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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
551
AWM Capital
Arizona
$316K -$64.2K -1,167 -16%
FCH
552
Freestone Capital Holdings
Washington
$316K +$337K +6,131 New
PP
553
PrairieView Partners
Minnesota
$313K -$1.1K -20 -0.3%
LFAS
554
Level Four Advisory Services
Texas
$313K +$550 +10 +0.2%
CFO
555
Collective Family Office
Pennsylvania
$312K +$22K +400 +7%
MCM
556
Mitchell Capital Management
Kansas
$311K – – –
RWM
557
Rialto Wealth Management
New York
$309K -$37.9K -689 -10%
NA
558
Nautilus Advisors
California
$309K +$330K +5,995 New
GAM
559
GEM Asset Management
Michigan
$307K +$770 +14 +0.2%
SAM
560
Sequent Asset Management
Texas
$305K – – –
SSC
561
Syverson Strege & Co
Iowa
$301K -$53.5K -973 -14%
AIS
562
Accredited Investor Services
Minnesota
$297K +$385 +7 +0.1%
TA
563
TFB Advisors
Kansas
$296K -$10.8K -196 -3%
TCA
564
Transcend Capital Advisors
New Jersey
$295K +$315K +5,720 New
VFP
565
Verus Financial Partners
Virginia
$294K -$28.4K -516 -8%
VCM
566
Vision Capital Management
Oregon
$293K – – –
CA
567
CGN Advisors
Kansas
$291K +$312K +5,661 New
WWM
568
Whalen Wealth Management
Nevada
$290K +$936 +17 +0.3%
CA
569
Clearstead Advisors
Ohio
$289K – – –
AFAS
570
Acorn Financial Advisory Services
Virginia
$288K -$8.37K -152 -3%
YWM
571
Yoder Wealth Management
California
$285K – – –
MWA
572
Midland Wealth Advisors
Illinois
$284K +$936 +17 +0.3%
KCM
573
Kathmere Capital Management
Pennsylvania
$283K – – –
ANB
574
Amarillo National Bank
Texas
$281K – – –
BW
575
BIP Wealth
Georgia
$279K +$95.6K +1,737 +47%
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