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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$824K -$377K -6,582 -31%
PMFA
402
Plante Moran Financial Advisors
Michigan
$817K +$39.6K +693 +5%
CIA
403
Capital Investment Advisors
Georgia
$814K – – –
UCFA
404
United Capital Financial Advisors
Texas
$811K -$14.1K -247 -2%
SOS
405
Silver Oak Securities
Tennessee
$809K -$21.1K -369 -2%
WA
406
Waverly Advisors
Alabama
$809K +$57 +1 +0%
CPIG
407
Chicago Partners Investment Group
Illinois
$807K -$155K -2,712 -16%
AFG
408
Atomi Financial Group
New York
$801K +$823K +14,384 New
MHFA
409
Mission Hills Financial Advisory
California
$790K – – –
JWA
410
JFS Wealth Advisors
Pennsylvania
$787K +$286 +5 +0%
ACA
411
American Capital Advisory
Idaho
$783K +$55.5K +970 +7%
MWG
412
Martin Worley Group
Utah
$779K +$800K +13,989 New
BTWM
413
Baker Tilly Wealth Management
Wisconsin
$776K – – –
SFM
414
Signet Financial Management
New Jersey
$760K – – –
MPAM
415
Murphy Pohlad Asset Management
Minnesota
$745K -$85.8K -1,500 -10%
CAM
416
Clark Asset Management
New Hampshire
$743K +$60.4K +1,056 +9%
OW
417
Olistico Wealth
Oklahoma
$739K -$57 -1 -0%
AWE
418
Avidian Wealth Enterprises
Texas
$736K +$57 +1 +0%
BWS
419
BCR Wealth Strategies
Alabama
$712K – – –
USCWA
420
U.S. Capital Wealth Advisors
Texas
$709K -$12.3K -215 -2%
PFBT
421
Parkside Financial Bank & Trust
Missouri
$684K +$195K +3,411 +38%
MCM
422
Mattern Capital Management
Colorado
$683K +$450K +7,866 +178%
CPSAC
423
Chas P. Smith & Associates (CPS)
Florida
$683K – – –
DWT
424
Dorsey & Whitney Trust
South Dakota
$682K – – –
IFWM
425
Institute for Wealth Management
Colorado
$679K +$629 +11 +0.1%
15 16
17
18 19