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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Angeles Wealth Management
California
$152K -$10.3K -191 -7%
CAS
577
Coppell Advisory Solutions
Texas
$134K -$7.68K -142 -6%
M
578
MOTCO
Texas
$131K – – –
HI
579
Harbour Investments
Wisconsin
$129K +$216 +4 +0.2%
UB
580
UMB Bank
Missouri
$125K – – –
IRC
581
Investors Research Corp
Georgia
$125K – – –
PCMC
582
Private Capital Management (Colorado)
Colorado
$124K – – –
CFFP
583
Center for Financial Planning
Michigan
$117K – – –
GWS
584
Glassman Wealth Services
Virginia
$114K – – –
IAIM
585
International Assets Investment Management
Florida
$113K +$125K +2,313 New
HGA
586
Hobbs Group Advisors
South Carolina
$109K +$106K +1,968 New
NPP
587
New Potomac Partners
Maryland
$107K +$104K +1,928 New
CIR
588
Clear Investment Research
Georgia
$107K -$17K -314 -14%
CTC
589
Central Trust Company
Missouri
$99.1K +$26K +481 +37%
TCA
590
Trifecta Capital Advisors
Illinois
$84.1K – – –
CFO
591
CVA Family Office
Colorado
$83.2K – – –
GRP
592
Global Retirement Partners
California
$82.9K +$1.57K +29 +2%
CMP
593
Coston McIsaac & Partners
Maine
$79K +$324 +6 +0.4%
BOC
594
Bull Oak Capital
California
$74.6K -$4.16K -77 -5%
PCA
595
Providence Capital Advisors
North Carolina
$73.9K – – –
CT
596
Colonial Trust
South Carolina
$71.1K +$15.1K +279 +28%
FCG
597
Financial Connections Group
California
$65K – – –
SL
598
Salomon & Ludwin
Virginia
$61.6K -$33.2K -614 -36%
HR
599
Howe & Rusling
New York
$61.2K +$59.5K +1,101 New
SS
600
Sunbelt Securities
Texas
$57.6K – – –
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