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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
226
Montag & Associates
Georgia
$1.49M – – –
FTUS
227
Flow Traders U.S.
New York
$1.48M +$1.4M +31,902 New
WFA
228
Websterrogers Financial Advisors
South Carolina
$1.47M -$182K -4,137 -12%
IAG
229
Investmark Advisory Group
Connecticut
$1.47M +$56K +1,276 +4%
AWM
230
Avior Wealth Management
Nebraska
$1.45M -$12.9K -294 -0.9%
QHA
231
Quarry Hill Advisors
Minnesota
$1.42M -$169K -3,861 -11%
LW
232
Lauer Wealth
Indiana
$1.37M +$1.23M +28,020 New
RFP
233
Root Financial Partners
California
$1.36M -$106K -2,419 -8%
VCM
234
Versant Capital Management
Arizona
$1.36M -$27.8K -634 -2%
TFA
235
Tobias Financial Advisors
Florida
$1.34M +$390K +8,877 +44%
MCA
236
Maryland Capital Advisors
Maryland
$1.34M +$340K +7,758 +37%
TF
237
TIAA FSB
Florida
$1.32M +$541K +12,319 +76%
IWM
238
IHT Wealth Management
Illinois
$1.3M +$1M +22,794 +441%
ZF
239
Zhang Financial
Michigan
$1.28M +$4.74K +108 +0.4%
OFP
240
OLIO Financial Planning
Virginia
$1.26M +$858K +19,545 +254%
EWP
241
Elevation Wealth Partners
California
$1.24M +$352K +8,031 +43%
2L
242
25 LLC
Missouri
$1.23M +$3.99K +91 +0.4%
SIAG
243
Safeguard Investment Advisory Group
California
$1.19M -$395K -9,000 -26%
MWM
244
Melfa Wealth Management
Massachusetts
$1.16M -$174K -3,967 -14%
MGIA
245
Moneta Group Investment Advisors
Missouri
$1.15M +$143K +3,261 +15%
JWA
246
JFS Wealth Advisors
Pennsylvania
$1.1M +$263 +6 +0%
OC
247
Oakworth Capital
Alabama
$1.06M – – –
OW
248
Olistico Wealth
Oklahoma
$1.05M +$307 +7 +0%
PWMG
249
Pioneer Wealth Management Group
Texas
$1.05M +$232K +5,290 +31%
SWM
250
Sanctuary Wealth Management
Idaho
$1.03M +$976K +22,232 New
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