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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
551
Independent Financial Group
California
$320K +$7.43K +135 +2%
AC
552
AWM Capital
Arizona
$316K -$64.2K -1,167 -16%
FCH
553
Freestone Capital Holdings
Washington
$316K +$337K +6,131 New
PP
554
PrairieView Partners
Minnesota
$313K -$1.1K -20 -0.3%
LFAS
555
Level Four Advisory Services
Texas
$313K +$550 +10 +0.2%
CFO
556
Collective Family Office
Pennsylvania
$312K +$22K +400 +7%
MCM
557
Mitchell Capital Management
Kansas
$311K – – –
RWM
558
Rialto Wealth Management
New York
$309K -$37.9K -689 -10%
NA
559
Nautilus Advisors
California
$309K +$330K +5,995 New
GAM
560
GEM Asset Management
Michigan
$307K +$770 +14 +0.2%
SAM
561
Sequent Asset Management
Texas
$305K – – –
SSC
562
Syverson Strege & Co
Iowa
$301K -$53.5K -973 -14%
AIS
563
Accredited Investor Services
Minnesota
$297K +$385 +7 +0.1%
TA
564
TFB Advisors
Kansas
$296K -$10.8K -196 -3%
TCA
565
Transcend Capital Advisors
New Jersey
$295K +$315K +5,720 New
VFP
566
Verus Financial Partners
Virginia
$294K -$28.4K -516 -8%
VCM
567
Vision Capital Management
Oregon
$293K – – –
CA
568
CGN Advisors
Kansas
$291K +$312K +5,661 New
WWM
569
Whalen Wealth Management
Nevada
$290K +$936 +17 +0.3%
CA
570
Clearstead Advisors
Ohio
$289K – – –
AFAS
571
Acorn Financial Advisory Services
Virginia
$288K -$8.37K -152 -3%
YWM
572
Yoder Wealth Management
California
$285K – – –
MWA
573
Midland Wealth Advisors
Illinois
$284K +$936 +17 +0.3%
KCM
574
Kathmere Capital Management
Pennsylvania
$283K – – –
ANB
575
Amarillo National Bank
Texas
$281K – – –
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