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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$8.69M -$467K -8,193 -5%
DADC
152
D.A. Davidson & Co
Montana
$8.59M +$902K +15,834 +12%
FFA
153
Farther Finance Advisors
California
$8.5M +$2.65M +46,438 +47%
AIS
154
American Investment Services
Massachusetts
$8.46M -$89K -1,562 -1%
EA
155
Efficient Advisors
Ohio
$8.44M +$1.29M +22,667 +19%
O3W
156
Omni 360 Wealth
New Jersey
$8.41M +$795K +13,959 +11%
TFO
157
Timonier Family Office
North Carolina
$8.29M -$112K -1,967 -1%
JWS
158
Juncture Wealth Strategies
Arizona
$8.24M +$6.32K +111 +0.1%
GCA
159
Gradient Capital Advisors
California
$8.17M +$1.65K +29 +0%
LWM
160
Liberty Wealth Management
California
$8.15M +$10.9K +191 +0.1%
LFS
161
Lutz Financial Services
Nebraska
$8.11M -$127K -2,224 -2%
DPW
162
DiNuzzo Private Wealth
Pennsylvania
$8.07M -$74.3K -1,304 -0.9%
PWMG
163
Pioneer Wealth Management Group
Texas
$7.94M +$867K +15,214 +13%
MWM
164
Mission Wealth Management
California
$7.83M +$97.1K +1,705 +1%
SC
165
Scratch Capital
Idaho
$7.71M -$2.62K -46 -0%
RK
166
Rather & Kittrell
Tennessee
$7.57M +$4.04K +71 +0.1%
SIS
167
Strategic Investment Solutions
Illinois
$7.39M -$1.51M -26,577 -17%
BP
168
BWM Planning
Texas
$7.28M +$539K +9,470 +8%
LFP
169
Lakeshore Financial Planning
Michigan
$7.21M +$43.3K +761 +0.6%
WPW
170
Watershed Private Wealth
Illinois
$7.15M +$115K +2,014 +2%
MIAS
171
Mason Investment Advisory Services
Virginia
$6.98M +$23.2K +407 +0.3%
AWM
172
Avondale Wealth Management
Texas
$6.97M -$921K -16,176 -12%
OC
173
Oppenheimer & Co
New York
$6.88M -$2.3M -40,294 -25%
SC
174
Schoolcraft Capital
Colorado
$6.8M -$262K -4,600 -4%
NWM
175
Northwest Wealth Management
Iowa
$6.79M -$59K -1,036 -0.9%