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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
276
Curio Wealth
Maryland
$3.87M -$27.4K -410 -0.7%
PA
277
PW Advisors
Florida
$3.86M -$244K -3,647 -6%
MGIA
278
Moneta Group Investment Advisors
Missouri
$3.85M – – –
FWM
279
Forteris Wealth Management
New York
$3.81M +$83.9K +1,255 +2%
AAA
280
AG Asset Advisory
California
$3.76M -$30.6K -458 -0.8%
FIM
281
Freedom Investment Management
Connecticut
$3.74M -$57.9K -867 -2%
SP
282
Symmetry Partners
Connecticut
$3.74M -$118K -1,771 -3%
TVAMP
283
Tennessee Valley Asset Management Partners
Tennessee
$3.72M +$3.56M +53,206 New
SW
284
Simplicity Wealth
New Jersey
$3.67M -$152K -2,269 -4%
WA
285
Waverly Advisors
Alabama
$3.67M +$117K +1,756 +3%
GWL
286
Generations Wealth LLC
Ohio
$3.66M -$93.4K -1,397 -3%
KCWM
287
Kane Co Wealth Management
Iowa
$3.64M -$38K -568 -1%
SF
288
Strategent Financial
Virginia
$3.6M +$2.67K +40 +0.1%
JWM
289
Johnson Wealth Management
North Dakota
$3.58M -$264K -3,945 -7%
IWC
290
Integrated Wealth Concepts
Massachusetts
$3.55M +$194K +2,901 +6%
BI
291
BluePrint Investing
California
$3.53M +$143K +2,142 +4%
OIA
292
OneDigital Investment Advisors
Kansas
$3.53M -$84.3K -1,262 -2%
AWM
293
Activest Wealth Management
Florida
$3.52M -$114K -1,704 -3%
AWP
294
Astra Wealth Partners
New Jersey
$3.5M +$182K +2,717 +6%
E
295
Entelevest
Florida
$3.46M +$183K +2,736 +6%
RA
296
RFG Advisory
Alabama
$3.39M +$5.28K +79 +0.2%
CIAS
297
CFS Investment Advisory Services
New Jersey
$3.32M -$140K -2,095 -4%
BI
298
Beckerman Institutional
New Jersey
$3.31M +$83.9K +1,255 +3%
AWM
299
Apollon Wealth Management
South Carolina
$3.27M +$2.09M +31,231 +201%
SPA
300
Sound Portfolio Advisors
Connecticut
$3.26M -$183K -2,741 -6%
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