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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
176
CGN Advisors
Kansas
$292K +$293K +6,525 New
FWM
177
Frontier Wealth Management
Missouri
$292K +$293K +6,526 New
VFP
178
Verus Financial Partners
Virginia
$285K +$298K +6,632 New
Brown Advisory
179
Brown Advisory
Maryland
$283K +$283K +6,307 New
Fidelity Investments
180
Fidelity Investments
Massachusetts
$282K +$283K +6,306 New
AC
181
Annandale Capital
Texas
$276K +$277K +6,158 New
MCM
182
Mitchell Capital Management
Kansas
$270K +$271K +6,036 New
BCA
183
Bay Colony Advisors
Massachusetts
$266K +$266K +5,928 New
SFS
184
Summit Financial Strategies
Ohio
$260K +$261K +5,801 New
AAS
185
Avantax Advisory Services
Texas
$260K +$261K +5,816 New
CG
186
Corundum Group
Colorado
$257K +$257K +5,728 New
CFO
187
Collective Family Office
Pennsylvania
$253K +$254K +5,658 New
GT
188
Greenleaf Trust
Michigan
$249K +$249K +5,547 New
LNC
189
Lincoln National Corp
Pennsylvania
$249K +$250K +5,569 New
FWI
190
Facet Wealth Inc
Maryland
$243K +$243K +5,420 New
MML Investors Services
191
MML Investors Services
Massachusetts
$235K +$235K +5,235 New
PC
192
Peavine Capital
Nevada
$232K +$233K +5,188 New
KIA
193
KCM Investment Advisors
California
$229K +$229K +5,107 New
KFI
194
Key Financial Inc
Pennsylvania
$226K +$230K +5,110 New
OC
195
Oakworth Capital
Alabama
$224K +$225K +4,999 New
LFAS
196
Level Four Advisory Services
Texas
$219K +$220K +4,894 New
Betterment LLC
197
Betterment LLC
New York
$214K +$214K +4,774 New
PO
198
Private Ocean
California
$213K +$213K +4,745 New
LIA
199
LBMC Investment Advisors
Tennessee
$207K +$208K +4,627 New
KF
200
Krilogy Financial
Missouri
$207K +$208K +4,629 New
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