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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
226
Integrated Wealth Concepts
Massachusetts
$5.47M +$2.04M +30,465 +64%
BDWCC
227
B&D White Capital Company
Texas
$5.4M -$87K -1,302 -2%
BFA
228
Bragg Financial Advisors
North Carolina
$5.39M -$253K -3,787 -5%
WWWM
229
White Wing Wealth Management
Texas
$5.34M -$81.6K -1,221 -2%
CAC
230
Certified Advisory Corp
Florida
$5.33M +$829K +12,402 +19%
WKWM
231
Walter & Keenan Wealth Management
Indiana
$5.29M +$91.5K +1,369 +2%
VCA
232
Verdence Capital Advisors
Maryland
$5.29M – – –
RFA
233
RTD Financial Advisors
Pennsylvania
$5.28M -$20.7K -310 -0.4%
BP
234
BBR Partners
New York
$5.22M -$4.95K -74 -0.1%
SHFA
235
SC&H Financial Advisors
Maryland
$5.22M +$1.94K +29 +0%
PWS
236
Physician Wealth Solutions
Nevada
$5.12M -$14.5K -217 -0.3%
FFO
237
Fortitude Family Office
Arizona
$5.11M -$194K -2,906 -4%
IP
238
Integras Partners
Georgia
$5.1M -$72.6K -1,087 -1%
TCWM
239
Total Clarity Wealth Management
Illinois
$5.01M -$42.1K -630 -0.9%
FF
240
Frankly Finances
Florida
$5M – – –
EK
241
Evensky & Katz
Florida
$4.98M +$68K +1,018 +1%
AFC
242
Ares Financial Consulting
California
$4.97M +$28.3K +424 +0.6%
PAM
243
Pacific Asset Management
Washington
$4.94M -$9.89K -148 -0.2%
WFA
244
Woodward Financial Advisors
North Carolina
$4.9M +$4.69M +70,151 New
DPI
245
Diversified Portfolios Inc
Michigan
$4.87M – – –
PWMG
246
Private Wealth Management Group
New Jersey
$4.85M -$160K -2,393 -3%
LFA
247
Level Financial Advisors
New York
$4.84M +$16K +239 +0.3%
HIGP
248
Hill Investment Group Partners
Missouri
$4.82M -$11.9K -178 -0.3%
BJB
249
Broadhurst Jeffrey B
$4.82M -$619K -9,259 -12%
RWA
250
Rooted Wealth Advisors
Illinois
$4.8M +$406K +6,071 +10%
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