We are live on ! Find out more
DFAT icon

U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
251
Momentum Advisors
New York
$821K +$378K +8,603 +85%
ICG
252
InterOcean Capital Group
Tennessee
$818K – – –
NHC
253
Nicholas Hoffman & Company
Georgia
$814K – – –
SWM
254
Sanctuary Wealth Management
Idaho
$812K +$182K +4,143 +29%
AWS
255
Atria Wealth Solutions
New York
$806K +$218K +4,952 +37%
DWM
256
Dakota Wealth Management
Florida
$805K -$6.81K -155 -0.8%
CPIG
257
Chicago Partners Investment Group
Illinois
$795K +$202K +4,595 +40%
PB
258
Pinnacle Bancorp
Nebraska
$781K +$115K +2,615 +17%
SHWM
259
Silicon Hills Wealth Management
Texas
$775K +$287K +6,543 +59%
PMFA
260
Plante Moran Financial Advisors
Michigan
$775K +$264 +6 +0%
BAM
261
Baldrige Asset Management
Pennsylvania
$764K +$51.2K +1,165 +7%
AA
262
Addison Advisors
Vermont
$756K +$10.3K +234 +1%
ASI
263
Advisory Services & Investments
Oregon
$756K -$197K -4,477 -21%
RWM
264
Rockwood Wealth Management
Pennsylvania
$755K +$97.1K +2,210 +15%
TF
265
TIAA FSB
Florida
$748K -$47.7K -1,086 -6%
IPW
266
Intergy Private Wealth
Colorado
$733K -$48.4K -1,102 -6%
TNBTD
267
Trustmark National Bank Trust Department
Mississippi
$707K – – –
USCWA
268
U.S. Capital Wealth Advisors
Texas
$698K +$170K +3,867 +32%
MPAM
269
Murphy Pohlad Asset Management
Minnesota
$687K -$40.2K -915 -6%
CPSAC
270
Chas P. Smith & Associates (CPS)
Florida
$684K – – –
RF
271
Resolute Financial
Massachusetts
$682K -$43.4K -989 -6%
WIM
272
Warwick Investment Management
Texas
$682K +$2.68K +61 +0.4%
FWP
273
Falcon Wealth Planning
California
$682K +$132 +3 +0%
PWMG
274
Pioneer Wealth Management Group
Texas
$681K +$680K +15,491 New
SPC
275
Sigma Planning Corp
Michigan
$676K -$25.1K -571 -4%
9 10
11
12 13