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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
326
Investors Research Corp
Georgia
$109K – – –
CWM
327
Curi Wealth Management
North Carolina
$108K +$108K +2,292 New
UB
328
UMB Bank
Missouri
$107K +$106K +2,247 New
HI
329
Harbour Investments
Wisconsin
$106K -$59.1K -1,259 -36%
PO
330
Private Ocean
California
$104K – – –
GWS
331
Glassman Wealth Services
Virginia
$98K – – –
RDFA
332
Ritter Daniher Financial Advisory
Ohio
$90K – – –
AA
333
Addison Advisors
Vermont
$84K +$71.3K +1,518 +588%
MAWCM
334
Mine & Arao Wealth Creation & Management
California
$78K – – –
CA
335
Cornerstone Advisory
Maryland
$68K +$66.8K +1,423 New
RIM
336
Rockbridge Investment Management
New York
$59K – – –
BA
337
Bellwether Advisors
Nebraska
$57K +$56.6K +1,206 New
CCM
338
Covington Capital Management
California
$56K – – –
CIAS
339
Capital Investment Advisory Services
North Carolina
$53K – – –
OFG
340
Oxford Financial Group
Indiana
$52K -$29K -618 -36%
CTC
341
Central Trust Company
Missouri
$50K -$892 -19 -2%
SN
342
Sittner & Nelson
Oregon
$45K – – –
TWM
343
Tradition Wealth Management
Minnesota
$44K +$282 +6 +0.7%
SC
344
Steph & Co
Wisconsin
$42K – – –
GWSG
345
GPS Wealth Strategies Group
Colorado
$33K -$51.4K -1,094 -62%
MWM
346
Mascoma Wealth Management
New Hampshire
$32K +$31.7K +675 New
SPIA
347
Steward Partners Investment Advisory
New York
$30K – – –
TIM
348
Tortoise Investment Management
New York
$30K – – –
GT
349
Glenmede Trust
Pennsylvania
$27K – – –
TFS
350
TrustCore Financial Services
Tennessee
$27K +$188 +4 +0.7%
12 13
14
15 16