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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
651
Bannerstone Capital Management
Minnesota
$351K -$15.9K -238 -5%
MWM
652
McCartney Wealth Management
Missouri
$348K – – –
TP
653
Tranquility Partners
Tennessee
$346K -$52.9K -791 -14%
CPA
654
Cathy Pareto & Associates
Florida
$343K +$1.14K +17 +0.3%
CG
655
Corundum Group
Colorado
$343K -$78.4K -1,173 -19%
CFG
656
Citizens Financial Group
Rhode Island
$341K +$2.81K +42 +0.9%
DI
657
Disciplined Investors
Texas
$339K +$535 +8 +0.2%
DJSG
658
D.J. St. Germain
Massachusetts
$339K +$67 +1 +0%
SFGM
659
Stonebridge Financial Group (Missouri)
Missouri
$339K -$1.67K -25 -0.5%
NC
660
North Capital
Utah
$337K +$26.1K +390 +9%
SPWM
661
Smith Partners Wealth Management
North Carolina
$336K – – –
VA
662
VestGen Advisors
Illinois
$332K – – –
BBHC
663
Brown Brothers Harriman & Co
New York
$329K -$4.01K -60 -1%
CCA
664
Clarity Capital Advisors
Florida
$328K – – –
GFP
665
Gryphon Financial Partners
Ohio
$328K – – –
WSFS
666
Wilmington Savings Fund Society
Delaware
$325K -$43.4K -650 -12%
HNB
667
Huntington National Bank
Ohio
$325K -$7.42K -111 -3%
TVPW
668
Third View Private Wealth
Connecticut
$324K – – –
SWP
669
Significant Wealth Partners
Illinois
$322K – – –
ACM
670
AlphaStar Capital Management
North Carolina
$320K +$306K +4,585 New
OIM
671
Oder Investment Management
California
$310K +$16K +240 +6%
DWM
672
Destination Wealth Management
California
$310K – – –
WAP
673
Wealthcare Advisory Partners
Pennsylvania
$306K +$34.3K +513 +13%
WWM
674
Woodside Wealth Management
Massachusetts
$302K – – –
GM
675
GeoWealth Management
Illinois
$300K – – –
25 26
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