We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
51
Monograph Wealth Advisors
California
$15.5M -$1.39M -29,890 -8%
CPA
52
Cardiff Park Advisors
California
$15.2M -$310K -6,656 -2%
DEM
53
Disciplined Equity Management
Florida
$15.2M -$183K -3,922 -1%
LW
54
Libra Wealth
California
$15.1M +$928K +19,928 +7%
DWM
55
Dopkins Wealth Management
New York
$14.4M -$13.9K -299 -0.1%
TFP
56
Triune Financial Partners
Kansas
$12.6M -$28K -601 -0.2%
SFG
57
Steward Financial Group
Texas
$12.4M +$857K +18,404 +7%
RJA
58
Raymond James & Associates
Florida
$12.3M +$6.34M +136,235 +106%
LFG
59
Larson Financial Group
Missouri
$12.2M +$1.3M +27,890 +12%
NEPWA
60
New England Private Wealth Advisors
Massachusetts
$12.1M +$2.43M +52,199 +25%
ALWM
61
Andrews Lucia Wealth Management
California
$11.7M
RRC
62
Relaxing Retirement Coach
Massachusetts
$11.5M +$1.94M +41,577 +20%
PFA
63
Pure Financial Advisors
California
$11.2M +$2.47M +53,134 +28%
BWA
64
BlueSky Wealth Advisors
North Carolina
$11M +$406K +8,729 +4%
MWM
65
Mattern Wealth Management
Kansas
$10.9M +$7.23M +155,183 +198%
GCM
66
G2 Capital Management
Ohio
$10.3M +$211K +4,528 +2%
CWA
67
Consilio Wealth Advisors
Washington
$10.3M +$9.6M +206,155 +1,450%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$10.2M +$282K +6,062 +3%
AF
69
Advisornet Financial
Minnesota
$10.1M +$5.02M +107,834 +99%
SP
70
Symmetry Partners
Connecticut
$9.69M +$1.91M +40,925 +24%
SWA
71
ShankerValleau Wealth Advisors
Illinois
$9.67M -$180K -3,875 -2%
WG
72
Watchman Group
Texas
$9.62M +$3.69M +79,287 +62%
AAM
73
Austin Asset Management
Texas
$9.61M -$163K -3,502 -2%
AIS
74
American Investment Services
Massachusetts
$9.07M -$342K -7,353 -4%
CAG
75
Compass Advisory Group
New York
$8.96M +$443K +9,507 +5%