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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
351
Bay Colony Advisors
Massachusetts
$429K -$199K -4,182 -31%
PFBT
352
Parkside Financial Bank & Trust
Missouri
$420K +$14.3K +301 +3%
CAMG
353
CWA Asset Management Group
Florida
$417K -$2.14K -45 -0.5%
SAM
354
Secure Asset Management
Michigan
$416K – – –
BBNB
355
Baker Boyer National Bank
Washington
$415K – – –
AC
356
AlphaCore Capital
California
$414K +$314K +6,611 +270%
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$413K – – –
SOAG
358
Silver Oak Advisory Group
Oregon
$410K – – –
WP
359
Westmount Partners
California
$406K – – –
FA
360
Fortis Advisors
Pennsylvania
$396K +$1.61K +34 +0.4%
GA
361
Greenspring Advisors
Maryland
$391K – – –
SSW
362
Stone Summit Wealth
Florida
$390K +$33.2K +700 +9%
CIAS
363
Capital Investment Advisory Services
North Carolina
$388K +$60.5K +1,273 +18%
TIM
364
Tortoise Investment Management
New York
$387K +$59.4K +1,250 +17%
EF
365
Exeter Financial
Arizona
$384K +$1.57K +33 +0.4%
SFM
366
Signet Financial Management
New Jersey
$378K – – –
BWM
367
Baystate Wealth Management
Massachusetts
$377K +$392K +8,247 New
LIA
368
LBMC Investment Advisors
Tennessee
$373K +$855 +18 +0.2%
CSIA
369
Conrad Siegel Investment Advisors
Pennsylvania
$368K +$1.43K +30 +0.4%
HCM
370
Hutchinson Capital Management
California
$366K +$5.32K +112 +1%
RWM
371
Revisor Wealth Management
Ohio
$359K – – –
TFS
372
Thoroughbred Financial Services
Tennessee
$356K +$128K +2,705 +53%
MMA
373
Miracle Mile Advisors
California
$349K – – –
GWA
374
Geometric Wealth Advisors
District of Columbia
$349K – – –
CFG
375
Citizens Financial Group
Rhode Island
$343K +$131K +2,757 +58%
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