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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
501
Cascade Wealth Advisors
Washington
$774K +$468 +7 +0.1%
IFG
502
Independent Financial Group
California
$753K -$74.3K -1,112 -9%
ARA
503
Approach Retirement Advisors
Alabama
$748K -$5.61K -84 -0.8%
QCM
504
QRG Capital Management
Illinois
$746K +$713K +10,669 New
SFS
505
Strategic Financial Services
New York
$745K – – –
FFN
506
Focus Financial Network
Minnesota
$743K +$6.01K +90 +0.9%
CAM
507
CPA Asset Management
Florida
$740K -$90.6K -1,356 -11%
RFA
508
Rollins Financial Advisors
New York
$736K +$61.3K +918 +10%
WMS
509
Wealth Management Strategies
Pennsylvania
$730K +$2.14K +32 +0.3%
AC
510
AlphaCore Capital
California
$729K +$72.4K +1,083 +12%
CSP
511
Cary Street Partners
Virginia
$724K -$43.6K -653 -6%
LCM
512
Liberty Capital Management
Michigan
$720K +$689K +10,305 New
MSWM
513
McGlone Suttner Wealth Management
Wisconsin
$712K – – –
KP
514
Keel Point
Alabama
$711K – – –
MPW
515
MASECO Private Wealth
$709K +$67 +1 +0%
MHS
516
M Holdings Securities
Oregon
$703K -$6.22M -93,077 -90%
BI
517
Berkeley Inc
Idaho
$701K +$24.6K +368 +4%
NHC
518
Nicholas Hoffman & Company
Georgia
$691K – – –
RIP
519
RAM Investment Partners
Washington
$680K – – –
HSA
520
HBK Sorce Advisory
Pennsylvania
$678K – – –
AG
521
Ascent Group
Virginia
$676K +$411K +6,148 +175%
AWM
522
Arista Wealth Management
Nevada
$674K – – –
DWM
523
Diversify Wealth Management
Utah
$671K +$252K +3,770 +66%
DAS
524
Diversify Advisory Services
Utah
$671K +$633K +9,480 New
UCFA
525
United Capital Financial Advisors
Texas
$669K -$13.6K -203 -2%
19 20
21
22 23