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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
476
Range Advisory
Virginia
$906K +$866K +12,965 New
MWA
477
Medallion Wealth Advisors
Connecticut
$901K -$66.9K -1,001 -7%
JDLA
478
J. Derek Lewis & Associates
California
$900K +$336K +5,030 +64%
PMIM
479
Prudent Man Investment Management
Colorado
$900K -$802 -12 -0.1%
WF
480
WoodTrust Financial
Wisconsin
$898K – – –
DFP
481
Donalies Financial Planning
District of Columbia
$896K -$1.94K -29 -0.2%
BWS
482
BCR Wealth Strategies
Alabama
$894K – – –
PMFA
483
Plante Moran Financial Advisors
Michigan
$877K -$53.4K -799 -6%
CB
484
Commerce Bank
Missouri
$865K – – –
FIA
485
Foundations Investment Advisors
Arizona
$859K -$49.6K -743 -6%
DWT
486
Dorsey & Whitney Trust
South Dakota
$856K – – –
IFWM
487
Institute for Wealth Management
Colorado
$853K +$134 +2 +0%
ACA
488
American Capital Advisory
Idaho
$845K +$4.81K +72 +0.6%
MOS
489
MGO One Seven
Ohio
$845K – – –
WT
490
Washington Trust
Rhode Island
$838K – – –
VFP
491
Vilga Financial Planning
New Jersey
$837K – – –
CIA
492
Concurrent Investment Advisors
Florida
$829K +$47.6K +712 +6%
FWCM
493
Ferguson Wellman Capital Management
Oregon
$824K -$267 -4 -0%
NCM
494
NCM Capital Management
New Jersey
$823K +$2.07K +31 +0.3%
DAS
495
Dynamic Advisor Solutions
Arizona
$823K +$94.2K +1,410 +14%
WP
496
Westmount Partners
California
$815K – – –
P
497
&Partners
Tennessee
$813K -$272K -4,066 -26%
SIM
498
Stratos Investment Management
Ohio
$812K -$80.5K -1,205 -9%
CPSAC
499
Chas P. Smith & Associates (CPS)
Florida
$811K -$1.14K -17 -0.1%
TP
500
Trailhead Planners
Minnesota
$802K – – –
18 19
20
21 22