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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
726
Level Four Advisory Services
Texas
$206K -$176K -2,774 -46%
NPFS
727
Novak & Powell Financial Services
Florida
$205K +$209K +3,290 New
FB
728
First Bancorp
Maine
$205K +$209K +3,286 New
4WM
729
49 Wealth Management
Texas
$205K +$208K +3,280 New
ODIJL
730
One Day In July LLC
Vermont
$205K +$208K +3,277 New
MW
731
Marble Wealth
Alabama
$204K +$208K +3,271 New
WFA
732
WestHill Financial Advisors
California
$204K +$207K +3,261 New
SRC
733
Sage Rhino Capital
California
$204K +$207K +3,260 New
IIM
734
Invariant Investment Management
Pennsylvania
$201K +$196K +3,090 New
AIM
735
Advyzon Investment Management
Illinois
$200K +$204K +3,207 New
FCU
736
Financial Concepts Unlimited
Maine
$200K +$203K +3,204 New
RTL
737
Red Tortoise LLC
Georgia
$198K – – –
RIL
738
Rothschild Investment LLC
Illinois
$195K – – –
CCWM
739
Cassaday & Co Wealth Management
Virginia
$193K +$196K +3,093 New
AF
740
Advisornet Financial
Minnesota
$184K +$381 +6 +0.2%
SEP
741
Signature Equity Partners
Ohio
$181K -$33.2K -523 -15%
PB
742
Prosperity Bancshares
Texas
$171K – – –
OA
743
Operose Advisors
Wisconsin
$169K +$46K +725 +36%
AWM
744
Abound Wealth Management
Tennessee
$165K +$21.8K +344 +15%
HC
745
Hurley Capital
New York
$159K +$445 +7 +0.3%
PGAM
746
Princeton Global Asset Management
New Jersey
$156K – – –
CA
747
Clearstead Advisors
Ohio
$156K – – –
FFG
748
Forum Finance Group
$155K +$195K +3,070 New
M
749
MOTCO
Texas
$147K – – –
CIAS
750
Capital Investment Advisory Services
North Carolina
$146K +$1.65K +26 +1%
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30
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