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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Whittier Trust
801
Whittier Trust
California
USD 92.7 k – – –
Albion Financial Group
802
Albion Financial Group
Utah
USD 90.9 k – – –
Center for Financial Planning
803
Center for Financial Planning
Michigan
USD 90.9 k – – –
JWM
804
JPL Wealth Management
Colorado
USD 88.9 k – – –
RWS
805
Retirement Wealth Solutions
Wisconsin
USD 86.5 k – – –
MSWA
806
Marshall & Sterling Wealth Advisors
New York
USD 86.2 k – – –
SN
807
Sittner & Nelson
Oregon
USD 84.8 k – – –
JAWA
808
John A. Wolfe & Associates
Michigan
USD 81.6 k +USD 267 +4 +0.3%
Parallel Advisors
809
Parallel Advisors
California
USD 81.5 k +USD 23.7 k +355 +44%
Trifecta Capital Advisors
810
Trifecta Capital Advisors
Illinois
USD 78 k – – –
CH
811
CDKV Holdings
Colorado
USD 74.2 k – – –
GTAM
812
Global Trust Asset Management
Florida
USD 69.9 k – – –
Foster Dykema Cabot & Partners
813
Foster Dykema Cabot & Partners
Massachusetts
USD 68.2 k – – –
DF
814
Downshift Financial
Colorado
USD 66.2 k +USD 63.3 k +947 Nuevas
CFS
815
CGC Financial Services
Oregon
USD 65.8 k – – –
Vanguard Advisers Inc
816
Vanguard Advisers Inc
Pennsylvania
USD 60.7 k – – –
IAG Wealth Partners
817
IAG Wealth Partners
Wisconsin
USD 59.6 k – – –
TWM
818
Timmons Wealth Management
Massachusetts
USD 58.3 k – – –
Ritter Daniher Financial Advisory
819
Ritter Daniher Financial Advisory
Ohio
USD 58.2 k – – –
PWM
820
Peterson Wealth Management
Nevada
USD 57.2 k +USD 134 +2 +0.2%
CB
821
Centennial Bank
Arkansas
USD 56.3 k +USD 53.9 k +806 Nuevas
Bartlett & Co Wealth Management
822
Bartlett & Co Wealth Management
Ohio
USD 52.4 k – – –
SC
823
Steph & Co
Wisconsin
USD 49.7 k – – –
TCM
824
Tradewinds Capital Management
Washington
USD 43.1 k -USD 69 k -1,032 -63%
MWM
825
Mascoma Wealth Management
New Hampshire
USD 40.2 k – – –
31 32
33
34 35