We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
76
McKinley Carter Wealth Services
West Virginia
$11.7M +$12.2M +262,938 New
EWA
77
EP Wealth Advisors
California
$11.7M -$35.6M -767,792 -78%
MAM
78
McLean Asset Management
Virginia
$11.6M -$1.45M -31,305 -11%
MG
79
Mather Group
Illinois
$11.6M +$1.04M +22,389 +9%
W
80
WPWealth
Texas
$11.5M +$2.09M +45,022 +21%
SIS
81
Strategic Investment Solutions
Illinois
$11.4M -$277K -5,967 -2%
PFM
82
Phillips Financial Management
Indiana
$11.3M +$1.77M +38,176 +18%
BWA
83
BlueSky Wealth Advisors
North Carolina
$11.3M +$460K +9,927 +4%
GCM
84
G2 Capital Management
Ohio
$11.2M +$1.02M +21,899 +10%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$11.1M +$1.59M +34,242 +16%
VWA
86
Visionary Wealth Advisors
Illinois
$11.1M +$1.31M +28,322 +13%
ALWM
87
Andrews Lucia Wealth Management
California
$11.1M +$38.2K +823 +0.3%
UBS Group
88
UBS Group
Switzerland
$10.7M +$573K +12,351 +5%
MFT
89
Moisand Fitzgerald Tamayo
Florida
$10.6M -$935K -20,164 -8%
AssetMark Inc
90
AssetMark Inc
California
$10.2M +$334K +7,202 +3%
CWA
91
Consilio Wealth Advisors
Washington
$10.1M -$942K -20,316 -8%
SP
92
Symmetry Partners
Connecticut
$9.81M +$344K +7,426 +3%
LFA
93
Landmark Financial Advisors
Kentucky
$9.65M +$785K +16,927 +8%
MML Investors Services
94
MML Investors Services
Massachusetts
$9.57M +$628K +13,542 +7%
BPA
95
Beacon Pointe Advisors
California
$9.47M +$2.61M +56,287 +36%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$9.3M +$2.06M +44,372 +27%
RWM
97
Ruedi Wealth Management
Illinois
$8.89M +$166K +3,587 +2%
CAG
98
Compass Advisory Group
New York
$8.73M +$136K +2,933 +2%
SWA
99
ShankerValleau Wealth Advisors
Illinois
$8.46M +$188K +4,044 +2%
AIS
100
American Investment Services
Massachusetts
$8.22M