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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Abound Wealth Management
Tennessee
$94.3K +$92.3K +1,620 New
S
677
SignatureFD
Georgia
$93.6K +$57 +1 +0.1%
TIM
678
Tortoise Investment Management
New York
$90.2K – – –
CMP
679
Coston McIsaac & Partners
Maine
$84K – – –
WT
680
Whittier Trust
California
$78.2K +$57 +1 +0.1%
PCA
681
Providence Capital Advisors
North Carolina
$77.4K – – –
AFG
682
Albion Financial Group
Utah
$75.7K – – –
CFFP
683
Center for Financial Planning
Michigan
$75.7K – – –
JWM
684
JPL Wealth Management
Colorado
$74K +$72.5K +1,272 New
RWS
685
Retirement Wealth Solutions
Wisconsin
$72K +$70.5K +1,237 New
MSWA
686
Marshall & Sterling Wealth Advisors
New York
$71.8K – – –
ME
687
McIlrath & Eck
Washington
$71.3K +$28.9K +507 +71%
SN
688
Sittner & Nelson
Oregon
$70.6K – – –
AWM
689
Angeles Wealth Management
California
$65.4K – – –
TCA
690
Trifecta Capital Advisors
Illinois
$65K – – –
HR
691
Howe & Rusling
New York
$64.1K – – –
PWAM
692
Private Wealth Asset Management
Iowa
$58.7K – – –
HFS
693
Hantz Financial Services
Michigan
$57K – – –
AAP
694
Arax Advisory Partners
Colorado
$56.9K -$16.3K -287 -23%
FDCP
695
Foster Dykema Cabot & Partners
Massachusetts
$56.8K – – –
CFS
696
CGC Financial Services
Oregon
$54.8K – – –
IWP
697
IAG Wealth Partners
Wisconsin
$49.6K +$37.8K +663 +351%
RDFA
698
Ritter Daniher Financial Advisory
Ohio
$48.4K – – –
NRG
699
Nemes Rush Group
Michigan
$46.4K +$8.88K +156 +24%
IF
700
Integrity Financial
Wyoming
$45.8K – – –
26 27
28
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