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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
126
FMB Wealth Management
California
$5.29M +$5.29M +120,442 New
DI
127
Disciplined Investments
Oklahoma
$5.29M +$254K +5,774 +5%
SWP
128
Stratos Wealth Partners
Ohio
$5.25M +$391K +8,913 +8%
AFG
129
Altiora Financial Group
Ohio
$5.22M +$5.21M +118,699 New
VCA
130
Verdence Capital Advisors
Maryland
$5.16M – – –
RCI
131
RS Crum Inc
California
$5.1M -$1.04M -23,584 -17%
RA
132
Rise Advisors
New York
$5.08M +$83.4K +1,899 +2%
SC
133
Schoolcraft Capital
Colorado
$5.04M +$427K +9,716 +9%
AWM
134
AE Wealth Management
Kansas
$5.01M +$872K +19,847 +21%
SFPM
135
Sensible Financial Planning & Management
Massachusetts
$5M +$16.9K +385 +0.3%
PCM
136
Passive Capital Management
Maryland
$4.96M +$309K +7,030 +7%
SSB
137
Sandy Spring Bank
Maryland
$4.91M +$130K +2,957 +3%
RLIM
138
Red Lighthouse Investment Management
New York
$4.84M +$4.84M +110,154 New
FWS
139
FinDec Wealth Services
California
$4.74M +$4.74M +107,891 New
GC
140
Gibson Capital
Pennsylvania
$4.58M -$2.68K -61 -0.1%
MFWP
141
Mosaic Family Wealth Partners
Missouri
$4.47M +$4.47M +101,691 New
B
142
BetterWealth
California
$4.45M -$127K -2,884 -3%
PWIA
143
Porter White Investment Advisors
Alabama
$4.44M +$4.44M +101,089 New
RSWM
144
Robertson Stephens Wealth Management
California
$4.39M – – –
TWD
145
True Wealth Design
Ohio
$4.24M +$4.24M +96,427 New
JWS
146
Juncture Wealth Strategies
Arizona
$4.15M -$356K -8,108 -8%
SC
147
Shearwater Capital
Colorado
$4.08M +$439 +10 +0%
WA
148
Wealthstream Advisors
New York
$3.96M +$40.7K +926 +1%
RFA
149
RTD Financial Advisors
Pennsylvania
$3.94M -$8.56K -195 -0.2%
UCFA
150
United Capital Financial Advisors
Texas
$3.88M -$123K -2,789 -3%
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