We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
151
Disciplined Investments
Oklahoma
$8.17M +$657K +12,898 +9%
AIS
152
American Investment Services
Massachusetts
$7.93M -$796K -15,639 -10%
TFO
153
Timonier Family Office
North Carolina
$7.79M -$308K -6,039 -4%
LFS
154
Lutz Financial Services
Nebraska
$7.64M +$18.1K +355 +0.3%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$7.63M +$1.4M +27,511 +24%
JWS
156
Juncture Wealth Strategies
Arizona
$7.63M -$2.7M -53,110 -27%
GCA
157
Gradient Capital Advisors
California
$7.57M +$53.4K +1,049 +0.8%
LWM
158
Liberty Wealth Management
California
$7.54M -$15.7K -309 -0.2%
DPW
159
DiNuzzo Private Wealth
Pennsylvania
$7.47M -$101K -1,980 -1%
RFC
160
Regions Financial Corp
Alabama
$7.36M -$34.1K -669 -0.5%
AWM
161
Avondale Wealth Management
Texas
$7.34M -$1.31M -25,773 -16%
EA
162
Eclectic Associates
California
$7.17M +$3.16M +62,142 +88%
MWM
163
Mission Wealth Management
California
$7.17M +$1.25M +24,452 +23%
SC
164
Scratch Capital
Idaho
$7.15M -$1.39M -27,245 -17%
DADC
165
D.A. Davidson & Co
Montana
$7.11M +$255K +5,001 +4%
PCM
166
Passive Capital Management
Maryland
$7.11M +$1.73K +34 +0%
O3W
167
Omni 360 Wealth
New Jersey
$7.04M -$371K -7,287 -5%
RK
168
Rather & Kittrell
Tennessee
$7.01M +$159K +3,125 +2%
LFP
169
Lakeshore Financial Planning
Michigan
$6.65M -$309K -6,064 -5%
EA
170
Efficient Advisors
Ohio
$6.6M +$786K +15,442 +14%
SC
171
Schoolcraft Capital
Colorado
$6.55M +$710K +13,943 +13%
PWMG
172
Pioneer Wealth Management Group
Texas
$6.54M +$115K +2,263 +2%
WPW
173
Watershed Private Wealth
Illinois
$6.52M +$448K +8,797 +8%
MIAS
174
Mason Investment Advisory Services
Virginia
$6.45M +$25K +490 +0.4%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$6.39M -$11.4M -223,506 -65%