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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
126
Juncture Wealth Strategies
Arizona
$10M +$28.7K +522 +0.3%
Morgan Stanley
127
Morgan Stanley
New York
$9.95M +$620K +11,260 +6%
AL
128
Aspiriant LLC
California
$9.79M +$940K +17,080 +10%
VPWA
129
Vestia Personal Wealth Advisors
Indiana
$9.74M -$469K -8,521 -4%
BP
130
BWM Planning
Texas
$9.68M -$227K -4,121 -2%
CPW
131
Crestmont Private Wealth
Texas
$9.62M +$10.3M +186,908 New
PS
132
Pinney & Scofield
Massachusetts
$9.56M -$38K -691 -0.4%
RSWM
133
Robertson Stephens Wealth Management
California
$9.5M -$70.5K -1,281 -0.7%
OFP
134
OLIO Financial Planning
Virginia
$9.29M +$839K +15,242 +9%
BMD
135
Better Money Decisions
New Mexico
$9.16M +$89.6K +1,628 +0.9%
GCM
136
G2 Capital Management
Ohio
$9M -$4.96M -90,130 -34%
SWM
137
Spire Wealth Management
Virginia
$8.93M +$236K +4,290 +3%
KAS
138
Kestra Advisory Services
Texas
$8.86M -$3.02M -54,832 -24%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$8.59M +$383K +6,951 +4%
HWA
140
HMV Wealth Advisors
Louisiana
$8.51M +$3.62M +65,820 +66%
GMA
141
Glassy Mountain Advisors
Maryland
$8.45M -$21.8K -397 -0.2%
FFG
142
Fiduciary Financial Group
California
$8.4M +$240K +4,354 +2%
AIS
143
American Investment Services
Massachusetts
$8.37M +$85.7K +1,557 +1%
AAM
144
Austin Asset Management
Texas
$8.35M -$171K -3,099 -2%
BPA
145
Beacon Pointe Advisors
California
$8.33M -$1.89M -34,390 -18%
AWM
146
Avondale Wealth Management
Texas
$8.33M +$1.02M +18,551 +13%
LFGO
147
Legacy Financial Group (Oklahoma)
Oklahoma
$8.28M -$115K -2,098 -1%
AWM
148
Activest Wealth Management
Florida
$8.27M +$326K +5,929 +4%
SC
149
Scratch Capital
Idaho
$8.22M -$1.76M -31,977 -17%
OC
150
Oppenheimer & Co
New York
$8.2M +$148K +2,693 +2%