We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$30.2M +$607K +10,604 +2%
TFM
52
TFC Financial Management
Massachusetts
$29.9M -$181K -3,164 -0.6%
EFP
53
EnRich Financial Partners
Wisconsin
$28.5M -$243K -4,245 -0.8%
TWA
54
TCI Wealth Advisors
Arizona
$27.8M -$443K -7,742 -2%
BHWM
55
Beaird Harris Wealth Management
Texas
$27.8M -$365K -6,375 -1%
EFA
56
Efficient Frontier Advisors
Connecticut
$27.7M -$300K -5,238 -1%
CL
57
Choreo LLC
Illinois
$27.3M -$748K -13,082 -3%
W
58
WPWealth
Texas
$27.1M +$1.22M +21,381 +5%
KAM
59
Kraft Asset Management
Tennessee
$26.6M -$351K -6,142 -1%
FG
60
Foster Group
Iowa
$26M -$2.26M -39,557 -8%
JP Morgan Chase
61
JP Morgan Chase
New York
$25.7M +$11.5M +201,747 +78%
FCAS
62
First Command Advisory Services
Texas
$25.4M +$2.2M +38,410 +9%
WG
63
Watchman Group
Texas
$25.1M -$488K -8,538 -2%
PCI
64
Planning Center Inc
Illinois
$24.8M -$413K -7,210 -2%
MWM
65
Meritas Wealth Management
California
$24.8M -$985K -17,211 -4%
SIMC
66
Squire Investment Management Company
Utah
$24.6M -$77.6K -1,356 -0.3%
MFWP
67
Mosaic Family Wealth Partners
Missouri
$23.9M +$1.03M +18,069 +4%
UBS Group
68
UBS Group
Switzerland
$23.5M -$1.17M -20,399 -5%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$23.5M +$1.55M +27,072 +7%
PWM
70
PBMares Wealth Management
Virginia
$23.5M +$351K +6,133 +1%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$23.2M +$1.25M +21,916 +6%
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$23.1M -$479K -8,373 -2%
THL
73
Tillman Hartley LLC
Colorado
$22.4M -$80.1K -1,400 -0.3%
FH
74
Financial Harvest
Florida
$22.2M +$22.8M +398,953 New
Financial Engines Advisors
75
Financial Engines Advisors
California
$22.2M +$7M +122,341 +44%