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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
601
Foster Dykema Cabot & Partners
Massachusetts
$54.3K – – –
CFS
602
CGC Financial Services
Oregon
$52.4K – – –
SN
603
Sittner & Nelson
Oregon
$52.2K – – –
HIIFS
604
Harel Insurance Investments & Financial Services
Israel
$47K +$46K +850 New
LIS
605
Legacy Investment Solutions
Idaho
$46.3K +$42.4K +784 New
LWMI
606
Legacy Wealth Management (Idaho)
Idaho
$46.3K +$42.4K +784 New
RDFA
607
Ritter Daniher Financial Advisory
Ohio
$46.3K -$26K -480 -37%
IFS
608
Intelligent Financial Strategies
Minnesota
$41.8K -$7.79K -144 -16%
BCWM
609
Bartlett & Co Wealth Management
Ohio
$41.7K – – –
TC
610
Truvestments Capital
Florida
$40.3K +$39.2K +725 New
ME
611
McIlrath & Eck
Washington
$39.7K +$54 +1 +0.1%
WP
612
WealthShield Partners
North Carolina
$39.6K – – –
SC
613
Steph & Co
Wisconsin
$39.6K – – –
MWM
614
Mascoma Wealth Management
New Hampshire
$32K – – –
IHWM
615
Iron Horse Wealth Management
Iowa
$31.9K +$31K +574 New
BFA
616
BBJS Financial Advisors
Washington
$31.8K +$108 +2 +0.4%
OLVIG
617
Oliver Lagore Vanvalin Investment Group
Michigan
$31.7K +$3.41K +63 +12%
TSMHT
618
Thurston Springer Miller Herd & Titak
Indiana
$30.2K – – –
PA
619
Parallel Advisors
California
$30.1K -$4.16K -77 -12%
SRCM
620
Signature Resources Capital Management
California
$28.2K – – –
BF
621
BOK Financial
Oklahoma
$23.3K – – –
AIC
622
Archer Investment Corporation
Indiana
$18.6K – – –
BMC
623
Bear Mountain Capital
Washington
$16.1K – – –
AP
624
Aspect Partners
Virginia
$11.5K -$433 -8 -4%
PA
625
Pineridge Advisors
Missouri
$10.7K +$54 +1 +0.5%
23 24
25
26 27