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 (%)
XPN XY Planning Network Inc. XY Planning Network Inc.	44,333	$2.44M	$3.09M	$649,396.1	26.6%
SR Spencer Rand Five Oceans Advisors	8,977	$424,110.63	$625,786.67	$201,676.04	47.55%
SHT S. Hardy Taylor Heritage Investment Group Inc.	32,402	$1.54M	$2.27M	$724,574.02	46.92%
AWM Accurate Wealth Management LLC Accurate Wealth Management LLC	8,918	$512,382.25	$621,673.78	$109,291.53	21.33%
Kimberly Cappellano Private Wealth Asset Management LLC	1	$51.49	$70	$18.51	35.95%
SE Sima Elimelech Activest Wealth Management	52,084	$3.13M	$3.65M	$519,208.48	16.6%
EW Eddie Wilcox Rollins Financial Advisors LLC	9,607	$511,021.85	$672,730.17	$161,708.32	31.64%
KC Kasey Cook Maripau Wealth Management LLC	15,364	$930,966.71	$1.08M	$144,590.11	15.53%
MD Mike Damas MARYLAND CAPITAL ADVISORS Inc.	83,791	$4.29M	$5.92M	$1.62M	37.86%
SIM Studio Investment Management LLC Studio Investment Management LLC	84,444	$4.38M	$5.91M	$1.53M	34.92%
Bobby Adusumilli SJS Investment Consulting Inc.	3,336	$161,501.02	$233,836.92	$72,335.9	44.79%
Andrew J. Whalen Whalen Wealth Management Inc.	5,717	$299,833.89	$400,218.58	$100,384.69	33.48%
RL Rebecca Loeffler Corus Family Wealth Advisors	32,056	$1.73M	$2.24M	$513,743.93	29.69%
NW Nancy Williamson Helen Stephens Group LLC	536,210	$29.57M	$37.54M	$7.97M	26.96%
OFA Olalekan F. Adeduji Washington Trust Advisors Inc.	4,139	$240,949.81	$290,123.2	$49,173.39	20.41%
Marc Dacanay Geometric Wealth Advisors	6,522	$262,314.84	$456,344.34	$194,029.5	73.97%
Joseph Allaria CarsonAllaria Wealth Management Ltd.	26,819	$1.27M	$1.88M	$602,818.71	47.33%
KMT Kirk M. Tokheim Ameritas Advisory Services LLC	13,065	$777,890.1	$916,117.8	$138,227.7	17.77%
Jonathan Davison Austin Asset Management Co. Inc.	149,816	$7.12M	$10.48M	$3.37M	47.31%
JPM Justin P. Mason Keb Asset Management LLC	687,667	$32.32M	$48.42M	$16.1M	49.81%

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