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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
726
Register Financial Advisors
Georgia
$234K +$223K +3,342 New
SIC
727
SJS Investment Consulting
Ohio
$233K – – –
CCM
728
Canal Capital Management
Virginia
$233K +$735 +11 +0.3%
RWM
729
Raffa Wealth Management
District of Columbia
$232K – – –
WC
730
Weil Company
California
$232K – – –
BRIA
731
Balanced Rock Investment Advisors
Massachusetts
$231K -$1.27K -19 -0.6%
LFAS
732
Level Four Advisory Services
Texas
$231K +$735 +11 +0.3%
EWM
733
Elmwood Wealth Management
California
$230K – – –
NPFS
734
Novak & Powell Financial Services
Florida
$230K – – –
FB
735
First Bancorp
Maine
$230K – – –
ODIJL
736
One Day In July LLC
Vermont
$229K – – –
MW
737
Marble Wealth
Alabama
$229K – – –
JWCA
738
J.W. Cole Advisors
Florida
$228K -$11.2K -167 -5%
WFA
739
WestHill Financial Advisors
California
$228K – – –
SRC
740
Sage Rhino Capital
California
$227K -$401 -6 -0.2%
FNBOO
741
First National Bank of Omaha
Nebraska
$226K +$216K +3,237 New
SEP
742
Signature Equity Partners
Ohio
$225K +$20.9K +313 +11%
FCU
743
Financial Concepts Unlimited
Maine
$224K – – –
SFP
744
Sterling Financial Planning
New Jersey
$223K +$213K +3,194 New
AAS
745
Ameritas Advisory Services
Nebraska
$223K -$660K -9,879 -76%
CCWM
746
Cassaday & Co Wealth Management
Virginia
$222K +$5.48K +82 +3%
RIL
747
Rothschild Investment LLC
Illinois
$218K – – –
WA
748
Winter & Associates
Minnesota
$217K -$57.8K -865 -22%
KCP
749
Kera Capital Partners
California
$217K -$79.7K -1,192 -28%
IIM
750
Invariant Investment Management
Pennsylvania
$216K – – –
28 29
30
31 32