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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1WM
126
1900 Wealth Management
Texas
$5.43M -$8.16K -176 -0.1%
FWM
127
FMB Wealth Management
California
$5.41M +$57K +1,230 +1%
MIAS
128
Mason Investment Advisory Services
Virginia
$5.39M -$262K -5,657 -4%
RA
129
RFG Advisory
Alabama
$5.39M +$148K +3,193 +3%
AFG
130
Altiora Financial Group
Ohio
$5.28M +$2.64K +57 +0%
VCA
131
Verdence Capital Advisors
Maryland
$5.22M
RA
132
Rise Advisors
New York
$5.16M +$19.2K +414 +0.4%
SC
133
Schoolcraft Capital
Colorado
$5.15M +$49.6K +1,070 +0.9%
PCM
134
Passive Capital Management
Maryland
$5.14M +$126K +2,710 +2%
SSB
135
Sandy Spring Bank
Maryland
$5.1M +$127K +2,734 +2%
SWP
136
Stratos Wealth Partners
Ohio
$5.09M -$242K -5,228 -4%
SFPM
137
Sensible Financial Planning & Management
Massachusetts
$5.08M +$13.2K +285 +0.3%
RLIM
138
Red Lighthouse Investment Management
New York
$4.9M
GC
139
Gibson Capital
Pennsylvania
$4.54M -$97K -2,091 -2%
RSWM
140
Robertson Stephens Wealth Management
California
$4.44M -$5.8K -125 -0.1%
PWIA
141
Porter White Investment Advisors
Alabama
$4.41M -$88.6K -1,910 -2%
JWS
142
Juncture Wealth Strategies
Arizona
$4.4M +$209K +4,518 +5%
JP Morgan Chase
143
JP Morgan Chase
New York
$4.39M +$537K +11,580 +13%
TWD
144
True Wealth Design
Ohio
$4.22M -$72.5K -1,564 -2%
B
145
BetterWealth
California
$4.17M -$353K -7,617 -8%
SC
146
Shearwater Capital
Colorado
$4.16M +$34.1K +736 +0.8%
WA
147
Wealthstream Advisors
New York
$3.97M -$36.6K -790 -0.9%
RFA
148
RTD Financial Advisors
Pennsylvania
$3.97M -$14.2K -307 -0.3%
UCFA
149
United Capital Financial Advisors
Texas
$3.94M +$9.41K +203 +0.2%
SWM
150
Soundmark Wealth Management
Washington
$3.86M -$695 -15 -0%