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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$4.13M -$1.32M -27,899 -24%
CIAS
152
CFS Investment Advisory Services
New Jersey
$4.12M +$989K +20,820 +30%
WA
153
Wealthstream Advisors
New York
$4.08M
SC
154
Shearwater Capital
Colorado
$4.04M -$19.4K -408 -0.5%
RFA
155
RTD Financial Advisors
Pennsylvania
$3.99M -$57.5K -1,210 -1%
CAN
156
Cetera Advisor Networks
California
$3.98M +$1.45M +30,617 +54%
UCFA
157
United Capital Financial Advisors
Texas
$3.93M -$18K -379 -0.4%
SWM
158
Soundmark Wealth Management
Washington
$3.9M -$14.9K -314 -0.4%
CA
159
Claris Advisors
Missouri
$3.73M -$23K -484 -0.6%
SDWIA
160
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.66M +$36.2K +762 +1%
DPI
161
Diversified Portfolios Inc
Michigan
$3.62M -$3.75K -79 -0.1%
SRWM
162
Shira Ridge Wealth Management
California
$3.59M +$79.3K +1,670 +2%
LFA
163
Level Financial Advisors
New York
$3.58M -$45.9K -966 -1%
CSB
164
City State Bank
Iowa
$3.58M +$195K +4,105 +6%
B
165
BetterWealth
California
$3.48M -$71.4K -1,503 -2%
EK
166
Evensky & Katz
Florida
$3.39M -$118K -2,480 -3%
BAG
167
Briggs Advisory Group
Rhode Island
$3.39M +$164K +3,447 +5%
Betterment LLC
168
Betterment LLC
New York
$3.32M +$1.78M +37,443 +106%
TWP
169
Total Wealth Planning
Ohio
$3.24M +$1.59M +33,519 +89%
EA
170
Efficient Advisors
Ohio
$3.11M -$158K -3,329 -5%
SHFA
171
SC&H Financial Advisors
Maryland
$3.06M +$257K +5,418 +9%
AFS
172
Annapolis Financial Services
Maryland
$2.9M +$23.6K +497 +0.8%
KA
173
Klingman & Associates
New York
$2.87M -$9.5K -200 -0.3%
BCI
174
Brinker Capital Investments
Pennsylvania
$2.87M +$11.9K +250 +0.4%
OPS
175
Orion Portfolio Solutions
Nebraska
$2.87M +$11.9K +250 +0.4%