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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
101
Andrews Lucia Wealth Management
California
$14.2M +$15.5K +302 +0.1%
GCM
102
G2 Capital Management
Ohio
$14.1M +$122K +2,367 +0.9%
SP
103
Symmetry Partners
Connecticut
$14M +$2.15M +41,687 +19%
MAM
104
McLean Asset Management
Virginia
$13.6M -$209K -4,067 -2%
VWA
105
Visionary Wealth Advisors
Illinois
$12.9M -$3.76K -73 -0%
BPA
106
Beacon Pointe Advisors
California
$12.8M -$224K -4,344 -2%
EH
107
Equitable Holdings
New York
$12.6M +$832K +16,153 +7%
SFS
108
Summit Financial Strategies
Ohio
$12.4M +$1.79M +34,688 +18%
JP Morgan Chase
109
JP Morgan Chase
New York
$12.2M +$1.55M +30,093 +15%
RWM
110
Ruedi Wealth Management
Illinois
$12.2M -$30.9K -600 -0.3%
MFT
111
Moisand Fitzgerald Tamayo
Florida
$12M -$156K -3,035 -1%
EF
112
Empowered Funds
Pennsylvania
$11.9M +$11.2M +217,885 New
HNWA
113
Henrickson Nauta Wealth Advisors
Michigan
$11.7M +$640K +12,441 +6%
CW
114
Cook Wealth
North Carolina
$11.3M +$391K +7,595 +4%
SSB
115
Sandy Spring Bank
Maryland
$10.8M +$1.43M +27,777 +16%
SWA
116
ShankerValleau Wealth Advisors
Illinois
$10.4M +$56.9K +1,106 +0.6%
Betterment LLC
117
Betterment LLC
New York
$10.3M +$3.04M +59,124 +45%
KAS
118
Kestra Advisory Services
Texas
$10.2M +$878K +17,064 +10%
RSWM
119
Robertson Stephens Wealth Management
California
$10.2M -$562K -10,924 -6%
SWM
120
Spire Wealth Management
Virginia
$9.93M +$228K +4,422 +2%
AAM
121
Austin Asset Management
Texas
$9.57M -$266K -5,163 -3%
AL
122
Aspiriant LLC
California
$9.4M -$314K -6,106 -3%
RJA
123
Raymond James & Associates
Florida
$9.27M -$2.04M -39,538 -19%
AIS
124
American Investment Services
Massachusetts
$9.26M -$196K -3,809 -2%
LFGO
125
Legacy Financial Group (Oklahoma)
Oklahoma
$9.23M +$96.9K +1,883 +1%