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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$2.81M +$2.81M +62,655 New
UBS Group
77
UBS Group
Switzerland
$2.67M +$2.68M +59,593 New
EH
78
Equitable Holdings
New York
$2.6M +$2.61M +58,098 New
Stifel Financial
79
Stifel Financial
Missouri
$2.6M +$2.6M +57,933 New
Northern Trust
80
Northern Trust
Illinois
$2.56M +$2.57M +57,115 New
V
81
Veritable
Delaware
$2.28M +$2.29M +50,925 New
BA
82
Bridgewater Advisors
New York
$2.2M +$2.21M +49,188 New
Citadel Advisors
83
Citadel Advisors
Florida
$2.18M +$2.19M +48,751 New
Mariner
84
Mariner
Kansas
$2.18M +$2.19M +48,701 New
NWM
85
Northwest Wealth Management
Iowa
$2.18M +$2.18M +48,606 New
SCM
86
SOL Capital Management
Maryland
$2.02M +$2.02M +45,026 New
RJA
87
Raymond James & Associates
Florida
$1.94M +$1.95M +43,297 New
EWA
88
Exencial Wealth Advisors
Oklahoma
$1.91M +$1.92M +42,641 New
FSWA
89
Financial Synergies Wealth Advisors
Texas
$1.9M +$1.91M +42,419 New
MWPCG
90
Measured Wealth Private Client Group
New Hampshire
$1.83M +$1.83M +40,813 New
US Bancorp
91
US Bancorp
Minnesota
$1.73M +$1.73M +38,505 New
DADC
92
D.A. Davidson & Co
Montana
$1.7M +$1.7M +37,937 New
Truist Financial
93
Truist Financial
North Carolina
$1.7M +$1.71M +37,958 New
OPS
94
Orion Portfolio Solutions
Nebraska
$1.7M +$1.7M +37,905 New
WFA
95
Websterrogers Financial Advisors
South Carolina
$1.68M +$1.81M +40,286 New
AWM
96
Avior Wealth Management
Nebraska
$1.63M +$1.64M +36,439 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$1.47M +$1.46M +32,538 New
MWM
98
Mission Wealth Management
California
$1.47M +$1.47M +32,750 New
MA
99
Montag & Associates
Georgia
$1.44M +$1.44M +32,030 New
JWA
100
JFS Wealth Advisors
Pennsylvania
$1.36M +$1.37M +30,428 New
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