
$28.9K
RA
713
Rise Advisors
New York
$28.7K -$13.3M -233,655 -100%
CBT
714
CoreFirst Bank & Trust
Kansas
$25.8K +$25.2K +443 New
HWA
715
HHM Wealth Advisors
Tennessee
$23.1K +$22.6K +396 New
UCB
716
United Community Bank
South Carolina
$21.9K
CCMI
717
Creative Capital Management Investments
California
$20.7K +$20.3K +356 New
GCM
718
Gables Capital Management
Florida
$18.6K
SWIM
719
Smallwood Wealth Investment Management
New Jersey
$18K
SNB
720
Security National Bank
Nebraska
$17.2K +$16.8K +295 New
PA
721
Pineridge Advisors
Missouri
$11.3K +$57 +1 +0.5%
EWM
722
Evermay Wealth Management
Virginia
$9.9K
TC
723
Truvestments Capital
Florida
$9.45K -$14.9K -262 -62%
WIM
724
Westside Investment Management
California
$6.66K +$6.49K +114 New
CSC
725
Caldwell Sutter Capital
California
$6.52K