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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$61.5M -$2.19M -38,468 -3%
AF
27
Allworth Financial
California
$57M +$3.02M +53,063 +6%
SM
28
Sensible Money
Arizona
$56.2M +$3.55M +62,401 +7%
TH
29
Team Hewins
California
$54.2M -$2.53M -44,465 -5%
EWM
30
Empirical Wealth Management
Washington
$52.8M -$924K -16,224 -2%
Corient Private Wealth
31
Corient Private Wealth
Florida
$51.1M -$79M -1,387,784 -61%
PWP
32
Parkwoods Wealth Partners
New York
$49.6M +$12.1M +212,382 +33%
BAM
33
Bayshore Asset Management
Florida
$48.8M +$22.3K +392 +0%
Mariner
34
Mariner
Kansas
$47.4M -$2.6M -45,723 -5%
RIM
35
RW Investment Management
Idaho
$46.5M -$48.3M -848,422 -52%
SWA
36
Sax Wealth Advisors
New Jersey
$45.9M -$2.72M -47,685 -6%
MWM
37
Modera Wealth Management
New Jersey
$45.3M -$980K -17,199 -2%
PFM
38
Phillips Financial Management
Indiana
$44.4M +$3.16M +55,406 +8%
CPA
39
Capital Performance Advisors
California
$43.5M -$1.66M -29,200 -4%
GWWM
40
Great Waters Wealth Management
Minnesota
$42.8M +$2.53M +44,391 +6%
JIC
41
Joel Isaacson & Co
New York
$42.6M +$406K +7,127 +1%
MWA
42
Monograph Wealth Advisors
California
$40.4M +$6.13M +107,607 +18%
KAM
43
KEB Asset Management
Illinois
$40.1M -$166K -2,909 -0.4%
TWM
44
Tumwater Wealth Management
Idaho
$35.2M -$259K -4,551 -0.7%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$33.8M +$4.19M +73,607 +15%
JP Morgan Chase
46
JP Morgan Chase
New York
$33.4M +$2.19M +38,371 +7%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$32.2M -$2.77M -48,567 -8%
EFP
48
EnRich Financial Partners
Wisconsin
$30.8M +$111K +1,950 +0.4%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$30.2M -$78.4M -1,376,323 -73%
HSG
50
Helen Stephens Group
Texas
$29.6M +$946K +16,617 +3%
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