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
$17.1M +$239K +4,200 +1%
Truist Financial
102
Truist Financial
North Carolina
$17.1M +$89.7K +1,575 +0.5%
RLWM
103
RF&L Wealth Management
Massachusetts
$16.9M +$38.8K +681 +0.2%
KSWWM
104
Keyes Stange & Wooten Wealth Management
Florida
$16.9M +$250K +4,387 +2%
MWM
105
McMill Wealth Management
Nebraska
$16.5M -$214K -3,752 -1%
AQR Capital Management
106
AQR Capital Management
Connecticut
$16.2M +$6.91M +121,362 +77%
QFA
107
Quantum Financial Advisors
California
$15.3M -$426K -7,473 -3%
TPW
108
Tiller Private Wealth
Pennsylvania
$14.8M +$643K +11,282 +5%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$14.5M -$2.15M -37,752 -13%
ALWM
110
Andrews Lucia Wealth Management
California
$14.2M -$572K -10,036 -4%
LFG
111
Larson Financial Group
Missouri
$14.1M -$1.78M -31,236 -11%
MAM
112
McLean Asset Management
Virginia
$14.1M -$1.1M -19,235 -7%
AFG
113
Altiora Financial Group
Ohio
$13.8M -$303K -5,313 -2%
NWM
114
Navigoe Wealth Management
California
$13.2M -$209K -3,674 -2%
JWM
115
JDH Wealth Management
California
$13.1M -$392K -6,876 -3%
HWA
116
HMV Wealth Advisors
Louisiana
$13.1M -$301K -5,290 -2%
GCM
117
Graver Capital Management
Ohio
$12.8M -$183K -3,211 -1%
Morgan Stanley
118
Morgan Stanley
New York
$12.8M +$1.05M +18,420 +9%
RWM
119
Ruedi Wealth Management
Illinois
$12.7M +$37.5K +658 +0.3%
WMN
120
Wealth Management Nebraska
Nebraska
$12.6M +$73.5K +1,290 +0.6%
SWA
121
ShankerValleau Wealth Advisors
Illinois
$12.4M -$393K -6,908 -3%
OFP
122
OLIO Financial Planning
Virginia
$12.3M +$855K +15,010 +8%
CWMA
123
Capstone Wealth Management (Alabama)
Alabama
$12M +$11.8K +207 +0.1%
PAS
124
Park Avenue Securities
New York
$11.9M +$1.72M +30,233 +17%
EA
125
Eclectic Associates
California
$11.7M +$3.87M +68,017 +51%