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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
351
Parkside Financial Bank & Trust
Missouri
$420K +$14.3K +301 +3%
CAMG
352
CWA Asset Management Group
Florida
$417K -$2.14K -45 -0.5%
SAM
353
Secure Asset Management
Michigan
$416K – – –
BBNB
354
Baker Boyer National Bank
Washington
$415K – – –
AC
355
AlphaCore Capital
California
$414K +$314K +6,611 +270%
LNWWM
356
Laird Norton Wetherby Wealth Management
California
$413K – – –
SOAG
357
Silver Oak Advisory Group
Oregon
$410K – – –
WP
358
Westmount Partners
California
$406K – – –
FA
359
Fortis Advisors
Pennsylvania
$396K +$1.61K +34 +0.4%
GA
360
Greenspring Advisors
Maryland
$391K – – –
SSW
361
Stone Summit Wealth
Florida
$390K +$33.2K +700 +9%
CIAS
362
Capital Investment Advisory Services
North Carolina
$388K +$60.5K +1,273 +18%
TIM
363
Tortoise Investment Management
New York
$387K +$59.4K +1,250 +17%
EF
364
Exeter Financial
Arizona
$384K +$1.57K +33 +0.4%
SFM
365
Signet Financial Management
New Jersey
$378K – – –
BWM
366
Baystate Wealth Management
Massachusetts
$377K +$392K +8,247 New
LIA
367
LBMC Investment Advisors
Tennessee
$373K +$855 +18 +0.2%
CSIA
368
Conrad Siegel Investment Advisors
Pennsylvania
$368K +$1.43K +30 +0.4%
HCM
369
Hutchinson Capital Management
California
$366K +$5.32K +112 +1%
RWM
370
Revisor Wealth Management
Ohio
$359K – – –
TFS
371
Thoroughbred Financial Services
Tennessee
$356K +$128K +2,705 +53%
MMA
372
Miracle Mile Advisors
California
$349K – – –
GWA
373
Geometric Wealth Advisors
District of Columbia
$349K – – –
CFG
374
Citizens Financial Group
Rhode Island
$343K +$131K +2,757 +58%
SSC
375
Syverson Strege & Co
Iowa
$342K +$5.89K +124 +2%
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