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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
101
Sandy Spring Bank
Maryland
$4.57M +$18.3K +389 +0.4%
RFA
102
RTD Financial Advisors
Pennsylvania
$4.53M +$4.48M +95,332 New
DPI
103
Diversified Portfolios Inc
Michigan
$4.48M -$38.3K -815 -0.9%
WA
104
Wealthstream Advisors
New York
$4.29M +$4.24M +90,308 New
SWM
105
Soundmark Wealth Management
Washington
$4.16M -$2.26M -48,169 -35%
LFA
106
Level Financial Advisors
New York
$4.11M +$4.06M +86,550 New
SDWIA
107
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.1M +$367K +7,814 +10%
UCFA
108
United Capital Financial Advisors
Texas
$4.08M -$194K -4,134 -5%
NWM
109
Northwest Wealth Management
Iowa
$4.04M +$951K +20,246 +31%
SC
110
Schoolcraft Capital
Colorado
$4.01M +$145K +3,085 +4%
DI
111
Disciplined Investments
Oklahoma
$4M +$433K +9,214 +12%
EH
112
Equitable Holdings
New York
$3.85M +$509K +10,829 +15%
CA
113
Claris Advisors
Missouri
$3.81M +$3.77M +80,260 New
EK
114
Evensky & Katz
Florida
$3.8M +$11K +235 +0.3%
JWS
115
Juncture Wealth Strategies
Arizona
$3.78M +$147K +3,125 +4%
MWM
116
Mattern Wealth Management
Kansas
$3.72M +$3.67M +78,235 New
KAS
117
Kestra Advisory Services
Texas
$3.38M -$361K -7,680 -10%
Stifel Financial
118
Stifel Financial
Missouri
$3.38M +$639K +13,618 +24%
3LCM
119
3D/L Capital Management
Connecticut
$3.34M +$14.8K +316 +0.5%
CL
120
CPWM LLC
Washington
$3.27M
AFS
121
Annapolis Financial Services
Maryland
$3.19M -$28.9K -616 -0.9%
UBS Group
122
UBS Group
Switzerland
$3.13M +$752K +16,005 +32%
JC
123
Jentner Corp
Ohio
$3.09M +$11.6K +247 +0.4%
KA
124
Klingman & Associates
New York
$3.07M -$11.1K -236 -0.4%
OMC
125
Old Mission Capital
Illinois
$2.83M +$693K +14,761 +33%