We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$13.2M +$1.54M +32,926 +15%
MAM
102
McLean Asset Management
Virginia
$13.1M -$4.35K -93 -0%
LFA
103
Landmark Financial Advisors
Kentucky
$12.9M +$439K +9,396 +4%
BPA
104
Beacon Pointe Advisors
California
$12.6M +$1.31M +28,104 +13%
SIS
105
Strategic Investment Solutions
Illinois
$12.5M -$294M -6,291,135 -96%
VWA
106
Visionary Wealth Advisors
Illinois
$12.4M -$485K -10,378 -4%
Truist Financial
107
Truist Financial
North Carolina
$12.3M +$765K +16,374 +8%
RWM
108
Ruedi Wealth Management
Illinois
$11.8M +$665K +14,223 +7%
MFT
109
Moisand Fitzgerald Tamayo
Florida
$11.7M -$349K -7,463 -3%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$11.5M +$9.38M +200,691 +1,056%
SP
111
Symmetry Partners
Connecticut
$11.4M -$64.5K -1,380 -0.6%
EH
112
Equitable Holdings
New York
$11.3M +$363K +7,765 +4%
HNWA
113
Henrickson Nauta Wealth Advisors
Michigan
$11M +$473K +10,128 +5%
RJA
114
Raymond James & Associates
Florida
$11M +$24.1K +515 +0.2%
CW
115
Cook Wealth
North Carolina
$10.7M +$9.78M +209,200 New
RSWM
116
Robertson Stephens Wealth Management
California
$10.4M +$261K +5,586 +3%
JP Morgan Chase
117
JP Morgan Chase
New York
$10.2M +$987K +21,122 +12%
SFS
118
Summit Financial Strategies
Ohio
$10.1M +$8.54M +182,760 +1,808%
SWA
119
ShankerValleau Wealth Advisors
Illinois
$9.91M -$142K -3,034 -2%
AAM
120
Austin Asset Management
Texas
$9.47M -$65.8K -1,408 -0.8%
AL
121
Aspiriant LLC
California
$9.36M -$96.2K -2,058 -1%
AIS
122
American Investment Services
Massachusetts
$9.1M +$4.82K +103 +0.1%
Jane Street
123
Jane Street
New York
$9.09M +$2.64M +56,412 +48%
SWM
124
Spire Wealth Management
Virginia
$8.99M +$28.5K +609 +0.3%
KAS
125
Kestra Advisory Services
Texas
$8.96M +$170K +3,645 +2%