We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
201
WorthPointe
California
$5.92M +$2.94M +50,459 +103%
FJWM
202
Ferguson Johnson Wealth Management
Maryland
$5.85M +$5.73M +98,240 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$5.76M +$2.67M +45,685 +90%
BDWCC
204
B&D White Capital Company
Texas
$5.73M +$5.06M +86,798 +921%
CA
205
Claris Advisors
Missouri
$5.58M +$28.5K +489 +0.5%
VF
206
Vestment Financial
Minnesota
$5.55M -$115K -1,968 -2%
GA
207
Greenspring Advisors
Maryland
$5.52M +$4.91M +84,124 +984%
SFP
208
SwitchPoint Financial Planning
Utah
$5.48M -$34.3K -588 -0.6%
GMA
209
Glassy Mountain Advisors
Maryland
$5.4M +$8.69K +149 +0.2%
MWA
210
Mills Wealth Advisors
Texas
$5.4M +$366K +6,272 +7%
CTWM
211
Cherry Tree Wealth Management
Minnesota
$5.39M -$34.7K -595 -0.7%
CWA
212
CogentBlue Wealth Advisors
Tennessee
$5.39M -$179K -3,075 -3%
GC
213
Gibson Capital
Pennsylvania
$5.38M +$8.75K +150 +0.2%
NA
214
NewEdge Advisors
Louisiana
$5.37M -$643K -11,022 -11%
RLIM
215
Red Lighthouse Investment Management
New York
$5.32M -$31.3K -537 -0.6%
AWM
216
Axxcess Wealth Management
California
$5.29M +$1.76M +30,099 +51%
CA
217
Clune & Associates
Illinois
$5.28M +$895K +15,343 +21%
QFPS
218
Quantum Financial Planning Services
Washington
$5.25M +$614K +10,531 +14%
WAM
219
Weinberger Asset Management
California
$5.16M +$265K +4,540 +6%
BFA
220
Bragg Financial Advisors
North Carolina
$5.09M -$217K -3,718 -4%
1WM
221
1900 Wealth Management
Texas
$5.06M -$53.5K -917 -1%
LWM
222
Lionshead Wealth Management
New York
$5.03M +$462K +7,913 +10%
WWM
223
Westwood Wealth Management
California
$5.03M +$4.93M +84,545 New
SIM
224
Studio Investment Management
Illinois
$5.03M +$392K +6,718 +9%
PWIA
225
Porter White Investment Advisors
Alabama
$5.03M -$875 -15 -0%