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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
301
RGT Wealth Advisors
Texas
$137K +$233 +5 +0.2%
MCA
302
Maryland Capital Advisors
Maryland
$120K +$120K +2,584 New
CMBA
303
C.M. Bidwell & Associates
Hawaii
$118K +$117K +2,513 +8,106%
CFFP
304
Center for Financial Planning
Michigan
$117K – – –
IFS
305
Intelligent Financial Strategies
Minnesota
$117K – – –
PCA
306
Providence Capital Advisors
North Carolina
$113K – – –
CWM
307
Curi Wealth Management
North Carolina
$107K +$233 +5 +0.2%
UB
308
UMB Bank
Missouri
$105K – – –
PO
309
Private Ocean
California
$102K – – –
RDFA
310
Ritter Daniher Financial Advisory
Ohio
$88K – – –
RIM
311
Rockbridge Investment Management
New York
$78.2K +$20.3K +436 +35%
WWP
312
WR Wealth Planners
Missouri
$77.3K +$77.2K +1,659 New
MAWCM
313
Mine & Arao Wealth Creation & Management
California
$77K – – –
CIAS
314
Capital Investment Advisory Services
North Carolina
$59K +$6.15K +132 +12%
BA
315
Bellwether Advisors
Nebraska
$56K – – –
APA
316
American Portfolios Advisors
New York
$55.7K +$50.4K +1,083 +958%
CCM
317
Covington Capital Management
California
$55K – – –
OFG
318
Oxford Financial Group
Indiana
$51K – – –
GRP
319
Global Retirement Partners
California
$50K +$54.4K +1,169 New
CTC
320
Central Trust Company
Missouri
$49K – – –
MFA
321
McClarren Financial Advisors
Pennsylvania
$47K +$47.5K +1,021 New
SN
322
Sittner & Nelson
Oregon
$44K – – –
TWM
323
Tradition Wealth Management
Minnesota
$43K +$47 +1 +0.1%
SC
324
Steph & Co
Wisconsin
$41K – – –
AC
325
Asio Capital
Kentucky
$37K +$37.2K +800 New
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