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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
376
Trellis Wealth Advisors
California
$270K +$270K +6,140 New
FFS
377
Founders Financial Securities
Maryland
$268K -$4.57K -104 -2%
FWM
378
Forza Wealth Management
Florida
$267K +$267K +6,075 New
RPCA
379
Running Point Capital Advisors
California
$266K -$2.42K -55 -0.9%
MCM
380
Mitchell Capital Management
Kansas
$265K – – –
TIM
381
Tortoise Investment Management
New York
$264K +$235K +5,360 +840%
FWI
382
Facet Wealth Inc
Maryland
$262K – – –
SSW
383
Stone Summit Wealth
Florida
$261K – – –
VCM
384
Vivaldi Capital Management
Illinois
$260K +$659 +15 +0.3%
LNC
385
Lincoln National Corp
Pennsylvania
$254K +$1.01K +23 +0.4%
CWA
386
Clarus Wealth Advisors
Arizona
$252K -$443K -10,089 -65%
NP
387
NorthRock Partners
Minnesota
$250K – – –
SIC
388
SJS Investment Consulting
Ohio
$250K – – –
PCIA
389
Prime Capital Investment Advisors
Kansas
$246K +$246K +5,595 New
GT
390
Greenleaf Trust
Michigan
$244K – – –
ANB
391
Amarillo National Bank
Texas
$240K – – –
GA
392
Goldstein Advisors
Wisconsin
$233K +$233K +5,310 New
BOSSRA
393
B.O.S.S. Retirement Advisors
Utah
$232K +$232K +5,272 New
EIG
394
Ellenbecker Investment Group
Wisconsin
$231K +$351 +8 +0.2%
PC
395
Peavine Capital
Nevada
$228K – – –
PFP
396
Paragon Financial Partners
California
$223K +$223K +5,082 New
OC
397
Oakworth Capital
Alabama
$220K – – –
RMDI
398
R.M. Davis Inc
Maine
$219K +$219K +4,990 New
CIAS
399
Capital Investment Advisory Services
North Carolina
$218K +$104K +2,369 +91%
FA
400
Financial Alternatives
California
$217K +$217K +4,946 New
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16
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