We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$5.82M -$583K -13,279 -10%
RA
127
RFG Advisory
Alabama
$5.74M +$111K +2,530 +2%
SWP
128
Stratos Wealth Partners
Ohio
$5.68M +$359K +8,177 +7%
MIAS
129
Mason Investment Advisory Services
Virginia
$5.62M
FWM
130
FMB Wealth Management
California
$5.55M -$91.1K -2,076 -2%
SC
131
Schoolcraft Capital
Colorado
$5.55M +$172K +3,923 +3%
Stifel Financial
132
Stifel Financial
Missouri
$5.49M -$522K -11,900 -9%
MCM
133
MAI Capital Management
Ohio
$5.47M -$295K -6,720 -5%
AFG
134
Altiora Financial Group
Ohio
$5.47M -$36.7K -836 -0.7%
VCA
135
Verdence Capital Advisors
Maryland
$5.44M
SSB
136
Sandy Spring Bank
Maryland
$5.42M +$99.6K +2,270 +2%
1WM
137
1900 Wealth Management
Texas
$5.36M -$319K -7,258 -6%
SFPM
138
Sensible Financial Planning & Management
Massachusetts
$5.31M +$21.9K +499 +0.4%
DI
139
Disciplined Investments
Oklahoma
$5.25M -$809K -18,441 -14%
CTWM
140
Cherry Tree Wealth Management
Minnesota
$5.16M +$4.88M +111,292 New
WPW
141
Watershed Private Wealth
Illinois
$5.1M +$1.21M +27,582 +33%
RLIM
142
Red Lighthouse Investment Management
New York
$5.09M -$17.8K -406 -0.4%
AC
143
Asio Capital
Kentucky
$4.94M -$1.04M -23,768 -18%
GC
144
Gibson Capital
Pennsylvania
$4.73M -$3.29K -75 -0.1%
RSWM
145
Robertson Stephens Wealth Management
California
$4.63M
PWIA
146
Porter White Investment Advisors
Alabama
$4.59M -$11.8K -270 -0.3%
JWS
147
Juncture Wealth Strategies
Arizona
$4.41M -$169K -3,841 -4%
TWD
148
True Wealth Design
Ohio
$4.36M -$42.9K -977 -1%
WA
149
Wealthstream Advisors
New York
$4.14M
SC
150
Shearwater Capital
Colorado
$4.12M -$212K -4,831 -5%