We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
51
TFC Financial Management
Massachusetts
$25.1M -$3.8M -80,102 -13%
KAM
52
Kraft Asset Management
Tennessee
$24.9M -$456K -9,608 -2%
FG
53
Foster Group
Iowa
$24.5M -$430K -9,055 -2%
AF
54
Allworth Financial
California
$24M +$995K +20,962 +4%
Cerity Partners
55
Cerity Partners
New York
$22.9M -$748K -15,746 -3%
AssetMark Inc
56
AssetMark Inc
California
$22.8M +$556K +11,711 +2%
WG
57
Watchman Group
Texas
$20.5M +$725K +15,276 +4%
Mariner
58
Mariner
Kansas
$20.5M +$1.67M +35,096 +8%
TWP
59
TFO Wealth Partners
Ohio
$20.4M
PCI
60
Planning Center Inc
Illinois
$20.1M +$24.9K +525 +0.1%
LFA
61
Lauterbach Financial Advisors
Texas
$19.7M +$3.42K +72 +0%
LFG
62
Larson Financial Group
Missouri
$17.7M +$441K +9,289 +2%
PWM
63
PBMares Wealth Management
Virginia
$17.5M +$320K +6,736 +2%
PFO
64
Pathstone Family Office
New Jersey
$17.4M +$803K +16,915 +5%
DWM
65
Dopkins Wealth Management
New York
$17.3M +$2.57M +54,030 +17%
Osaic Holdings
66
Osaic Holdings
Arizona
$17M +$1.05M +22,026 +6%
GWWM
67
Great Waters Wealth Management
Minnesota
$16.9M +$2.43M +51,095 +16%
QFA
68
Quantum Financial Advisors
California
$16.3M +$360K +7,589 +2%
THL
69
Tillman Hartley LLC
Colorado
$16.2M -$104K -2,200 -0.6%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$16.2M +$1.32M +27,892 +9%
MFWP
71
Mosaic Family Wealth Partners
Missouri
$16.1M +$1.17M +24,643 +8%
W
72
WPWealth
Texas
$15.5M +$3.03M +63,714 +23%
PFM
73
Phillips Financial Management
Indiana
$15.5M +$1.31M +27,569 +9%
CPA
74
Cardiff Park Advisors
California
$15.4M +$139K +2,918 +0.9%
MG
75
Mather Group
Illinois
$14.6M +$1.52M +32,064 +11%