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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
176
Northwest Wealth Management
Iowa
$6.09M +$111K +2,026 +2%
Osaic Holdings
177
Osaic Holdings
Arizona
$6.07M +$1.34M +24,351 +26%
GLA
178
Good Life Advisors
Pennsylvania
$6.06M -$387K -7,034 -6%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$5.87M -$5.22M -94,946 -45%
SA
180
Seneschal Advisors
Washington
$5.79M +$12.8K +232 +0.2%
WPW
181
Watershed Private Wealth
Illinois
$5.77M +$397K +7,222 +7%
RLIM
182
Red Lighthouse Investment Management
New York
$5.69M +$345K +6,266 +6%
Stifel Financial
183
Stifel Financial
Missouri
$5.59M -$123K -2,242 -2%
MWM
184
Mission Wealth Management
California
$5.58M -$114K -2,066 -2%
SWP
185
Stratos Wealth Partners
Ohio
$5.54M -$166K -3,020 -3%
CSB
186
City State Bank
Iowa
$5.54M +$819K +14,876 +16%
SC
187
Schoolcraft Capital
Colorado
$5.53M +$220 +4 +0%
EA
188
Efficient Advisors
Ohio
$5.5M -$355K -6,452 -6%
FWM
189
FMB Wealth Management
California
$5.49M -$22.3K -406 -0.4%
TPW
190
Tiller Private Wealth
Pennsylvania
$5.33M +$5.69M +103,488 New
MCM
191
MAI Capital Management
Ohio
$5.29M +$31.8K +578 +0.6%
CTWM
192
Cherry Tree Wealth Management
Minnesota
$5.11M -$34K -618 -0.6%
LWM
193
Lionshead Wealth Management
New York
$5.03M -$1.73M -31,487 -24%
NA
194
NewEdge Advisors
Louisiana
$5.03M -$7.87K -143 -0.1%
WKWM
195
Walter & Keenan Wealth Management
Indiana
$5M +$133K +2,423 +3%
GC
196
Gibson Capital
Pennsylvania
$5M -$17.1K -311 -0.3%
AC
197
Annandale Capital
Texas
$4.87M -$30.6K -556 -0.6%
1WM
198
1900 Wealth Management
Texas
$4.81M +$800K +14,534 +18%
PWM
199
Parkshore Wealth Management
California
$4.8M -$96.3K -1,750 -2%
SFP
200
SwitchPoint Financial Planning
Utah
$4.77M +$6.71K +122 +0.1%