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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
651
Midland Wealth Advisors
Illinois
$283K -$47.1K -807 -15%
CCA
652
Clarity Capital Advisors
Florida
$280K – – –
GFP
653
Gryphon Financial Partners
Ohio
$279K – – –
CIA
654
Concurrent Investment Advisors
Florida
$277K +$584 +10 +0.2%
TVPW
655
Third View Private Wealth
Connecticut
$276K +$271K +4,638 New
SWP
656
Significant Wealth Partners
Illinois
$275K – – –
FA
657
Fiduciary Alliance
South Carolina
$273K – – –
EIG
658
Ellenbecker Investment Group
Wisconsin
$272K +$408 +7 +0.2%
KFI
659
Key Financial Inc
Pennsylvania
$269K – – –
DWM
660
Destination Wealth Management
California
$264K – – –
SFGM
661
Stonebridge Financial Group (Missouri)
Missouri
$263K +$258K +4,418 New
NC
662
North Capital
Utah
$263K +$992 +17 +0.4%
WWM
663
Woodside Wealth Management
Massachusetts
$257K – – –
AI
664
Accredited Investors
Minnesota
$256K -$9.34K -160 -4%
GM
665
GeoWealth Management
Illinois
$256K – – –
VA
666
Vident Advisory
Georgia
$256K – – –
NP
667
NorthRock Partners
Minnesota
$253K +$248K +4,255 New
WTA
668
Washington Trust Advisors
Massachusetts
$253K +$817 +14 +0.3%
IA
669
Integrity Alliance
Iowa
$252K +$247K +4,230 New
DWS
670
Discipline Wealth Solutions
South Carolina
$251K -$472K -8,094 -66%
FFM
671
Flagstone Financial Management
Nebraska
$245K – – –
SWM
672
SilverOak Wealth Management
Minnesota
$244K – – –
DWM
673
Drive Wealth Management
Utah
$243K +$58 +1 +0%
GPW
674
Gentry Private Wealth
Kansas
$241K – – –
GA
675
GoalVest Advisory
New York
$241K +$236K +4,050 New
25 26
27
28 29