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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
576
CVA Family Office
Colorado
$77.5K -$581K -11,080 -88%
GRP
577
Global Retirement Partners
California
$75.8K -$472 -9 -0.6%
CMP
578
Coston McIsaac & Partners
Maine
$74K +$262 +5 +0.4%
BOC
579
Bull Oak Capital
California
$73.6K -$3.99K -76 -5%
PCA
580
Providence Capital Advisors
North Carolina
$68.9K – – –
RDFA
581
Ritter Daniher Financial Advisory
Ohio
$68.1K -$8.13K -155 -11%
CTC
582
Central Trust Company
Missouri
$67.5K – – –
FCG
583
Financial Connections Group
California
$61K – – –
SS
584
Sunbelt Securities
Texas
$53.7K – – –
CT
585
Colonial Trust
South Carolina
$51.9K – – –
FDCP
586
Foster Dykema Cabot & Partners
Massachusetts
$50.6K – – –
CFS
587
CGC Financial Services
Oregon
$48.9K – – –
SN
588
Sittner & Nelson
Oregon
$48.7K – – –
IFS
589
Intelligent Financial Strategies
Minnesota
$46.5K – – –
IC
590
Innealta Capital
Texas
$45.6K +$46.1K +879 New
VNA
591
Valley National Advisers
Pennsylvania
$42K – – –
BCWM
592
Bartlett & Co Wealth Management
Ohio
$38.9K -$501K -9,560 -93%
ME
593
McIlrath & Eck
Washington
$37K +$10.3K +197 +38%
WP
594
WealthShield Partners
North Carolina
$36.9K +$21.4K +408 +134%
SC
595
Steph & Co
Wisconsin
$36.9K – – –
PA
596
Parallel Advisors
California
$32.1K +$20.9K +399 +182%
MWM
597
Mascoma Wealth Management
New Hampshire
$29.8K -$5.25K -100 -15%
BFA
598
BBJS Financial Advisors
Washington
$29.6K +$29.9K +570 New
TSMHT
599
Thurston Springer Miller Herd & Titak
Indiana
$28.2K +$28.5K +543 New
SRCM
600
Signature Resources Capital Management
California
$26.3K – – –
22 23
24
25 26