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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$26.1M +$2.51M +45,602 +10%
MML Investors Services
52
MML Investors Services
Massachusetts
$25.8M +$8.67M +157,513 +46%
EFA
53
Efficient Frontier Advisors
Connecticut
$25.7M +$118K +2,153 +0.4%
BHWM
54
Beaird Harris Wealth Management
Texas
$25.4M -$370K -6,718 -1%
TWA
55
TCI Wealth Advisors
Arizona
$25.2M -$599K -10,878 -2%
W
56
WPWealth
Texas
$24.5M -$583K -10,603 -2%
FG
57
Foster Group
Iowa
$23.9M -$138K -2,513 -0.5%
MFWP
58
Mosaic Family Wealth Partners
Missouri
$23.6M +$1.61M +29,226 +7%
PCI
59
Planning Center Inc
Illinois
$23.5M +$554K +10,062 +2%
SIMC
60
Squire Investment Management Company
Utah
$23.1M +$334K +6,074 +1%
MWM
61
Meritas Wealth Management
California
$22.5M -$445K -8,084 -2%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$22.4M +$1.01M +18,356 +4%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$22.2M +$842K +15,305 +4%
PWM
64
PBMares Wealth Management
Virginia
$22.2M +$528K +9,589 +2%
CL
65
Choreo LLC
Illinois
$22.1M -$3.34M -60,648 -12%
WG
66
Watchman Group
Texas
$22.1M -$1.21M -21,968 -5%
KAM
67
Kraft Asset Management
Tennessee
$22M -$2.16M -39,257 -8%
UBS Group
68
UBS Group
Switzerland
$22M +$185K +3,360 +0.8%
CSIA
69
Conrad Siegel Investment Advisors
Pennsylvania
$20.6M +$460K +8,354 +2%
AWM
70
AE Wealth Management
Kansas
$20.5M +$2.06M +37,430 +10%
Financial Engines Advisors
71
Financial Engines Advisors
California
$20.3M -$285K -5,172 -1%
BGWM
72
Bridge Generations Wealth Management
Florida
$20.2M +$779K +14,159 +4%
THL
73
Tillman Hartley LLC
Colorado
$20.2M -$550K -9,990 -2%
ACG
74
Allen Capital Group
Nebraska
$19.8M +$793K +14,418 +4%
LFA
75
Lauterbach Financial Advisors
Texas
$19.6M +$175K +3,178 +0.8%
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