We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
101
BlueSky Wealth Advisors
North Carolina
$14.6M +$254K +4,609 +2%
KSWWM
102
Keyes Stange & Wooten Wealth Management
Florida
$14.5M +$160K +2,910 +1%
MWM
103
McMill Wealth Management
Nebraska
$14.4M +$787K +14,302 +5%
MG
104
Mather Group
Illinois
$13.9M +$2.82M +51,167 +23%
KFG
105
Kelly Financial Group
Connecticut
$13.9M +$1.73M +31,364 +13%
NEPWA
106
New England Private Wealth Advisors
Massachusetts
$13.8M -$161K -2,927 -1%
LW
107
Libra Wealth
California
$13.5M -$194K -3,526 -1%
RWM
108
Ruedi Wealth Management
Illinois
$13.1M +$175K +3,182 +1%
VWA
109
Visionary Wealth Advisors
Illinois
$13M +$218K +3,962 +2%
SIS
110
Strategic Investment Solutions
Illinois
$13M +$109K +1,973 +0.8%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$13M +$361K +6,568 +3%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$12.9M +$8.13M +147,665 +144%
HNWA
113
Henrickson Nauta Wealth Advisors
Michigan
$12.5M +$1.27M +23,098 +9%
JWM
114
JDH Wealth Management
California
$12.4M -$155K -2,812 -1%
AFG
115
Altiora Financial Group
Ohio
$12.3M +$351K +6,377 +3%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$12.3M +$2.06M +37,519 +19%
NWM
117
Navigoe Wealth Management
California
$11.9M -$85.6K -1,556 -0.7%
MAM
118
McLean Asset Management
Virginia
$11.7M +$807K +14,666 +6%
RA
119
Rise Advisors
New York
$11.5M +$3.64M +66,184 +42%
SWA
120
ShankerValleau Wealth Advisors
Illinois
$11M +$1.56M +28,402 +15%
CW
121
Cook Wealth
North Carolina
$11M -$203K -3,683 -2%
MFT
122
Moisand Fitzgerald Tamayo
Florida
$10.6M -$296K -5,374 -3%
CWMA
123
Capstone Wealth Management (Alabama)
Alabama
$10.6M -$131K -2,376 -1%
GCM
124
Graver Capital Management
Ohio
$10.4M +$799K +14,516 +8%
WMN
125
Wealth Management Nebraska
Nebraska
$10.2M -$3.48M -63,203 -24%