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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
551
Laird Norton Wetherby Trust Company
Washington
$581K – – –
IC
552
IEQ Capital
California
$581K -$185K -2,770 -25%
MGWA
553
Monument Group Wealth Advisors
Massachusetts
$581K – – –
BAM
554
Belpointe Asset Management
Nevada
$577K +$69.8K +1,044 +14%
FCA
555
Fortis Capital Advisors
Kansas
$577K +$69.8K +1,044 +14%
MMA
556
Miracle Mile Advisors
California
$577K +$40.3K +603 +8%
FOA
557
Five Oceans Advisors
California
$575K -$49.9K -747 -8%
WWG
558
West Wealth Group
California
$570K -$601 -9 -0.1%
SHGA
559
Sand Hill Global Advisors
California
$568K – – –
KCM
560
Kathmere Capital Management
Pennsylvania
$567K -$13.7K -205 -2%
NSG
561
Nalls Sherbakoff Group
Tennessee
$564K +$735 +11 +0.1%
WANY
562
Wealthspire Advisors (New York)
New York
$563K +$10K +150 +2%
MWM
563
Modern Wealth Management
Kansas
$557K – – –
CFG
564
Clayton Financial Group
Missouri
$555K – – –
AWM
565
Angeles Wealth Management
California
$555K +$195K +2,920 +58%
MWP
566
Madison Wealth Partners
Wisconsin
$550K +$526K +7,867 New
IA
567
Integrity Alliance
Iowa
$540K +$5.95K +89 +1%
VA
568
Valmark Advisers
Ohio
$539K +$22.7K +339 +5%
IF
569
Intrua Financial
Texas
$528K – – –
AA
570
Addison Advisors
Vermont
$528K -$1.26M -18,795 -71%
RI
571
Ridgewood Investments
New Jersey
$525K +$936 +14 +0.2%
PTC
572
Private Trust Company
Ohio
$523K – – –
MEAC
573
M.E. Allison & Co
Texas
$521K +$200 +3 +0%
OIS
574
Okabena Investment Services
Minnesota
$519K – – –
BJL
575
Brighton Jones LLC
Washington
$518K -$10.4K -156 -2%
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