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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Sequoia Financial Advisors
Ohio
$15.9M +$1.03M +23,560 +6%
MWA
52
Monograph Wealth Advisors
California
$15.2M +$1.89M +43,036 +13%
PWM
53
PBMares Wealth Management
Virginia
$15.1M +$16.5M +375,888 New
PFO
54
Pathstone Family Office
New Jersey
$14.1M +$15.4M +350,772 New
AP
55
Adero Partners
California
$14M -$513K -11,690 -3%
DEM
56
Disciplined Equity Management
Florida
$13.5M +$368K +8,382 +3%
DWM
57
Dopkins Wealth Management
New York
$12.5M +$93.3K +2,127 +0.7%
LPL Financial
58
LPL Financial
California
$12.5M +$13.6M +309,608 New
CPA
59
Cardiff Park Advisors
California
$12.4M -$841K -19,166 -6%
NEPWA
60
New England Private Wealth Advisors
Massachusetts
$12.1M -$1.05K -24 -0%
MAM
61
McLean Asset Management
Virginia
$11.8M +$13M +295,422 New
LW
62
Libra Wealth
California
$11.6M -$1.57M -35,858 -11%
ALWM
63
Andrews Lucia Wealth Management
California
$11.4M -$53.2K -1,213 -0.5%
TFP
64
Triune Financial Partners
Kansas
$11M +$109K +2,486 +0.9%
RRC
65
Relaxing Retirement Coach
Massachusetts
$11M +$1.07M +24,495 +10%
MFT
66
Moisand Fitzgerald Tamayo
Florida
$10.8M +$5.27M +120,235 +81%
LFG
67
Larson Financial Group
Missouri
$10.8M +$308K +7,028 +3%
SFG
68
Steward Financial Group
Texas
$10.6M -$52.6K -1,200 -0.5%
Mariner
69
Mariner
Kansas
$10.4M +$4.71M +107,442 +71%
BWA
70
BlueSky Wealth Advisors
North Carolina
$10.3M +$891K +20,320 +9%
WG
71
Watchman Group
Texas
$10M +$1.86M +42,335 +21%
RJA
72
Raymond James & Associates
Florida
$9.84M -$869K -19,808 -7%
CWA
73
Consilio Wealth Advisors
Washington
$9.36M +$543K +12,384 +6%
CWA
74
Choice Wealth Advisors
Maine
$9.36M +$10.2M +232,760 New
GCM
75
G2 Capital Management
Ohio
$9.06M +$196K +4,479 +2%