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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DEM
76
Disciplined Equity Management
Florida
$14.6M -$284K -5,987 -2%
SFG
77
Steward Financial Group
Texas
$14.4M +$194K +4,079 +1%
LFP
78
Lakeshore Financial Planning
Michigan
$14.3M +$14.9M +314,015 New
AP
79
Adero Partners
California
$14.3M -$333K -7,004 -2%
TFP
80
Triune Financial Partners
Kansas
$13.9M +$350K +7,374 +2%
RLWM
81
RF&L Wealth Management
Massachusetts
$13.8M +$61.5K +1,295 +0.4%
LW
82
Libra Wealth
California
$13.8M -$36.9K -778 -0.3%
RCI
83
RS Crum Inc
California
$13.2M -$80.5K -1,695 -0.6%
NEPWA
84
New England Private Wealth Advisors
Massachusetts
$13M -$95 -2 -0%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$12.9M +$1.45M +30,609 +12%
FCAS
86
First Command Advisory Services
Texas
$12M +$12.5M +263,435 New
UBS Group
87
UBS Group
Switzerland
$12M +$2.21M +46,557 +22%
MML Investors Services
88
MML Investors Services
Massachusetts
$12M +$838K +17,648 +7%
BWA
89
BlueSky Wealth Advisors
North Carolina
$12M +$423K +8,907 +4%
GCM
90
G2 Capital Management
Ohio
$11.8M +$45.3K +954 +0.4%
MAM
91
McLean Asset Management
Virginia
$11.7M -$42.3K -890 -0.3%
ALWM
92
Andrews Lucia Wealth Management
California
$11.6M +$35.3K +743 +0.3%
VWA
93
Visionary Wealth Advisors
Illinois
$11.3M -$44.9K -946 -0.4%
MCWS
94
McKinley Carter Wealth Services
West Virginia
$11.2M +$154K +3,245 +1%
LFA
95
Landmark Financial Advisors
Kentucky
$10.9M +$504K +10,612 +5%
MFT
96
Moisand Fitzgerald Tamayo
Florida
$10.5M -$270K -5,690 -2%
AWM
97
AE Wealth Management
Kansas
$10.2M +$1.7M +35,728 +19%
Truist Financial
98
Truist Financial
North Carolina
$9.96M +$1.04M +21,988 +11%
SP
99
Symmetry Partners
Connecticut
$9.93M -$82.5K -1,737 -0.8%
BPA
100
Beacon Pointe Advisors
California
$9.68M +$1.64M +34,442 +19%