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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
651
Paragon Financial Partners
California
$359K – – –
FWS
652
FinDec Wealth Services
California
$359K -$735 -11 -0.2%
MAWA
653
Moss Adams Wealth Advisors
Washington
$352K +$1.14K +17 +0.3%
IAN
654
Integrated Advisors Network
Texas
$352K -$6.62K -99 -2%
AIP
655
Ameritas Investment Partners
Nebraska
$352K +$1.14K +17 +0.3%
BCM
656
Bannerstone Capital Management
Minnesota
$351K -$15.9K -238 -5%
MWM
657
McCartney Wealth Management
Missouri
$348K – – –
TP
658
Tranquility Partners
Tennessee
$346K -$52.9K -791 -14%
CPA
659
Cathy Pareto & Associates
Florida
$343K +$1.14K +17 +0.3%
CG
660
Corundum Group
Colorado
$343K -$78.4K -1,173 -19%
CFG
661
Citizens Financial Group
Rhode Island
$341K +$2.81K +42 +0.9%
DI
662
Disciplined Investors
Texas
$339K +$535 +8 +0.2%
DJSG
663
D.J. St. Germain
Massachusetts
$339K +$67 +1 +0%
SFGM
664
Stonebridge Financial Group (Missouri)
Missouri
$339K -$1.67K -25 -0.5%
NC
665
North Capital
Utah
$337K +$26.1K +390 +9%
SPWM
666
Smith Partners Wealth Management
North Carolina
$336K – – –
VA
667
VestGen Advisors
Illinois
$332K – – –
BBHC
668
Brown Brothers Harriman & Co
New York
$329K -$4.01K -60 -1%
CCA
669
Clarity Capital Advisors
Florida
$328K – – –
GFP
670
Gryphon Financial Partners
Ohio
$328K – – –
WSFS
671
Wilmington Savings Fund Society
Delaware
$325K -$43.4K -650 -12%
HNB
672
Huntington National Bank
Ohio
$325K -$7.42K -111 -3%
TVPW
673
Third View Private Wealth
Connecticut
$324K – – –
SWP
674
Significant Wealth Partners
Illinois
$322K – – –
ACM
675
AlphaStar Capital Management
North Carolina
$320K +$306K +4,585 New
25 26
27
28 29