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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIGP
251
Hill Investment Group Partners
Missouri
$4.12M -$80.6K -1,381 -2%
FFO
252
Fortitude Family Office
Arizona
$4.1M +$502K +8,603 +14%
VWA
253
Vistica Wealth Advisors
California
$4.07M +$3.99M +68,325 New
AWA
254
Arkadios Wealth Advisors
Georgia
$4.06M +$1.36M +23,306 +52%
IIM
255
InTrack Investment Management
Vermont
$4.01M +$1.93K +33 +0%
WKWM
256
Walter & Keenan Wealth Management
Indiana
$4.01M -$28.3K -485 -0.7%
BFC
257
Bedel Financial Consulting
Indiana
$3.96M +$357K +6,124 +10%
AFC
258
Ares Financial Consulting
California
$3.95M +$3.87M +66,276 New
MCM
259
MAI Capital Management
Ohio
$3.93M -$1.02M -17,477 -21%
KA
260
Klingman & Associates
New York
$3.84M +$164K +2,810 +5%
BAM
261
Belleair Asset Management
Florida
$3.83M +$3.76M +64,405 New
BEW
262
Burton Enright Welch
California
$3.71M +$82.1K +1,407 +2%
PA
263
PW Advisors
Florida
$3.69M +$3.62M +62,028 New
BCA
264
Bay Colony Advisors
Massachusetts
$3.67M -$1.14M -19,579 -24%
VPF
265
Vantage Point Financial
Illinois
$3.65M -$561K -9,607 -14%
LWM
266
LJI Wealth Management
Indiana
$3.62M +$2.56M +43,891 +259%
PFPG
267
Pinnacle Financial Partners (Georgia)
Georgia
$3.47M +$3.4M +58,205 New
SP
268
Symmetry Partners
Connecticut
$3.46M -$176K -3,014 -5%
SEIA
269
Signature Estate & Investment Advisors
California
$3.45M +$1.05M +18,068 +45%
CAM
270
Cresset Asset Management
Illinois
$3.45M +$36.1K +619 +1%
LOPW
271
Live Oak Private Wealth
North Carolina
$3.44M – – –
CW
272
Curio Wealth
Maryland
$3.42M -$15.6K -267 -0.5%
CAC
273
Certified Advisory Corp
Florida
$3.39M +$707K +12,113 +27%
EWA
274
EverSource Wealth Advisors
Alabama
$3.38M -$699K -11,979 -17%
TF
275
Thayer Financial
North Carolina
$3.37M +$3.31M +56,645 New
9 10
11
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