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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
551
Vision Capital Management
Oregon
$317K – – –
CFO
552
Collective Family Office
Pennsylvania
$315K – – –
GWM
553
Geneos Wealth Management
Colorado
$314K – – –
WWM
554
Whalen Wealth Management
Nevada
$312K +$1.2K +21 +0.4%
CA
555
Clearstead Advisors
Ohio
$312K – – –
YWM
556
Yoder Wealth Management
California
$308K – – –
MWA
557
Midland Wealth Advisors
Illinois
$306K +$1.2K +21 +0.4%
KCM
558
Kathmere Capital Management
Pennsylvania
$305K – – –
ANB
559
Amarillo National Bank
Texas
$304K – – –
CWM
560
Castle Wealth Management
Florida
$304K -$20K -350 -6%
GA
561
Goldstein Advisors
Wisconsin
$296K – – –
KCM
562
KM Capital Management
Texas
$294K -$64.6K -1,129 -18%
KFP
563
Keener Financial Planning
Texas
$293K – – –
TP
564
Tranquility Partners
Tennessee
$292K +$20K +349 +7%
AI
565
Accredited Investors
Minnesota
$291K – – –
SI
566
Stephens Inc
Arkansas
$291K – – –
LFA
567
Legacy Financial Advisors
Kentucky
$290K +$298K +5,216 New
MSF
568
Mustard Seed Financial
Arkansas
$290K – – –
PC
569
Peavine Capital
Nevada
$289K – – –
TWP
570
Triad Wealth Partners
Kansas
$287K +$295K +5,160 New
TCM
571
Towneley Capital Management
California
$287K +$1.14K +20 +0.4%
SIC
572
SJS Investment Consulting
Ohio
$285K – – –
DI
573
Disciplined Investors
Texas
$285K +$295K +5,156 New
CWA
574
Cascade Wealth Advisors
Washington
$284K -$71.6K -1,251 -20%
PFP
575
Paragon Financial Partners
California
$283K -$291K -5,082 -50%
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