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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$245K -$48.2K -875 -16%
BCM
602
Basso Capital Management
Connecticut
$245K -$316K -5,750 -55%
BFA
603
Beacon Financial Advisory
Ohio
$243K +$260K +4,719 New
CCA
604
Clarity Capital Advisors
Florida
$242K – – –
IWM
605
IHT Wealth Management
Illinois
$242K +$770 +14 +0.3%
GFP
606
Gryphon Financial Partners
Ohio
$241K – – –
PA
607
Procyon Advisors
Connecticut
$239K – – –
CIA
608
Concurrent Investment Advisors
Florida
$238K +$495 +9 +0.2%
SWP
609
Significant Wealth Partners
Illinois
$237K – – –
RI
610
Ridgewood Investments
New Jersey
$235K +$495 +9 +0.2%
EIG
611
Ellenbecker Investment Group
Wisconsin
$234K -$10.2K -185 -4%
QCM
612
QRG Capital Management
Illinois
$233K -$161K -2,922 -39%
KFI
613
Key Financial Inc
Pennsylvania
$233K – – –
DJSG
614
D.J. St. Germain
Massachusetts
$231K – – –
SCM
615
SCS Capital Management
Massachusetts
$229K +$245K +4,457 New
BB
616
Busey Bank
Illinois
$229K – – –
NC
617
North Capital
Utah
$224K +$240K +4,356 New
WWM
618
Woodside Wealth Management
Massachusetts
$222K +$238K +4,320 New
GM
619
GeoWealth Management
Illinois
$221K +$236K +4,297 New
BAAM
620
Baker Avenue Asset Management
California
$218K – – –
DWM
621
Drive Wealth Management
Utah
$217K +$232K +4,216 New
CSIC
622
Clifford Swan Investment Counsel
California
$216K – – –
FFM
623
Flagstone Financial Management
Nebraska
$212K – – –
SWM
624
SilverOak Wealth Management
Minnesota
$211K -$29.9K -544 -12%
GWM
625
GDS Wealth Management
Texas
$211K – – –
23 24
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