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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
451
Prudent Man Investment Management
Colorado
$901K – – –
DWM
452
Dakota Wealth Management
Florida
$885K -$82.4K -1,297 -8%
CPIG
453
Chicago Partners Investment Group
Illinois
$882K -$34K -535 -4%
CFO
454
CVA Family Office
Colorado
$881K – – –
KWM
455
Keebeck Wealth Management
Illinois
$877K – – –
FS
456
Financial Symmetry
North Carolina
$872K +$63.6K +1,002 +8%
SSW
457
Stone Summit Wealth
Florida
$872K -$9.84K -155 -1%
JWA
458
JFS Wealth Advisors
Pennsylvania
$871K +$191 +3 +0%
PB
459
Pinnacle Bancorp
Nebraska
$868K – – –
MWA
460
Medallion Wealth Advisors
Connecticut
$867K -$3.94K -62 -0.4%
GHA
461
Good Harbor Advisors
Massachusetts
$841K +$855K +13,465 New
SAG
462
SageView Advisory Group
California
$838K -$573K -9,027 -40%
CCM
463
Cloud Capital Management
Washington
$834K +$496K +7,816 +141%
PMFA
464
Plante Moran Financial Advisors
Michigan
$833K -$63.7K -1,003 -7%
SRWM
465
Shira Ridge Wealth Management
California
$824K -$17.3K -273 -2%
TFA
466
TandemGrowth Financial Advisors
Georgia
$823K – – –
SFM
467
Signet Financial Management
New Jersey
$823K – – –
BFG
468
Berger Financial Group
Minnesota
$822K -$4.89K -77 -0.6%
VAG
469
VisionPoint Advisory Group
Texas
$819K +$833K +13,116 New
AAS
470
Ameritas Advisory Services
Nebraska
$816K -$27.6K -434 -3%
FIA
471
Foundations Investment Advisors
Arizona
$814K +$7.56K +119 +0.9%
WF
472
WoodTrust Financial
Wisconsin
$803K +$140K +2,203 +21%
DFP
473
Donalies Financial Planning
District of Columbia
$803K -$1.46K -23 -0.2%
SIM
474
Stratos Investment Management
Ohio
$801K +$2.48K +39 +0.3%
BWS
475
BCR Wealth Strategies
Alabama
$799K – – –
17 18
19
20 21