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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
576
Capital Investment Advisory Services
North Carolina
$153K -$33.8K -626 -19%
AWM
577
Angeles Wealth Management
California
$152K -$10.3K -191 -7%
CAS
578
Coppell Advisory Solutions
Texas
$134K -$7.68K -142 -6%
M
579
MOTCO
Texas
$131K – – –
HI
580
Harbour Investments
Wisconsin
$129K +$216 +4 +0.2%
UB
581
UMB Bank
Missouri
$125K – – –
IRC
582
Investors Research Corp
Georgia
$125K – – –
PCMC
583
Private Capital Management (Colorado)
Colorado
$124K – – –
CFFP
584
Center for Financial Planning
Michigan
$117K – – –
GWS
585
Glassman Wealth Services
Virginia
$114K – – –
IAIM
586
International Assets Investment Management
Florida
$113K +$125K +2,313 New
HGA
587
Hobbs Group Advisors
South Carolina
$109K +$106K +1,968 New
NPP
588
New Potomac Partners
Maryland
$107K +$104K +1,928 New
CIR
589
Clear Investment Research
Georgia
$107K -$17K -314 -14%
CTC
590
Central Trust Company
Missouri
$99.1K +$26K +481 +37%
TCA
591
Trifecta Capital Advisors
Illinois
$84.1K – – –
CFO
592
CVA Family Office
Colorado
$83.2K – – –
GRP
593
Global Retirement Partners
California
$82.9K +$1.57K +29 +2%
CMP
594
Coston McIsaac & Partners
Maine
$79K +$324 +6 +0.4%
BOC
595
Bull Oak Capital
California
$74.6K -$4.16K -77 -5%
PCA
596
Providence Capital Advisors
North Carolina
$73.9K – – –
CT
597
Colonial Trust
South Carolina
$71.1K +$15.1K +279 +28%
FCG
598
Financial Connections Group
California
$65K – – –
SL
599
Salomon & Ludwin
Virginia
$61.6K -$33.2K -614 -36%
HR
600
Howe & Rusling
New York
$61.2K +$59.5K +1,101 New
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