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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HSG
476
Helen Stephens Group
Texas
$285K – – –
MWA
477
Midland Wealth Advisors
Illinois
$284K +$253K +5,418 New
GA
478
Goldstein Advisors
Wisconsin
$278K – – –
KFP
479
Keener Financial Planning
Texas
$276K +$247K +5,279 New
MSF
480
Mustard Seed Financial
Arkansas
$272K +$243K +5,204 New
FWI
481
Facet Wealth Inc
Maryland
$272K – – –
PC
482
Peavine Capital
Nevada
$271K – – –
EIG
483
Ellenbecker Investment Group
Wisconsin
$271K +$327 +7 +0.1%
FFA
484
Frazier Financial Advisors
Ohio
$268K +$240K +5,126 New
TCM
485
Towneley Capital Management
California
$267K +$238K +5,097 New
PFP
486
Paragon Financial Partners
California
$266K – – –
PA
487
Procyon Advisors
Connecticut
$265K +$237K +5,064 New
ACA
488
Atlas Capital Advisors
Wyoming
$262K -$26.9K -575 -10%
RMDI
489
R.M. Davis Inc
Maine
$261K – – –
FA
490
Financial Alternatives
California
$259K – – –
NSG
491
Nalls Sherbakoff Group
Tennessee
$252K -$374 -8 -0.2%
CWS
492
Cypress Wealth Services
California
$252K +$7.25K +155 +3%
IF
493
Ironwood Financial
Arizona
$251K – – –
SIC
494
SJS Investment Consulting
Ohio
$249K – – –
NP
495
NorthRock Partners
Minnesota
$249K +$222K +4,753 New
GFP
496
Gryphon Financial Partners
Ohio
$245K – – –
SWM
497
SilverOak Wealth Management
Minnesota
$243K +$217K +4,638 New
CCA
498
Clarity Capital Advisors
Florida
$243K +$217K +4,634 New
BCM
499
Brookstone Capital Management
Illinois
$240K +$215K +4,594 New
KFI
500
Key Financial Inc
Pennsylvania
$237K – – –
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