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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
451
Forza Wealth Management
Florida
$901K +$203K +3,200 +28%
PMIM
452
Prudent Man Investment Management
Colorado
$901K – – –
DWM
453
Dakota Wealth Management
Florida
$885K -$82.4K -1,297 -8%
CPIG
454
Chicago Partners Investment Group
Illinois
$882K -$34K -535 -4%
CFO
455
CVA Family Office
Colorado
$881K – – –
KWM
456
Keebeck Wealth Management
Illinois
$877K – – –
FS
457
Financial Symmetry
North Carolina
$872K +$63.6K +1,002 +8%
SSW
458
Stone Summit Wealth
Florida
$872K -$9.84K -155 -1%
JWA
459
JFS Wealth Advisors
Pennsylvania
$871K +$191 +3 +0%
PB
460
Pinnacle Bancorp
Nebraska
$868K – – –
MWA
461
Medallion Wealth Advisors
Connecticut
$867K -$3.94K -62 -0.4%
GHA
462
Good Harbor Advisors
Massachusetts
$841K +$855K +13,465 New
SAG
463
SageView Advisory Group
California
$838K -$573K -9,027 -40%
CCM
464
Cloud Capital Management
Washington
$834K +$496K +7,816 +141%
PMFA
465
Plante Moran Financial Advisors
Michigan
$833K -$63.7K -1,003 -7%
SRWM
466
Shira Ridge Wealth Management
California
$824K -$17.3K -273 -2%
TFA
467
TandemGrowth Financial Advisors
Georgia
$823K – – –
SFM
468
Signet Financial Management
New Jersey
$823K – – –
BFG
469
Berger Financial Group
Minnesota
$822K -$4.89K -77 -0.6%
VAG
470
VisionPoint Advisory Group
Texas
$819K +$833K +13,116 New
AAS
471
Ameritas Advisory Services
Nebraska
$816K -$27.6K -434 -3%
FIA
472
Foundations Investment Advisors
Arizona
$814K +$7.56K +119 +0.9%
WF
473
WoodTrust Financial
Wisconsin
$803K +$140K +2,203 +21%
DFP
474
Donalies Financial Planning
District of Columbia
$803K -$1.46K -23 -0.2%
SIM
475
Stratos Investment Management
Ohio
$801K +$2.48K +39 +0.3%
17 18
19
20 21