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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
226
Keel Point
Alabama
$2.33M +$875 +17 +0%
CAC
227
Certified Advisory Corp
Florida
$2.3M -$164K -3,190 -7%
OFP
228
OLIO Financial Planning
Virginia
$2.29M -$37.5K -728 -2%
AC
229
Applied Capital
Arkansas
$2.29M +$3.6K +70 +0.1%
TC
230
TownSquare Capital
Utah
$2.25M -$17K -331 -0.8%
MWM
231
Mattern Wealth Management
Kansas
$2.18M +$618 +12 +0%
ACP
232
Aviance Capital Partners
Florida
$2.14M +$433K +8,416 +27%
AHL
233
Abel Hall LLC
Louisiana
$2.1M -$3.35K -65 -0.2%
MW
234
Marcum Wealth
Ohio
$2.09M -$56.1K -1,090 -3%
BA
235
Bridgewater Advisors
New York
$2.08M -$6.13K -119 -0.3%
IAG
236
Investmark Advisory Group
Connecticut
$2.03M +$14.4K +279 +0.8%
GJIA
237
Glass Jacobson Investment Advisors
Maryland
$2.03M +$47.7K +927 +3%
CSWM
238
Cassady Schiller Wealth Management
Ohio
$2.02M -$18.5K -360 -1%
WAM
239
Weinberger Asset Management
California
$2.01M +$409K +7,938 +27%
FWM
240
Fortress Wealth Management
California
$1.97M +$489K +9,498 +36%
RWA
241
Rooted Wealth Advisors
Illinois
$1.96M +$51.1K +993 +3%
CWM
242
Concentrum Wealth Management
California
$1.96M +$1.85M +35,990 New
CPWM
243
Cypress Point Wealth Management
Texas
$1.96M -$3.53M -68,514 -66%
PAG
244
Private Advisor Group
New Jersey
$1.95M -$620K -12,051 -25%
AAS
245
Avantax Advisory Services
Texas
$1.92M +$747K +14,510 +70%
CFP
246
Cascade Financial Partners
California
$1.92M +$1.92M +37,346 New
FCI
247
Financial Counselors Inc
Kansas
$1.91M +$1.81M +35,076 New
FFO
248
Fortitude Family Office
Arizona
$1.84M +$618K +12,005 +55%
FSWA
249
Financial Synergies Wealth Advisors
Texas
$1.82M -$445K -8,644 -21%
WCA
250
Waypoint Capital Advisors
Minnesota
$1.81M – – –
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