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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWIA
176
Porter White Investment Advisors
Alabama
$4.66M -$52.2K -995 -1%
PWMG
177
Private Wealth Management Group
New Jersey
$4.63M -$51.7K -986 -1%
KPP
178
Kings Path Partners
Texas
$4.62M +$4.67M +89,015 New
Morgan Stanley
179
Morgan Stanley
New York
$4.6M +$187K +3,568 +4%
1WM
180
1900 Wealth Management
Texas
$4.49M -$869K -16,557 -16%
SC
181
Shearwater Capital
Colorado
$4.47M
RFA
182
RTD Financial Advisors
Pennsylvania
$4.44M +$577 +11 +0%
EA
183
Efficient Advisors
Ohio
$4.42M +$785K +14,968 +21%
WA
184
Wealthstream Advisors
New York
$4.18M -$61.2K -1,167 -1%
VCA
185
Verdence Capital Advisors
Maryland
$4.16M -$1.95M -37,200 -32%
CSB
186
City State Bank
Iowa
$4.15M +$303K +5,784 +8%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$4.15M +$1.92M +36,655 +85%
AC
188
Annandale Capital
Texas
$4.12M +$1.08M +20,624 +35%
SRWM
189
Shira Ridge Wealth Management
California
$4.08M +$66.4K +1,265 +2%
CA
190
Claris Advisors
Missouri
$4.06M +$14.3K +273 +0.3%
DPI
191
Diversified Portfolios Inc
Michigan
$3.93M -$24.7K -470 -0.6%
LFA
192
Level Financial Advisors
New York
$3.89M -$15.7K -300 -0.4%
EK
193
Evensky & Katz
Florida
$3.87M +$6.77K +129 +0.2%
Osaic Holdings
194
Osaic Holdings
Arizona
$3.82M +$276K +5,271 +8%
TWP
195
Total Wealth Planning
Ohio
$3.8M -$70.7K -1,347 -2%
SHFA
196
SC&H Financial Advisors
Maryland
$3.75M +$182K +3,465 +5%
VWA
197
Valued Wealth Advisors
Utah
$3.69M -$211K -4,024 -5%
OIA
198
OneDigital Investment Advisors
Kansas
$3.65M -$976K -18,598 -21%
BCA
199
Bay Colony Advisors
Massachusetts
$3.57M -$360K -6,854 -9%
B
200
BetterWealth
California
$3.54M -$212K -4,050 -6%