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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Sterling Wealth Management
Illinois
$15.6M +$1.04M +18,213 +7%
KSWWM
102
Keyes Stange & Wooten Wealth Management
Florida
$15.6M +$296K +5,170 +2%
BWA
103
BlueSky Wealth Advisors
North Carolina
$15.5M +$203K +3,544 +1%
LFP
104
Lakeshore Financial Planning
Michigan
$15.5M -$135K -2,363 -0.8%
EH
105
Equitable Holdings
New York
$15.3M +$1M +17,544 +7%
NEPWA
106
New England Private Wealth Advisors
Massachusetts
$15M -$325K -5,685 -2%
MWM
107
McMill Wealth Management
Nebraska
$14.8M +$15.2M +265,023 New
LW
108
Libra Wealth
California
$14.7M -$459K -8,029 -3%
GCM
109
G2 Capital Management
Ohio
$14.7M +$122K +2,125 +0.8%
Betterment LLC
110
Betterment LLC
New York
$14.6M +$791K +13,827 +6%
WMN
111
Wealth Management Nebraska
Nebraska
$14.6M +$15M +262,259 New
ALWM
112
Andrews Lucia Wealth Management
California
$14.4M -$25.3K -442 -0.2%
SSB
113
Sandy Spring Bank
Maryland
$14.4M +$428K +7,479 +3%
RWM
114
Ruedi Wealth Management
Illinois
$14M +$956K +16,702 +7%
VWA
115
Visionary Wealth Advisors
Illinois
$13.9M +$749K +13,084 +6%
HNWA
116
Henrickson Nauta Wealth Advisors
Michigan
$13.8M +$871K +15,231 +7%
MAM
117
McLean Asset Management
Virginia
$13.7M -$294K -5,142 -2%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$13.6M -$81.2K -1,419 -0.6%
JWM
119
JDH Wealth Management
California
$13.6M +$14M +244,124 New
SIS
120
Strategic Investment Solutions
Illinois
$13.4M -$216K -3,768 -1%
KFG
121
Kelly Financial Group
Connecticut
$13.2M +$13.6M +237,975 New
CW
122
Cook Wealth
North Carolina
$13.1M +$333K +5,814 +3%
AFG
123
Altiora Financial Group
Ohio
$13M +$1.45M +25,383 +12%
NWM
124
Navigoe Wealth Management
California
$12.9M +$13.3M +231,843 New
KAS
125
Kestra Advisory Services
Texas
$12.6M +$2.28M +39,926 +21%