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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIGP
226
Hill Investment Group Partners
Missouri
$3.87M -$231K -4,538 -6%
WWWM
227
White Wing Wealth Management
Texas
$3.87M +$56K +1,100 +2%
LFA
228
Level Financial Advisors
New York
$3.78M -$98.1K -1,927 -3%
ACP
229
Aviance Capital Partners
Florida
$3.76M +$575K +11,283 +19%
EWA
230
Elevate Wealth Advisory
Georgia
$3.76M +$217K +4,257 +7%
EWA
231
EverSource Wealth Advisors
Alabama
$3.71M +$704K +13,822 +25%
WKWM
232
Walter & Keenan Wealth Management
Indiana
$3.71M -$1.44M -28,356 -29%
QFPS
233
Quantum Financial Planning Services
Washington
$3.68M +$836K +16,415 +32%
BCI
234
Brinker Capital Investments
Pennsylvania
$3.66M +$394K +7,732 +13%
WAM
235
Weinberger Asset Management
California
$3.52M +$382K +7,504 +13%
FC
236
Financial Consulate
Maryland
$3.47M -$3.64M -71,518 -53%
IIM
237
InTrack Investment Management
Vermont
$3.47M +$2.92M +57,250 +819%
MCA
238
Maryland Capital Advisors
Maryland
$3.43M +$765K +15,020 +31%
KA
239
Klingman & Associates
New York
$3.36M – – –
AFG
240
Atomi Financial Group
New York
$3.36M -$172K -3,374 -5%
TWP
241
Total Wealth Planning
Ohio
$3.35M -$94.7K -1,859 -3%
LWM
242
LJI Wealth Management
Indiana
$3.33M +$274K +5,375 +10%
SP
243
Symmetry Partners
Connecticut
$3.23M -$10.6K -208 -0.3%
SDWIA
244
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.23M +$43.2K +849 +1%
BEW
245
Burton Enright Welch
California
$3.22M +$2.47M +48,589 +441%
OIA
246
OneDigital Investment Advisors
Kansas
$3.2M -$554K -10,885 -15%
CW
247
Curio Wealth
Maryland
$3.12M +$2.94M +57,715 +125,467%
LOPW
248
Live Oak Private Wealth
North Carolina
$3.12M – – –
XPN
249
XY Planning Network
Montana
$3.07M +$795K +15,602 +38%
SRWM
250
Shira Ridge Wealth Management
California
$3.06M -$41.8K -821 -1%
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