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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
126
HMV Wealth Advisors
Louisiana
$13.4M -$21.3K -365 -0.2%
ALWM
127
Andrews Lucia Wealth Management
California
$13.3M -$1.19M -20,315 -8%
WMN
128
Wealth Management Nebraska
Nebraska
$12.9M -$8.34K -143 -0.1%
SWA
129
ShankerValleau Wealth Advisors
Illinois
$12.7M -$30.1K -515 -0.2%
RWM
130
Ruedi Wealth Management
Illinois
$12.4M -$528K -9,048 -4%
MML Investors Services
131
MML Investors Services
Massachusetts
$12.4M +$2.42M +41,506 +25%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$3.09M +52,874 +34%
CWMA
133
Capstone Wealth Management (Alabama)
Alabama
$12.1M -$183K -3,141 -2%
VPWA
134
Vestia Personal Wealth Advisors
Indiana
$12M -$48.3K -827 -0.4%
FFG
135
Fiduciary Financial Group
California
$12M +$263K +4,510 +2%
MFT
136
Moisand Fitzgerald Tamayo
Florida
$11.6M -$238K -4,077 -2%
DADC
137
D.A. Davidson & Co
Montana
$11.5M +$2.63M +45,106 +31%
MWM
138
Mission Wealth Management
California
$11.4M +$3.36M +57,570 +43%
AL
139
Aspiriant LLC
California
$11.4M -$40.9K -701 -0.4%
CPW
140
Crestmont Private Wealth
Texas
$11.3M -$3.33K -57 -0%
Osaic Holdings
141
Osaic Holdings
Arizona
$11.1M -$750K -12,848 -6%
PS
142
Pinney & Scofield
Massachusetts
$10.8M -$198K -3,400 -2%
RSWM
143
Robertson Stephens Wealth Management
California
$10.5M -$9.04K -155 -0.1%
SWM
144
Spire Wealth Management
Virginia
$10.5M +$308K +5,273 +3%
BTWM
145
Baker Tilly Wealth Management
Wisconsin
$10.3M -$10.3M -176,858 -51%
KPP
146
Kings Path Partners
Texas
$10.1M +$227K +3,885 +2%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$9.97M +$342K +5,867 +4%
EA
148
Efficient Advisors
Ohio
$9.84M +$1.19M +20,365 +14%
DI
149
Disciplined Investments
Oklahoma
$9.77M +$484K +8,298 +5%
VW
150
Vance Wealth
California
$9.76M +$366K +6,278 +4%