We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
201
Park Avenue Securities
New York
$1.78M +$1.54M +35,045 +634%
US Bancorp
202
US Bancorp
Minnesota
$1.73M -$7.2K -164 -0.4%
TWP
203
Total Wealth Planning
Ohio
$1.67M -$109K -2,479 -6%
Goldman Sachs
204
Goldman Sachs
New York
$1.65M +$469K +10,677 +40%
CWS
205
Confluence Wealth Services
Pennsylvania
$1.65M +$1.31M +29,717 +384%
Morgan Stanley
206
Morgan Stanley
New York
$1.63M +$551K +12,551 +51%
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$1.62M +$1.62M +36,961 New
API
208
Advisor Partners II
California
$1.62M +$525K +11,944 +48%
WFA
209
WMG Financial Advisors
Tennessee
$1.6M +$58.5K +1,332 +4%
WFA
210
Websterrogers Financial Advisors
South Carolina
$1.6M -$37.2K -847 -2%
QHA
211
Quarry Hill Advisors
Minnesota
$1.57M +$1.57M +35,739 New
HIG
212
Heritage Investment Group
Florida
$1.56M -$38.4K -875 -2%
MWPCG
213
Measured Wealth Private Client Group
New Hampshire
$1.56M -$16.2K -368 -1%
CSWM
214
Cassady Schiller Wealth Management
Ohio
$1.51M -$132K -3,015 -8%
CWM
215
CarsonAllaria Wealth Management
Illinois
$1.5M -$25.5K -580 -2%
LG
216
LAM Group
Oregon
$1.46M +$1.46M +33,202 New
AWM
217
Avior Wealth Management
Nebraska
$1.45M -$4.79K -109 -0.3%
TRCT
218
Tower Research Capital (TRC)
New York
$1.45M +$61.4K +1,399 +4%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$1.45M -$41.8K -951 -3%
MA
220
Montag & Associates
Georgia
$1.41M
RCAG
221
Rehmann Capital Advisory Group
Michigan
$1.37M -$190K -4,333 -12%
MWA
222
Mills Wealth Advisors
Texas
$1.35M +$1.35M +30,781 New
JMPWA
223
JP Morgan Private Wealth Advisors
California
$1.34M +$325K +7,392 +32%
VCM
224
Versant Capital Management
Arizona
$1.33M -$41.2K -939 -3%
PAG
225
Private Advisor Group
New Jersey
$1.32M +$50.7K +1,154 +3%