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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
276
Concourse Financial Group Securities
Alabama
$371K -$6.14K -140 -1%
TLFA
277
True Link Financial Advisors
California
$368K – – –
CAMG
278
CWA Asset Management Group
Florida
$368K +$132 +3 +0%
SOAG
279
Silver Oak Advisory Group
Oregon
$361K +$1.45K +33 +0.4%
SDH
280
Sloy Dahl & Holst
Washington
$358K +$110K +2,505 +39%
MGIA
281
Moneta Group Investment Advisors
Missouri
$355K -$548K -12,492 -59%
DAS
282
Dynamic Advisor Solutions
Arizona
$354K +$386K +8,804 New
CPIG
283
Chicago Partners Investment Group
Illinois
$346K +$74.5K +1,699 +28%
GA
284
Greenspring Advisors
Maryland
$344K – – –
SCA
285
STALEY CAPITAL ADVISERS
Pennsylvania
$344K +$1.53K +35 +0.4%
AA
286
Advisory Alpha
Michigan
$340K +$144K +3,291 +64%
LIA
287
LBMC Investment Advisors
Tennessee
$335K +$161K +3,662 +78%
SFM
288
Signet Financial Management
New Jersey
$334K -$16.4K -374 -4%
IA
289
IFP Advisors
Florida
$332K – – –
EF
290
Exeter Financial
Arizona
$332K +$1.49K +34 +0.4%
BCA
291
Bay Colony Advisors
Massachusetts
$327K +$36.4K +829 +13%
WS
292
Wedbush Securities
California
$323K +$352K +8,030 New
PP
293
Pacifica Partners
Canada
$320K – – –
CSIA
294
Conrad Siegel Investment Advisors
Pennsylvania
$316K – – –
BBNB
295
Baker Boyer National Bank
Washington
$316K +$344K +7,848 New
MMA
296
Miracle Mile Advisors
California
$308K – – –
MWC
297
MBM Wealth Consultants
Missouri
$305K – – –
PP
298
PrairieView Partners
Minnesota
$290K -$4.87K -111 -2%
DJSG
299
D.J. St. Germain
Massachusetts
$286K – – –
PCA
300
Personal Capital Advisors
California
$284K – – –
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