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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
751
GEM Asset Management
Michigan
$215K +$206K +3,082 New
SFP
752
Shepherd Financial Partners
Massachusetts
$215K +$206K +3,079 New
UWM
753
USAdvisors Wealth Management
Minnesota
$215K +$206K +3,085 New
WFA
754
WJ Financial Advisors
Connecticut
$215K +$205K +3,074 New
PS
755
Principal Securities
Iowa
$215K -$64.3K -962 -24%
WTB
756
Washington Trust Bank
Washington
$212K +$202K +3,026 New
CWM
757
Castle Wealth Management
Florida
$211K +$202K +3,022 New
DWP
758
Destiny Wealth Partners
Florida
$210K +$199K +2,976 New
BIM
759
Bridges Investment Management
Nebraska
$210K +$200K +3,000 New
FSA
760
Financial Security Advisor
Virginia
$209K +$200K +2,988 New
UB
761
UMB Bank
Missouri
$209K -$73.8K -1,104 -27%
OG
762
Odyssey Group
Pennsylvania
$208K +$199K +2,971 New
GFWA
763
Grey Fox Wealth Advisors
Delaware
$207K +$198K +2,960 New
AF
764
Advisornet Financial
Minnesota
$207K +$1.14K +17 +0.6%
AWP
765
Accretive Wealth Partners
New Jersey
$206K -$91.2K -1,365 -32%
ML
766
McAdam LLC
Pennsylvania
$205K +$196K +2,930 New
NPAN
767
Northeast Planning Associates NH
New Hampshire
$204K +$195K +2,912 New
FTWA
768
Fifth Third Wealth Advisors
Ohio
$203K +$194K +2,902 New
TI
769
tru Independence
Oregon
$202K +$194K +2,896 New
AO
770
Advisor OS
Illinois
$202K +$193K +2,890 New
MA
771
MJP Associates
Connecticut
$202K +$193K +2,890 New
EWP
772
E-Wealth Partners
Minnesota
$202K +$193K +2,890 New
FPW
773
Fairvoy Private Wealth
Alabama
$201K +$192K +2,874 New
HC
774
Hurley Capital
New York
$194K +$15.2K +228 +9%
PB
775
Prosperity Bancshares
Texas
$191K – – –
29 30
31
32 33