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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
576
BIP Wealth
Georgia
$279K +$95.6K +1,737 +47%
TP
577
Tranquility Partners
Tennessee
$279K +$9.57K +174 +3%
HA
578
Hanover Advisors
South Carolina
$276K -$33K -600 -10%
GA
579
Goldstein Advisors
Wisconsin
$273K – – –
CFG
580
Citizens Financial Group
Rhode Island
$273K -$35K -636 -11%
KFP
581
Keener Financial Planning
Texas
$271K – – –
SIC
582
SJS Investment Consulting
Ohio
$271K +$7.7K +140 +3%
AI
583
Accredited Investors
Minnesota
$270K – – –
SI
584
Stephens Inc
Arkansas
$269K – – –
MSF
585
Mustard Seed Financial
Arkansas
$268K – – –
PC
586
Peavine Capital
Nevada
$267K – – –
TCM
587
Towneley Capital Management
California
$266K +$880 +16 +0.3%
DI
588
Disciplined Investors
Texas
$266K +$385 +7 +0.1%
PA
589
PFG Advisors
Arizona
$266K +$21.7K +394 +8%
S
590
SignatureFD
Georgia
$262K -$158K -2,868 -36%
PFP
591
Paragon Financial Partners
California
$262K – – –
BCM
592
Brookstone Capital Management
Illinois
$260K +$49.5K +899 +22%
LW
593
Linscomb Wealth
Texas
$258K – – –
CWM
594
Castle Wealth Management
Florida
$256K -$26.6K -484 -9%
AIP
595
Ameritas Investment Partners
Nebraska
$254K +$825 +15 +0.3%
DOA
596
D'Orazio & Associates
Virginia
$254K +$52.5K +954 +24%
CWR
597
Chico Wealth RIA
California
$254K +$31.5K +573 +13%
IA
598
IFP Advisors
Florida
$253K +$22.8K +414 +9%
FIA
599
Foundations Investment Advisors
Arizona
$250K -$1.93K -35 -0.7%
CPA
600
Cathy Pareto & Associates
Florida
$248K +$770 +14 +0.3%
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