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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
501
Montag & Associates
Georgia
$437K -$1.11M -21,746 -73%
MWM
502
Modern Wealth Management
Kansas
$428K – – –
CFG
503
Clayton Financial Group
Missouri
$428K -$119K -2,342 -23%
BFA
504
Benningfield Financial Advisors
California
$426K – – –
MMA
505
Miracle Mile Advisors
California
$419K +$2.8K +55 +0.7%
CT
506
Colonial Trust
South Carolina
$419K – – –
GT
507
Greenleaf Trust
Michigan
$416K – – –
MWC
508
MBM Wealth Consultants
Missouri
$410K – – –
RI
509
Ridgewood Investments
New Jersey
$402K +$147K +2,892 +63%
MEAC
510
M.E. Allison & Co
Texas
$401K +$204 +4 +0.1%
GWA
511
Geometric Wealth Advisors
District of Columbia
$397K – – –
PTC
512
Private Trust Company
Ohio
$396K -$11.2K -219 -3%
HIA
513
HTG Investment Advisors
Connecticut
$395K – – –
SCA
514
STALEY CAPITAL ADVISERS
Pennsylvania
$392K +$1.73K +34 +0.5%
DWM
515
Destination Wealth Management
California
$392K +$370K +7,261 New
BAM
516
Belpointe Asset Management
Nevada
$389K – – –
FCA
517
Fortis Capital Advisors
Kansas
$389K – – –
WCP
518
Wick Capital Partners
Pennsylvania
$387K -$142K -2,784 -39%
DFC
519
DBK Financial Counsel
Ohio
$386K – – –
TC
520
TownSquare Capital
Utah
$384K -$2.48M -48,735 -87%
ASN
521
Advisory Services Network
Georgia
$384K -$66.5K -1,305 -16%
RPCA
522
Running Point Capital Advisors
California
$383K – – –
SWM
523
Silverlake Wealth Management
Vermont
$379K +$358K +7,029 New
SHF
524
Stage Harbor Financial
Massachusetts
$375K – – –
IAN
525
Integrated Advisors Network
Texas
$369K +$13.2K +259 +4%
19 20
21
22 23