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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
601
Sunbelt Securities
Texas
$57.6K – – –
FDCP
602
Foster Dykema Cabot & Partners
Massachusetts
$54.3K – – –
CFS
603
CGC Financial Services
Oregon
$52.4K – – –
SN
604
Sittner & Nelson
Oregon
$52.2K – – –
HIIFS
605
Harel Insurance Investments & Financial Services
Israel
$47K +$46K +850 New
LIS
606
Legacy Investment Solutions
Idaho
$46.3K +$42.4K +784 New
LWMI
607
Legacy Wealth Management (Idaho)
Idaho
$46.3K +$42.4K +784 New
RDFA
608
Ritter Daniher Financial Advisory
Ohio
$46.3K -$26K -480 -37%
IFS
609
Intelligent Financial Strategies
Minnesota
$41.8K -$7.79K -144 -16%
BCWM
610
Bartlett & Co Wealth Management
Ohio
$41.7K – – –
TC
611
Truvestments Capital
Florida
$40.3K +$39.2K +725 New
ME
612
McIlrath & Eck
Washington
$39.7K +$54 +1 +0.1%
WP
613
WealthShield Partners
North Carolina
$39.6K – – –
SC
614
Steph & Co
Wisconsin
$39.6K – – –
MWM
615
Mascoma Wealth Management
New Hampshire
$32K – – –
IHWM
616
Iron Horse Wealth Management
Iowa
$31.9K +$31K +574 New
BFA
617
BBJS Financial Advisors
Washington
$31.8K +$108 +2 +0.4%
OLVIG
618
Oliver Lagore Vanvalin Investment Group
Michigan
$31.7K +$3.41K +63 +12%
TSMHT
619
Thurston Springer Miller Herd & Titak
Indiana
$30.2K – – –
PA
620
Parallel Advisors
California
$30.1K -$4.16K -77 -12%
SRCM
621
Signature Resources Capital Management
California
$28.2K – – –
BF
622
BOK Financial
Oklahoma
$23.3K – – –
AIC
623
Archer Investment Corporation
Indiana
$18.6K – – –
BMC
624
Bear Mountain Capital
Washington
$16.1K – – –
AP
625
Aspect Partners
Virginia
$11.5K -$433 -8 -4%
23 24
25
26 27