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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
251
Sanctuary Wealth Management
Idaho
$1.03M +$976K +22,232 New
MWM
252
Mission Wealth Management
California
$995K -$3.38K -77 -0.4%
NL
253
NWAM LLC
Washington
$990K +$936K +21,335 New
BTWM
254
Baker Tilly Wealth Management
Wisconsin
$969K -$2.33K -53 -0.3%
WAM
255
Weinberger Asset Management
California
$954K +$250K +5,703 +38%
WFA
256
WMG Financial Advisors
Tennessee
$953K +$221K +5,033 +32%
BCM
257
Basso Capital Management
Connecticut
$942K – – –
CWM
258
Curi Wealth Management
North Carolina
$940K +$1.32K +30 +0.1%
MWP
259
Meredith Wealth Planning
Illinois
$931K +$3.86K +88 +0.4%
PIFP
260
Partners in Financial Planning
Virginia
$921K +$1.98K +45 +0.2%
FWM
261
Fortress Wealth Management
California
$914K -$185K -4,217 -18%
FA
262
Fiducient Advisors
Illinois
$913K +$3.69K +84 +0.4%
AA
263
Addison Advisors
Vermont
$910K +$138K +3,133 +19%
AWS
264
Atria Wealth Solutions
New York
$897K +$13.8K +315 +2%
NHC
265
Nicholas Hoffman & Company
Georgia
$890K -$28.8K -656 -3%
WP
266
Wealthspan Partners
Iowa
$879K +$76.3K +1,739 +10%
GWM
267
Geneos Wealth Management
Colorado
$856K +$573K +13,054 +242%
DWM
268
Dakota Wealth Management
Florida
$849K – – –
RWM
269
Rockwood Wealth Management
Pennsylvania
$844K -$35.4K -807 -4%
AWM
270
Apollon Wealth Management
South Carolina
$831K +$63.9K +1,457 +9%
CPIG
271
Chicago Partners Investment Group
Illinois
$825K -$97.7K -2,225 -12%
PB
272
Pinnacle Bancorp
Nebraska
$820K +$88 +2 +0%
KWM
273
Keebeck Wealth Management
Illinois
$820K +$775K +17,670 New
ASI
274
Advisory Services & Investments
Oregon
$793K +$3.95K +90 +0.5%
AAS
275
Ameritas Advisory Services
Nebraska
$777K +$14.7K +334 +2%
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