We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
151
Concourse Financial Group Securities
Alabama
$500K +$335K +7,550 +204%
BC
152
Burleson & Co
California
$497K
PCA
153
Personal Capital Advisors
California
$491K -$20.6K -465 -4%
AFAS
154
Acorn Financial Advisory Services
Virginia
$484K +$483K +10,905 New
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$480K +$128K +2,890 +36%
SFS
156
Strategic Financial Services
New York
$476K
WT
157
Whittier Trust
California
$470K +$133 +3 +0%
FA
158
Fortis Advisors
Pennsylvania
$456K +$1.06K +24 +0.2%
SB
159
Sunflower Bank
Texas
$452K +$451K +10,182 New
LWAC
160
Laurel Wealth Advisors (California)
California
$449K -$54.9K -1,238 -11%
SHGA
161
Sand Hill Global Advisors
California
$447K
LB
162
Leo Brokerage
Texas
$446K +$1.11K +25 +0.2%
KCPG
163
Kavar Capital Partners Group
Kansas
$443K +$1.06K +24 +0.2%
PFBT
164
Parkside Financial Bank & Trust
Missouri
$435K
AWM
165
AE Wealth Management
Kansas
$424K -$16.7K -376 -4%
RM
166
Resource Management
Louisiana
$420K
SDH
167
Sloy Dahl & Holst
Washington
$413K +$412K +9,294 New
FOA
168
Five Oceans Advisors
California
$407K +$407K +9,176 New
CAMG
169
CWA Asset Management Group
Florida
$406K -$1.2K -27 -0.3%
Wells Fargo
170
Wells Fargo
California
$392K +$273K +6,162 +229%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$390K -$800K -18,057 -67%
Morgan Stanley
172
Morgan Stanley
New York
$390K +$374K +8,448 +2,477%
Financial Engines Advisors
173
Financial Engines Advisors
California
$390K +$389K +8,785 New
WS
174
Wedbush Securities
California
$387K -$1.33K -30 -0.3%
AAS
175
Avantax Advisory Services
Texas
$382K +$124K +2,787 +48%