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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
551
Collective Family Office
Pennsylvania
$327K – – –
SAM
552
Sequent Asset Management
Texas
$320K – – –
TFS
553
Thoroughbred Financial Services
Tennessee
$318K -$142K -2,779 -32%
SSC
554
Syverson Strege & Co
Iowa
$316K +$1.22K +24 +0.4%
CIM
555
Cambria Investment Management
California
$315K +$298K +5,844 New
EF
556
Empowered Funds
Pennsylvania
$315K +$298K +5,844 New
AIS
557
Accredited Investor Services
Minnesota
$313K +$1.63K +32 +0.6%
TP
558
Tranquility Partners
Tennessee
$309K +$15.3K +300 +6%
TCA
559
Transcend Capital Advisors
New Jersey
$309K – – –
VCM
560
Vision Capital Management
Oregon
$308K – – –
WWM
561
Whalen Wealth Management
Nevada
$305K +$1.32K +26 +0.5%
PS
562
Principal Securities
Iowa
$304K -$528K -10,365 -65%
CA
563
Clearstead Advisors
Ohio
$302K – – –
AFAS
564
Acorn Financial Advisory Services
Virginia
$302K – – –
VA
565
Valmark Advisers
Ohio
$300K -$187K -3,681 -40%
CFG
566
Citizens Financial Group
Rhode Island
$299K +$12.7K +250 +5%
YWM
567
Yoder Wealth Management
California
$299K – – –
RWM
568
Raffa Wealth Management
District of Columbia
$299K +$101K +1,985 +56%
MWA
569
Midland Wealth Advisors
Illinois
$299K +$1.27K +25 +0.5%
ANB
570
Amarillo National Bank
Texas
$294K – – –
FA
571
Fiduciary Alliance
South Carolina
$287K +$271K +5,323 New
HTWM
572
Hartmann Taylor Wealth Management
Texas
$287K +$71.3K +1,400 +36%
GA
573
Goldstein Advisors
Wisconsin
$287K – – –
TA
574
TFB Advisors
Kansas
$285K -$23.3K -457 -8%
CCM
575
Cloud Capital Management
Washington
$284K -$187K -3,679 -41%
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