Dimensional US Targeted Value ETF (DFAT)

Market Closed

17 Jul, 20:00

ARCA

70. 61

-0.54

-0.759%

14.42B Market Cap

0.84% Div Yield

268,700 Volume

$ 71.15

Previous Close

Investors:

TJD

+327

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Day Range

70.31 71.39

Year Range

52.83 71.39

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Dimensional US Targeted Value ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
AK Alisha Kamadia United Community Bank	377	$19,412	$26,823.55	$7,411.55	38.18%
Mark Romin Lakeshore Financial Planning, Inc.	129,865	$6.06M	$9.22M	$3.17M	52.3%
Courtney Haddad Concurrent Investment Advisors, LLC	11,146	$647,160.74	$793,037.9	$145,877.16	22.54%
Scott McMillan White Wing Wealth Management	76,449	$4.13M	$5.43M	$1.31M	31.63%
James Rankin Modern Wealth Management, LLC	7,967	$442,280.28	$566,852.05	$124,571.77	28.17%
Benj Foor Frazier Financial Advisors, LLC	3,605	$189,279.29	$256,495.75	$67,216.46	35.51%
Amir Har-El Savvy Advisors, Inc.	19,771	$1.2M	$1.41M	$210,304.92	17.58%
Cindi Hill Keener Financial Planning LLC	6,225	$332,574.91	$442,908.75	$110,333.84	33.18%
Owen McCabe Tyche Wealth Partners LLC	42,925	$2.56M	$3.05M	$497,813.76	19.47%
William Ramsay Financial Symmetry Inc	12,989	$709,888.23	$915,204.94	$205,316.71	28.92%
RLC Robyn L. Clarke Towneley Capital Management, Inc / DE	5,258	$275,762.05	$374,106.7	$98,344.65	35.66%
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC	19,137	$993,891.67	$1.36M	$367,705.88	37%
Setu Mazumdar Physician Wealth Solutions Inc.	73,270	$3.85M	$5.2M	$1.35M	35.19%
Taylor Wagner Valued Wealth Advisors LLC	105,387	$5.6M	$7.5M	$1.9M	33.95%
Mark Heider Peirce Capital Management, LLC	15,757	$824,726.95	$1.1M	$279,523.61	33.89%
Andy Bloom MB Generational Wealth, LLC	17,130	$896,820.81	$1.22M	$321,807.39	35.88%
SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC	1.49M	$89.71M	$105.9M	$16.2M	18.06%
Linda J. Farinola OMNI 360 Wealth, Inc.	168,765	$9.18M	$11.99M	$2.8M	30.54%
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC	5,579	$330,509.32	$396,471.63	$65,962.31	19.96%
JWM JPL Wealth Management LLC JPL Wealth Management, LLC	1,272	$79,437	$90,362.88	$10,925.88	13.75%

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