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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
551
Black Point Wealth Management
Florida
$318K – – –
VCM
552
Vision Capital Management
Oregon
$317K – – –
CFO
553
Collective Family Office
Pennsylvania
$315K – – –
GWM
554
Geneos Wealth Management
Colorado
$314K – – –
WWM
555
Whalen Wealth Management
Nevada
$312K +$1.2K +21 +0.4%
CA
556
Clearstead Advisors
Ohio
$312K – – –
YWM
557
Yoder Wealth Management
California
$308K – – –
MWA
558
Midland Wealth Advisors
Illinois
$306K +$1.2K +21 +0.4%
KCM
559
Kathmere Capital Management
Pennsylvania
$305K – – –
ANB
560
Amarillo National Bank
Texas
$304K – – –
CWM
561
Castle Wealth Management
Florida
$304K -$20K -350 -6%
GA
562
Goldstein Advisors
Wisconsin
$296K – – –
KCM
563
KM Capital Management
Texas
$294K -$64.6K -1,129 -18%
KFP
564
Keener Financial Planning
Texas
$293K – – –
TP
565
Tranquility Partners
Tennessee
$292K +$20K +349 +7%
AI
566
Accredited Investors
Minnesota
$291K – – –
SI
567
Stephens Inc
Arkansas
$291K – – –
LFA
568
Legacy Financial Advisors
Kentucky
$290K +$298K +5,216 New
MSF
569
Mustard Seed Financial
Arkansas
$290K – – –
PC
570
Peavine Capital
Nevada
$289K – – –
TWP
571
Triad Wealth Partners
Kansas
$287K +$295K +5,160 New
TCM
572
Towneley Capital Management
California
$287K +$1.14K +20 +0.4%
SIC
573
SJS Investment Consulting
Ohio
$285K – – –
DI
574
Disciplined Investors
Texas
$285K +$295K +5,156 New
CWA
575
Cascade Wealth Advisors
Washington
$284K -$71.6K -1,251 -20%
21 22
23
24 25