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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
251
Partners in Financial Planning
Virginia
$882K -$1.34K -29 -0.1%
FA
252
Fiducient Advisors
Illinois
$872K +$909K +19,595 New
BAM
253
Baldrige Asset Management
Pennsylvania
$871K +$101K +2,189 +13%
AWS
254
Atria Wealth Solutions
New York
$846K +$31.9K +687 +4%
RWM
255
Rockwood Wealth Management
Pennsylvania
$846K +$84.9K +1,831 +11%
CPIG
256
Chicago Partners Investment Group
Illinois
$833K +$133K +2,873 +18%
EWP
257
Elevation Wealth Partners
California
$831K +$866K +18,674 New
DWM
258
Dakota Wealth Management
Florida
$815K – – –
PB
259
Pinnacle Bancorp
Nebraska
$787K -$3.85K -83 -0.5%
AAS
260
Avantax Advisory Services
Texas
$780K +$169K +3,655 +26%
BFC
261
Bedel Financial Consulting
Indiana
$773K +$283K +6,099 +54%
PWMG
262
Pioneer Wealth Management Group
Texas
$768K +$82.3K +1,776 +11%
WP
263
Wealthspan Partners
Iowa
$766K +$192K +4,148 +32%
ASI
264
Advisory Services & Investments
Oregon
$756K -$9.27K -200 -1%
IPW
265
Intergy Private Wealth
Colorado
$741K -$974 -21 -0.1%
PMFA
266
Plante Moran Financial Advisors
Michigan
$734K -$52.3K -1,128 -6%
AAS
267
Ameritas Advisory Services
Nebraska
$734K -$544K -11,725 -42%
AA
268
Addison Advisors
Vermont
$734K -$33.3K -718 -4%
AWM
269
Apollon Wealth Management
South Carolina
$732K +$216K +4,656 +39%
TF
270
TIAA FSB
Florida
$718K -$40.9K -882 -5%
TNBTD
271
Trustmark National Bank Trust Department
Mississippi
$716K – – –
BCA
272
Bay Colony Advisors
Massachusetts
$705K +$386K +8,321 +107%
USCWA
273
U.S. Capital Wealth Advisors
Texas
$704K -$3.11K -67 -0.4%
MPAM
274
Murphy Pohlad Asset Management
Minnesota
$697K +$1.58K +34 +0.2%
CPSAC
275
Chas P. Smith & Associates (CPS)
Florida
$692K – – –
9 10
11
12 13