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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
301
Maryland Capital Advisors
Maryland
$120K +$120K +2,584 New
CMBA
302
C.M. Bidwell & Associates
Hawaii
$118K +$117K +2,513 +8,106%
CFFP
303
Center for Financial Planning
Michigan
$117K – – –
IFS
304
Intelligent Financial Strategies
Minnesota
$117K – – –
PCA
305
Providence Capital Advisors
North Carolina
$113K – – –
CWM
306
Curi Wealth Management
North Carolina
$107K +$233 +5 +0.2%
UB
307
UMB Bank
Missouri
$105K – – –
PO
308
Private Ocean
California
$102K – – –
RDFA
309
Ritter Daniher Financial Advisory
Ohio
$88K – – –
RIM
310
Rockbridge Investment Management
New York
$78.2K +$20.3K +436 +35%
WWP
311
WR Wealth Planners
Missouri
$77.3K +$77.2K +1,659 New
MAWCM
312
Mine & Arao Wealth Creation & Management
California
$77K – – –
CIAS
313
Capital Investment Advisory Services
North Carolina
$59K +$6.15K +132 +12%
BA
314
Bellwether Advisors
Nebraska
$56K – – –
APA
315
American Portfolios Advisors
New York
$55.7K +$50.4K +1,083 +958%
CCM
316
Covington Capital Management
California
$55K – – –
OFG
317
Oxford Financial Group
Indiana
$51K – – –
GRP
318
Global Retirement Partners
California
$50K +$54.4K +1,169 New
CTC
319
Central Trust Company
Missouri
$49K – – –
MFA
320
McClarren Financial Advisors
Pennsylvania
$47K +$47.5K +1,021 New
SN
321
Sittner & Nelson
Oregon
$44K – – –
TWM
322
Tradition Wealth Management
Minnesota
$43K +$47 +1 +0.1%
SC
323
Steph & Co
Wisconsin
$41K – – –
AC
324
Asio Capital
Kentucky
$37K +$37.2K +800 New
MWM
325
Mascoma Wealth Management
New Hampshire
$31K – – –
11 12
13
14 15