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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
201
Mills Wealth Advisors
Texas
$4.74M +$645K +11,712 +15%
CWA
202
CogentBlue Wealth Advisors
Tennessee
$4.72M -$268K -4,869 -5%
TC
203
TAGStone Capital
North Carolina
$4.5M -$352K -6,392 -7%
CIAS
204
CFS Investment Advisory Services
New Jersey
$4.48M -$225K -4,080 -4%
PWIA
205
Porter White Investment Advisors
Alabama
$4.34M -$55.8K -1,014 -1%
SC
206
Shearwater Capital
Colorado
$4.3M -$50.9K -925 -1%
VF
207
Vestment Financial
Minnesota
$4.22M +$454K +8,254 +11%
PWM
208
Parkworth Wealth Management
California
$4.22M +$9.24K +168 +0.2%
RFA
209
RTD Financial Advisors
Pennsylvania
$4.18M -$203K -3,692 -4%
CA
210
Claris Advisors
Missouri
$4.17M +$2.15K +39 +0%
PAM
211
Pacific Asset Management
Washington
$4.15M -$31.5K -572 -0.7%
FFO
212
Fortitude Family Office
Arizona
$4.13M +$813K +14,767 +23%
VCA
213
Verdence Capital Advisors
Maryland
$4.13M – – –
VWA
214
Valued Wealth Advisors
Utah
$4.04M +$29K +527 +0.7%
PWMG
215
Private Wealth Management Group
New Jersey
$4.03M -$167K -3,040 -4%
SHFA
216
SC&H Financial Advisors
Maryland
$4M +$21.9K +398 +0.5%
BCA
217
Bay Colony Advisors
Massachusetts
$3.99M -$213K -3,871 -5%
HIGP
218
Hill Investment Group Partners
Missouri
$3.93M -$27.3M -495,786 -87%
BH
219
Burk Holdings
Oklahoma
$3.89M +$216K +3,923 +5%
BP
220
BBR Partners
New York
$3.85M – – –
EK
221
Evensky & Katz
Florida
$3.8M -$40.2K -730 -1%
DPI
222
Diversified Portfolios Inc
Michigan
$3.77M -$5.28K -96 -0.1%
VPF
223
Vantage Point Financial
Illinois
$3.75M +$320K +5,824 +9%
LFA
224
Level Financial Advisors
New York
$3.71M -$26.2K -477 -0.7%
WA
225
Wealthstream Advisors
New York
$3.71M -$63.7K -1,157 -2%
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