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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
226
Passive Capital Management
Maryland
$4.93M +$119K +1,871 +2%
BDWCC
227
B&D White Capital Company
Texas
$4.9M -$1.12M -17,711 -18%
BJB
228
Broadhurst Jeffrey B
$4.88M -$92.5K -1,456 -2%
WWWM
229
White Wing Wealth Management
Texas
$4.85M -$306K -4,818 -6%
ACP
230
Aviance Capital Partners
Florida
$4.82M +$389K +6,126 +9%
FFO
231
Fortitude Family Office
Arizona
$4.75M +$456K +7,186 +10%
RFA
232
RTD Financial Advisors
Pennsylvania
$4.74M -$323K -5,089 -6%
VCA
233
Verdence Capital Advisors
Maryland
$4.72M – – –
BFC
234
Bedel Financial Consulting
Indiana
$4.69M +$548K +8,622 +13%
BP
235
BBR Partners
New York
$4.67M – – –
SHFA
236
SC&H Financial Advisors
Maryland
$4.66M -$103K -1,627 -2%
WKWM
237
Walter & Keenan Wealth Management
Indiana
$4.64M +$443K +6,974 +10%
IP
238
Integras Partners
Georgia
$4.63M +$4.3M +67,771 +1,069%
PWS
239
Physician Wealth Solutions
Nevada
$4.59M – – –
TCWM
240
Total Clarity Wealth Management
Illinois
$4.51M +$4.59M +72,272 New
PWMG
241
Private Wealth Management Group
New Jersey
$4.48M -$53.9K -849 -1%
FF
242
Frankly Finances
Florida
$4.47M – – –
AFC
243
Ares Financial Consulting
California
$4.43M +$282K +4,447 +7%
PAM
244
Pacific Asset Management
Washington
$4.43M -$198K -3,121 -4%
WFA
245
Woodward Financial Advisors
North Carolina
$4.42M -$259K -4,084 -5%
EWA
246
Elevate Wealth Advisory
Georgia
$4.4M -$82.2K -1,294 -2%
EK
247
Evensky & Katz
Florida
$4.39M -$161K -2,542 -3%
DPI
248
Diversified Portfolios Inc
Michigan
$4.35M -$98.9K -1,557 -2%
HWM
249
HB Wealth Management
Georgia
$4.34M -$41.1K -647 -0.9%
HIGP
250
Hill Investment Group Partners
Missouri
$4.32M – – –
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