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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$51.3M +$837K +15,475 +2%
MWM
27
Merriman Wealth Management
Washington
$51.2M +$460K +8,514 +0.9%
SWA
28
Sax Wealth Advisors
New Jersey
$49.8M -$293K -5,411 -0.6%
MWM
29
Modera Wealth Management
New Jersey
$48.5M -$478K -8,845 -1%
LPL Financial
30
LPL Financial
California
$48.2M +$5.23M +96,674 +13%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$47.9M +$4.84M +89,475 +12%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$47.5M -$1.36M -25,205 -3%
EWM
33
Empirical Wealth Management
Washington
$47.1M +$348K +6,429 +0.8%
BAM
34
Bayshore Asset Management
Florida
$46.3M -$2.91M -53,745 -6%
MWA
35
Monograph Wealth Advisors
California
$45M +$4.03M +74,516 +10%
CPA
36
Capital Performance Advisors
California
$44.7M -$503K -9,303 -1%
SFA
37
Sequoia Financial Advisors
Ohio
$43.6M +$1.57M +29,087 +4%
MPM
38
MBB Public Markets
Illinois
$42.8M +$2.38M +44,012 +6%
SM
39
Sensible Money
Arizona
$41.7M +$1.27M +23,554 +3%
Cerity Partners
40
Cerity Partners
New York
$39.4M +$2.29M +42,423 +6%
JIC
41
Joel Isaacson & Co
New York
$36.5M +$231K +4,276 +0.7%
Mariner
42
Mariner
Kansas
$35M +$2.57M +47,516 +8%
KAM
43
KEB Asset Management
Illinois
$35M -$16.6K -307 -0%
AF
44
Allworth Financial
California
$34.7M +$5.54M +102,490 +20%
GWWM
45
Great Waters Wealth Management
Minnesota
$33.9M +$4.27M +78,985 +15%
HIGP
46
Hill Investment Group Partners
Missouri
$32.8M +$100K +1,856 +0.3%
PWP
47
Parkwoods Wealth Partners
New York
$31.5M +$30.7M +566,906 New
TFM
48
TFC Financial Management
Massachusetts
$30.1M +$102K +1,878 +0.3%
AssetMark Inc
49
AssetMark Inc
California
$29.6M +$666K +12,322 +2%
EFP
50
EnRich Financial Partners
Wisconsin
$28.8M +$327K +6,043 +1%
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