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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
776
Creative Capital Management Investments
California
$21.2K
GCM
777
Gables Capital Management
Florida
$19K
SWIM
778
Smallwood Wealth Investment Management
New Jersey
$18.4K
PAI
779
Pittenger & Anderson Inc
Nebraska
$15.1K +$14.8K +253 New
EWM
780
Evermay Wealth Management
Virginia
$10.1K
TC
781
Truvestments Capital
Florida
$9.71K +$58 +1 +0.6%
1IA
782
1620 Investment Advisors
Massachusetts
$8.04K +$7.88K +135 New
CSPIA
783
Cary Street Partners Investment Advisory
Virginia
$7.08K +$6.94K +119 New
WAG
784
Wilkerson Advisory Group
Missouri
$6.92K +$6.77K +116 New
WIM
785
Westside Investment Management
California
$6.84K
TCOV
786
Trust Company of Vermont
Vermont
$3.39K
TC
787
Trust Company
Kansas
$2.62K +$2.57K +44 New
WAS
788
Winch Advisory Services
Wisconsin
$2.61K
PWA
789
Physician Wealth Advisors
Utah
$2.14K
AIC
790
Archer Investment Corporation
Indiana
$2.08K
NEWAS
791
N.E.W. Advisory Services
Wisconsin
$1.85K
Qube Research & Technologies (QRT)
792
Qube Research & Technologies (QRT)
United Kingdom
$1.19K +$1.17K +20 New
S
793
SignatureFD
Georgia
$60 -$93.8K -1,608 -100%
PWAM
794
Private Wealth Asset Management
Iowa
$60 -$58.8K -1,008 -100%
MSFS
795
Main Street Financial Solutions
Pennsylvania
-$2.2M -37,739 Closed
MPCL
796
My Personal CFO LLC
Washington
-$1.49M -25,679 Closed
PPWM
797
PFG Private Wealth Management
Florida
-$1.11M -19,137 Closed
BJL
798
Brighton Jones LLC
Washington
-$595K -10,221 Closed
PCA
799
Prosperity Capital Advisors
Ohio
-$364K -6,261 Closed
TRCT
800
Tower Research Capital (TRC)
New York
-$352K -6,040 Closed