We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
151
RTD Financial Advisors
Pennsylvania
$4.11M -$29.3K -667 -0.7%
UCFA
152
United Capital Financial Advisors
Texas
$4M -$93.4K -2,129 -2%
SWM
153
Soundmark Wealth Management
Washington
$3.97M -$44.6K -1,017 -1%
SIS
154
Strategic Investment Solutions
Illinois
$3.9M -$7.19M -163,729 -64%
CA
155
Claris Advisors
Missouri
$3.81M +$128K +2,911 +4%
DPI
156
Diversified Portfolios Inc
Michigan
$3.68M -$77.7K -1,771 -2%
LFA
157
Level Financial Advisors
New York
$3.68M +$176 +4 +0%
SDWIA
158
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.68M +$302K +6,890 +10%
B
159
BetterWealth
California
$3.6M -$700K -15,955 -17%
SRWM
160
Shira Ridge Wealth Management
California
$3.56M -$17.6K -400 -0.5%
EK
161
Evensky & Katz
Florida
$3.55M -$175K -3,988 -5%
CSB
162
City State Bank
Iowa
$3.44M -$128K -2,915 -4%
EA
163
Efficient Advisors
Ohio
$3.31M +$300K +6,828 +11%
BAG
164
Briggs Advisory Group
Rhode Island
$3.28M +$549K +12,509 +22%
CIAS
165
CFS Investment Advisory Services
New Jersey
$3.22M +$265K +6,032 +10%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$3.02M +$1.91M +43,582 +203%
CAC
167
Certified Advisory Corp
Florida
$2.95M +$297K +6,773 +12%
KA
168
Klingman & Associates
New York
$2.93M
AFS
169
Annapolis Financial Services
Maryland
$2.93M -$120K -2,726 -4%
BCI
170
Brinker Capital Investments
Pennsylvania
$2.9M +$51.3K +1,169 +2%
OPS
171
Orion Portfolio Solutions
Nebraska
$2.9M +$51.3K +1,169 +2%
3LCM
172
3D/L Capital Management
Connecticut
$2.88M -$76.5K -1,743 -3%
SHFA
173
SC&H Financial Advisors
Maryland
$2.86M +$380K +8,667 +16%
LWM
174
LJI Wealth Management
Indiana
$2.81M +$77.1M +1,757,251 +2,910%
ACG
175
Allen Capital Group
Nebraska
$2.77M +$149K +3,390 +6%