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Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
176
City State Bank
Iowa
$6.66M +$428K +7,511 +7%
SA
177
Seneschal Advisors
Washington
$6.61M +$96.2K +1,689 +2%
AC
178
Annandale Capital
Texas
$6.6M +$477K +8,371 +8%
PWM
179
Parkshore Wealth Management
California
$6.56M -$25.5K -447 -0.4%
SWP
180
Stratos Wealth Partners
Ohio
$6.47M +$160K +2,802 +3%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$6.36M -$523K -9,182 -8%
VWA
182
Valued Wealth Advisors
Utah
$6.2M -$56.8K -997 -0.9%
FWM
183
FMB Wealth Management
California
$6.18M +$27.5K +483 +0.5%
Stifel Financial
184
Stifel Financial
Missouri
$5.96M -$206K -3,616 -3%
AWM
185
Ariadne Wealth Management
California
$5.95M +$114 +2 +0%
NA
186
NewEdge Advisors
Louisiana
$5.89M +$117K +2,046 +2%
KAS
187
Kestra Advisory Services
Texas
$5.88M -$483K -8,474 -8%
MHS
188
M Holdings Securities
Oregon
$5.88M -$211K -3,706 -4%
TC
189
TAGStone Capital
North Carolina
$5.78M +$104K +1,834 +2%
BlackRock
190
BlackRock
New York
$5.55M +$2.29M +40,178 +73%
CWA
191
CogentBlue Wealth Advisors
Tennessee
$5.44M -$276K -4,851 -5%
SFP
192
SwitchPoint Financial Planning
Utah
$5.4M +$10.7K +187 +0.2%
CTWM
193
Cherry Tree Wealth Management
Minnesota
$5.31M -$476K -8,358 -8%
VF
194
Vestment Financial
Minnesota
$5.3M +$161K +2,834 +3%
GMA
195
Glassy Mountain Advisors
Maryland
$5.27M -$9.85K -173 -0.2%
GC
196
Gibson Capital
Pennsylvania
$5.25M -$417K -7,322 -8%
RLIM
197
Red Lighthouse Investment Management
New York
$5.24M -$267K -4,681 -5%
BFA
198
Bragg Financial Advisors
North Carolina
$5.19M +$14.1K +248 +0.3%
CA
199
Claris Advisors
Missouri
$5.03M
1WM
200
1900 Wealth Management
Texas
$5M -$35.5K -623 -0.7%