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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
601
Fiduciary Alliance
South Carolina
$267K -$42.3K -742 -14%
EIG
602
Ellenbecker Investment Group
Wisconsin
$266K +$513 +9 +0.2%
TSS
603
Two Sigma Securities
New York
$265K -$32.2K -565 -11%
KFI
604
Key Financial Inc
Pennsylvania
$264K – – –
DJSG
605
D.J. St. Germain
Massachusetts
$261K – – –
AI
606
Accredited Investors
Minnesota
$260K -$44.1K -775 -15%
SCM
607
SCS Capital Management
Massachusetts
$259K – – –
DWM
608
Destination Wealth Management
California
$258K -$161K -2,833 -39%
BB
609
Busey Bank
Illinois
$257K – – –
NC
610
North Capital
Utah
$256K +$1.25K +22 +0.5%
APC
611
Asset Planning Corporation
Tennessee
$254K +$248K +4,362 New
WWM
612
Woodside Wealth Management
Massachusetts
$251K – – –
PS
613
Principal Securities
Iowa
$250K -$75.9K -1,333 -24%
GM
614
GeoWealth Management
Illinois
$250K – – –
VA
615
Vident Advisory
Georgia
$250K – – –
WTA
616
Washington Trust Advisors
Massachusetts
$247K +$241K +4,236 New
CSIC
617
Clifford Swan Investment Counsel
California
$245K – – –
RMDI
618
R.M. Davis Inc
Maine
$243K +$238K +4,176 New
FFM
619
Flagstone Financial Management
Nebraska
$239K – – –
SWM
620
SilverOak Wealth Management
Minnesota
$238K – – –
DWM
621
Drive Wealth Management
Utah
$237K -$1.94K -34 -0.8%
GWM
622
GDS Wealth Management
Texas
$237K -$1.08K -19 -0.5%
GPW
623
Gentry Private Wealth
Kansas
$236K – – –
CWM
624
Core Wealth Management
Florida
$234K -$4.16K -73 -2%
MAG
625
Mokosak Advisory Group
Iowa
$234K +$1.08K +19 +0.5%
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