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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
676
Marshall & Sterling Wealth Advisors
New York
$66.5K – – –
SN
677
Sittner & Nelson
Oregon
$65.5K – – –
BA
678
Bellwether Advisors
Nebraska
$65.1K – – –
FCG
679
Financial Connections Group
California
$63K – – –
AWM
680
Angeles Wealth Management
California
$60.6K – – –
TCA
681
Trifecta Capital Advisors
Illinois
$60.2K -$20.2K -396 -26%
HR
682
Howe & Rusling
New York
$59.4K – – –
SS
683
Sunbelt Securities
Texas
$57.7K +$52.8K +1,036 New
PWAM
684
Private Wealth Asset Management
Iowa
$54.4K -$296K -5,816 -85%
HFS
685
Hantz Financial Services
Michigan
$53K +$49.7K +976 New
FDCP
686
Foster Dykema Cabot & Partners
Massachusetts
$52.7K – – –
BIG
687
Brooklyn Investment Group
New York
$52.7K +$49.7K +976 New
CFS
688
CGC Financial Services
Oregon
$50.8K – – –
RDFA
689
Ritter Daniher Financial Advisory
Ohio
$44.9K – – –
IF
690
Integrity Financial
Wyoming
$42.4K +$4.69K +92 +13%
BCWM
691
Bartlett & Co Wealth Management
Ohio
$40.4K – – –
IFS
692
Intelligent Financial Strategies
Minnesota
$39.3K – – –
ME
693
McIlrath & Eck
Washington
$38.7K +$51 +1 +0.1%
WP
694
WealthShield Partners
North Carolina
$38.4K – – –
SC
695
Steph & Co
Wisconsin
$38.4K – – –
NRG
696
Nemes Rush Group
Michigan
$34.5K +$8.45K +166 +35%
MWM
697
Mascoma Wealth Management
New Hampshire
$31K – – –
EWA
698
EQ Wealth Advisors
Texas
$29.4K – – –
PA
699
Parallel Advisors
California
$29.2K – – –
RF
700
Rossby Financial
Florida
$29.2K +$1.07K +21 +4%
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28
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