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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
276
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.34M -$200K -3,435 -6%
JWM
277
Johnson Wealth Management
North Dakota
$3.3M -$20.1K -345 -0.6%
FIM
278
Freedom Investment Management
Connecticut
$3.29M -$11.7K -201 -0.4%
SW
279
Simplicity Wealth
New Jersey
$3.29M -$99.9K -1,712 -3%
MGIA
280
Moneta Group Investment Advisors
Missouri
$3.24M -$24K -412 -0.8%
KCWM
281
Kane Co Wealth Management
Iowa
$3.2M +$3.14M +53,777 New
AFG
282
Atomi Financial Group
New York
$3.18M -$168K -2,875 -5%
MFC
283
Morris Financial Concepts
South Carolina
$3.17M +$315K +5,394 +11%
OIA
284
OneDigital Investment Advisors
Kansas
$3.16M -$171K -2,937 -5%
FWM
285
Forteris Wealth Management
New York
$3.14M +$3.07M +52,662 New
SA
286
Sanctuary Advisors
Indiana
$3.06M +$1.12M +19,207 +60%
XPN
287
XY Planning Network
Montana
$3.02M -$355K -6,078 -11%
SPA
288
Sound Portfolio Advisors
Connecticut
$2.96M +$2.9M +49,689 New
SF
289
Strategent Financial
Virginia
$2.96M +$229K +3,916 +9%
RA
290
RFG Advisory
Alabama
$2.92M +$5.89K +101 +0.2%
GWL
291
Generations Wealth LLC
Ohio
$2.84M +$2.79M +47,775 New
RPA
292
Redwood Park Advisors
California
$2.81M +$312K +5,340 +13%
BI
293
BluePrint Investing
California
$2.81M +$2.76M +47,258 New
AC
294
Applied Capital
Arkansas
$2.78M – – –
WRPWM
295
Werba Rubin Papier Wealth Management
California
$2.77M +$25.7K +441 +1%
AWMM
296
Aegis Wealth Management (Maryland)
Maryland
$2.74M -$19.4K -333 -0.7%
AAA
297
AG Asset Advisory
California
$2.73M +$646K +11,064 +32%
PAG
298
Private Advisor Group
New Jersey
$2.66M +$757K +12,969 +41%
BI
299
Beckerman Institutional
New Jersey
$2.65M +$68.6K +1,176 +3%
E
300
Entelevest
Florida
$2.65M +$2.59M +44,450 New
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