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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OA
776
Operose Advisors
Wisconsin
$190K
PGAM
777
Princeton Global Asset Management
New Jersey
$175K
FFG
778
Forum Finance Group
$173K
BF
779
Brooklyn FI
New York
$173K +$164K +2,449 New
M
780
MOTCO
Texas
$164K
AWM
781
Abound Wealth Management
Tennessee
$161K -$22.7K -339 -13%
IRC
782
Investors Research Corp
Georgia
$156K
CA
783
Clearstead Advisors
Ohio
$153K -$21.2K -317 -13%
CSPIA
784
Cary Street Partners Investment Advisory
Virginia
$149K +$41.6K +622 +41%
CMBA
785
C.M. Bidwell & Associates
Hawaii
$148K
BNA
786
BankChampaign National Association
Illinois
$144K
GWS
787
Glassman Wealth Services
Virginia
$144K
HR
788
Howe & Rusling
New York
$143K +$63.2K +946 +86%
SAM
789
S.A. Mason
Michigan
$142K
CIAS
790
Capital Investment Advisory Services
North Carolina
$135K -$26.6K -398 -17%
HFS
791
Hantz Financial Services
Michigan
$101K +$31.1K +466 +48%
CMP
792
Coston McIsaac & Partners
Maine
$97K
UBS AM
793
UBS AM
Illinois
$96.7K
KFAS
794
Keating Financial Advisory Services
Kansas
$93.5K
PCA
795
Providence Capital Advisors
North Carolina
$92.9K
WT
796
Whittier Trust
California
$92.7K
AFG
797
Albion Financial Group
Utah
$90.9K
CFFP
798
Center for Financial Planning
Michigan
$90.9K
JWM
799
JPL Wealth Management
Colorado
$88.9K
RWS
800
Retirement Wealth Solutions
Wisconsin
$86.5K