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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
351
Root Financial Partners
California
$1.64M -$159K -2,723 -9%
VCM
352
Versant Capital Management
Arizona
$1.62M -$59.5K -1,020 -4%
CWM
353
CarsonAllaria Wealth Management
Illinois
$1.6M -$17.9K -307 -1%
SPIA
354
Steward Partners Investment Advisory
New York
$1.57M +$9.74K +167 +0.6%
P
355
Pandowealth
Georgia
$1.57M +$1.54M +26,395 New
VWM
356
Verus Wealth Management
Wisconsin
$1.57M -$35.5K -608 -2%
MFG
357
Merit Financial Group
Georgia
$1.55M -$826K -14,160 -35%
VT
358
Vise Technologies
New York
$1.54M +$1.21M +20,688 +393%
LIWM
359
Long Island Wealth Management
New York
$1.54M +$364K +6,237 +32%
TFA
360
Tobias Financial Advisors
Florida
$1.54M -$3.79K -65 -0.3%
AA
361
Addison Advisors
Vermont
$1.54M -$47K -805 -3%
2L
362
25 LLC
Missouri
$1.53M -$11.1K -191 -0.7%
RB
363
Renasant Bank
Mississippi
$1.51M – – –
BWP
364
Balboa Wealth Partners
Arizona
$1.51M -$211K -3,616 -13%
LWM
365
Lodestone Wealth Management
Washington
$1.51M +$461K +7,903 +45%
MA
366
Montag & Associates
Georgia
$1.49M +$991K +16,980 +210%
OW
367
Olistico Wealth
Oklahoma
$1.46M +$658K +11,274 +85%
IA
368
IFG Advisors
Missouri
$1.46M – – –
CRC
369
Curi RMB Capital
Illinois
$1.46M -$95.6K -1,638 -6%
AW
370
Aspirean Wealth
California
$1.45M +$1.42M +24,394 New
BW
371
BIP Wealth
Georgia
$1.45M +$160K +2,749 +13%
5NPW
372
55 North Private Wealth
Florida
$1.45M +$1.42M +24,331 New
BAM
373
BOS Asset Management
Illinois
$1.45M +$66.9K +1,146 +5%
WETS
374
Wealth Enhancement Trust Services
South Dakota
$1.45M +$1.42M +24,282 New
VAM
375
Virtue Asset Management
Illinois
$1.44M – – –
13 14
15
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