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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
426
Thoroughbred Financial Services
Tennessee
$491K – – –
FA
427
Fortis Advisors
Pennsylvania
$489K +$1.68K +31 +0.4%
BTI
428
Blue Trust Inc
Georgia
$488K -$4.87K -90 -0.9%
HPA
429
High Probability Advisors
New York
$482K – – –
HWM
430
Hemington Wealth Management
Virginia
$481K -$1.84K -34 -0.4%
ASN
431
Advisory Services Network
Georgia
$477K – – –
GA
432
Greenspring Advisors
Maryland
$476K – – –
EF
433
Exeter Financial
Arizona
$474K +$1.68K +31 +0.4%
LIA
434
LBMC Investment Advisors
Tennessee
$473K +$919 +17 +0.2%
JSW
435
Journey Strategic Wealth
New Jersey
$468K +$455K +8,421 New
SOAG
436
Silver Oak Advisory Group
Oregon
$466K -$14.8K -273 -3%
LNWWM
437
Laird Norton Wetherby Wealth Management
California
$463K -$39.4K -729 -8%
MFIM
438
Mesirow Financial Investment Management
Illinois
$454K +$32K +592 +8%
SB
439
Strategic Blueprint
Georgia
$440K +$112K +2,067 +35%
MMA
440
Miracle Mile Advisors
California
$425K – – –
GWA
441
Geometric Wealth Advisors
District of Columbia
$424K – – –
MWC
442
MBM Wealth Consultants
Missouri
$422K – – –
PA
443
PFG Advisors
Arizona
$422K +$48.3K +894 +13%
GT
444
Greenleaf Trust
Michigan
$420K +$8.6K +159 +2%
QCM
445
QRG Capital Management
Illinois
$409K +$127K +2,357 +47%
HIA
446
HTG Investment Advisors
Connecticut
$408K – – –
MWM
447
Modern Wealth Management
Kansas
$406K +$395K +7,303 New
AC
448
AWM Capital
Arizona
$406K – – –
BBNB
449
Baker Boyer National Bank
Washington
$406K – – –
IC
450
IEQ Capital
California
$405K – – –
16 17
18
19 20