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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
51
Lauterbach Financial Advisors
Texas
$19.1M -$8.9K -192 -0%
PCI
52
Planning Center Inc
Illinois
$18.1M +$538K +11,599 +3%
QFA
53
Quantum Financial Advisors
California
$16.7M +$332K +7,157 +2%
PWM
54
PBMares Wealth Management
Virginia
$16.7M +$97.8K +2,110 +0.6%
Mariner
55
Mariner
Kansas
$16.5M +$1.28M +27,589 +8%
PFO
56
Pathstone Family Office
New Jersey
$16.2M -$103K -2,219 -0.6%
LFG
57
Larson Financial Group
Missouri
$15.5M +$1.29M +27,782 +9%
THL
58
Tillman Hartley LLC
Colorado
$15.5M +$644K +13,889 +4%
Osaic Holdings
59
Osaic Holdings
Arizona
$15.3M +$86K +1,855 +0.5%
LW
60
Libra Wealth
California
$15.1M -$272K -5,863 -2%
AP
61
Adero Partners
California
$14.7M -$349K -7,528 -2%
RRC
62
Relaxing Retirement Coach
Massachusetts
$14.6M +$933K +20,127 +7%
DWM
63
Dopkins Wealth Management
New York
$14.5M -$102K -2,205 -0.7%
DEM
64
Disciplined Equity Management
Florida
$14.4M -$327K -7,047 -2%
WG
65
Watchman Group
Texas
$13.8M +$1.04M +22,352 +8%
MFWP
66
Mosaic Family Wealth Partners
Missouri
$13.8M +$9.67M +208,661 +205%
CPA
67
Cardiff Park Advisors
California
$13.6M +$428K +9,227 +3%
RJA
68
Raymond James & Associates
Florida
$13.4M +$524K +11,291 +4%
SFG
69
Steward Financial Group
Texas
$13.2M +$951K +20,517 +7%
RLWM
70
RF&L Wealth Management
Massachusetts
$13.1M +$35.3K +761 +0.3%
NEPWA
71
New England Private Wealth Advisors
Massachusetts
$12.7M +$4.19M +90,385 +46%
TFP
72
Triune Financial Partners
Kansas
$12.7M +$368K +7,933 +3%
GWWM
73
Great Waters Wealth Management
Minnesota
$12.5M +$1.73M +37,349 +15%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$12.4M +$4.05M +87,445 +46%
RCI
75
RS Crum Inc
California
$12.4M +$7.51M +162,038 +140%