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Dimensional US Targeted Value ETF
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$501M +$503M +11,188,003 New
Creative Planning
2
Creative Planning
Kansas
$310M +$311M +6,917,227 New
SC
3
Savant Capital
Illinois
$142M +$142M +3,168,112 New
AWP
4
Abacus Wealth Partners
California
$82.1M +$82.4M +1,833,480 New
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$80.8M +$81M +1,804,140 New
PL
6
Plancorp LLC
Missouri
$79.6M +$79.8M +1,776,954 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$77.2M +$77.4M +1,723,666 New
MWM
8
Merriman Wealth Management
Washington
$75.6M +$75.8M +1,686,866 New
WCWM
9
Willow Creek Wealth Management
California
$67.2M +$67.4M +1,499,968 New
WFA
10
Wipfli Financial Advisors
Wisconsin
$60.8M +$60.9M +1,356,269 New
EAM
11
Evanson Asset Management
California
$52.9M +$53.1M +1,181,448 New
DY
12
Dowling & Yahnke
California
$48.5M +$48.6M +1,082,839 New
MWM
13
Modera Wealth Management
New Jersey
$46.5M +$46.6M +1,038,093 New
BDF
14
Balasa Dinverno & Foltz
$39.9M +$40M +890,594 New
HIGP
15
Hill Investment Group Partners
Missouri
$34.8M +$34.9M +776,696 New
CCM
16
Carlson Capital Management
Minnesota
$33.5M +$33.6M +747,293 New
CL
17
Choreo LLC
Illinois
$31.8M +$31.9M +710,223 New
TWA
18
TCI Wealth Advisors
Arizona
$30.6M +$30.6M +681,983 New
ADL
19
Asset Dedication LLC
California
$30.1M +$30.2M +671,545 New
FG
20
Foster Group
Iowa
$29.4M +$29.5M +656,300 New
EWM
21
Empirical Wealth Management
Washington
$25.9M +$25.9M +577,154 New
TFM
22
TFC Financial Management
Massachusetts
$25.8M +$25.9M +575,646 New
HighTower Advisors
23
HighTower Advisors
Illinois
$22.2M +$22.3M +496,161 New
TWP
24
TFO Wealth Partners
Ohio
$21M +$21.2M +472,542 New
JIC
25
Joel Isaacson & Co
New York
$19.5M +$19.5M +434,960 New
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