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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
826
CoreFirst Bank & Trust
Kansas
$31K – – –
EWM
827
Evermay Wealth Management
Virginia
$27.8K +$15K +224 +129%
UCB
828
United Community Bank
South Carolina
$26.4K – – –
T
829
Transce3nd
Texas
$25.6K – – –
CFSG
830
Community Financial Services Group
Vermont
$24.9K – – –
CCMI
831
Creative Capital Management Investments
California
$24.9K – – –
NB
832
NBT Bank
New York
$22.8K +$21.8K +326 New
GCM
833
Gables Capital Management
Florida
$22.3K – – –
MCM
834
MV Capital Management
Maryland
$22K +$21.1K +315 New
SWIM
835
Smallwood Wealth Investment Management
New Jersey
$21.6K – – –
WIM
836
Westside Investment Management
California
$21K – – –
CWP
837
Concord Wealth Partners
Virginia
$20.1K +$19.2K +288 New
EA
838
Evolution Advisers
Virginia
$20K +$19.2K +288 New
PAI
839
Pittenger & Anderson Inc
Nebraska
$17.7K – – –
GCP
840
Gill Capital Partners
Colorado
$12K -$61.3K -918 -84%
TC
841
Truvestments Capital
Florida
$11.5K – – –
1IA
842
1620 Investment Advisors
Massachusetts
$9.44K – – –
CAL
843
Capital Analysts LLC
Pennsylvania
$8K +$7.48K +112 New
CA
844
Continuum Advisory
Idaho
$7.13K +$6.82K +102 New
LF
845
LifeSteps Financial
California
$5.45K +$5.21K +78 New
TCOV
846
Trust Company of Vermont
Vermont
$3.98K +$3.81K +57 New
HI
847
Horizon Investments
North Carolina
$3.29K +$3.14K +47 New
WAS
848
Winch Advisory Services
Wisconsin
$3.09K – – –
TC
849
Trust Company
Kansas
$3.08K – – –
PWA
850
Physician Wealth Advisors
Utah
$2.52K – – –
32 33
34
35 36