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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
526
Mesirow Financial Investment Management
Illinois
$589K +$1.97K +31 +0.3%
MKW
527
Mullaney, Keating & Wright
Connecticut
$584K -$48.3K -760 -8%
AC
528
AlphaCore Capital
California
$583K +$127 +2 +0%
SQA
529
Simon Quick Advisors
New Jersey
$579K -$210K -3,303 -26%
WS
530
Wedbush Securities
California
$574K -$20.6K -325 -3%
SAM
531
Secure Asset Management
Michigan
$568K – – –
CCWM
532
Correct Capital Wealth Management
Missouri
$564K – – –
FOA
533
Five Oceans Advisors
California
$561K +$1.33K +21 +0.2%
GWM
534
Geneos Wealth Management
Colorado
$549K – – –
PFBT
535
Parkside Financial Bank & Trust
Missouri
$546K +$78.6K +1,238 +16%
EF
536
Exeter Financial
Arizona
$545K +$1.84K +29 +0.3%
HPA
537
High Probability Advisors
New York
$542K – – –
LIA
538
LBMC Investment Advisors
Tennessee
$538K +$1.08K +17 +0.2%
AWM
539
Accurate Wealth Management
Florida
$523K +$68.6K +1,080 +15%
NG
540
NWK Group
California
$520K – – –
KCM
541
Kathmere Capital Management
Pennsylvania
$520K -$6.22K -98 -1%
LNWTC
542
Laird Norton Wetherby Trust Company
Washington
$519K – – –
MGWA
543
Monument Group Wealth Advisors
Massachusetts
$519K – – –
WWG
544
West Wealth Group
California
$510K +$519K +8,169 New
TWP
545
Triad Wealth Partners
Kansas
$509K -$67.8K -1,067 -12%
SHGA
546
Sand Hill Global Advisors
California
$508K – – –
NSG
547
Nalls Sherbakoff Group
Tennessee
$504K +$14.6K +230 +3%
MWM
548
Modern Wealth Management
Kansas
$499K – – –
CFG
549
Clayton Financial Group
Missouri
$496K – – –
WANY
550
Wealthspire Advisors (New York)
New York
$494K -$2.54K -40 -0.5%
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