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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
T
651
Transce3nd
Texas
$131K +$133K +2,319 New
CAS
652
Coppell Advisory Solutions
Texas
$131K -$3.15K -55 -2%
M
653
MOTCO
Texas
$131K – – –
HI
654
Harbour Investments
Wisconsin
$129K – – –
UB
655
UMB Bank
Missouri
$125K – – –
IRC
656
Investors Research Corp
Georgia
$125K – – –
GWS
657
Glassman Wealth Services
Virginia
$114K – – –
MFA
658
McClarren Financial Advisors
Pennsylvania
$108K -$3.43K -60 -3%
CIR
659
Clear Investment Research
Georgia
$103K -$3.78K -66 -3%
CTC
660
Central Trust Company
Missouri
$99.2K – – –
WTFG
661
Wood Tarver Financial Group
Idaho
$94K +$97.7K +1,707 New
HIIFS
662
Harel Insurance Investments & Financial Services
Israel
$92K +$46.3K +810 +95%
GRP
663
Global Retirement Partners
California
$85.9K +$3.09K +54 +4%
TCA
664
Trifecta Capital Advisors
Illinois
$84.2K – – –
CFO
665
CVA Family Office
Colorado
$83.2K – – –
OLVIG
666
Oliver Lagore Vanvalin Investment Group
Michigan
$81.2K +$50.8K +888 +156%
CMP
667
Coston McIsaac & Partners
Maine
$80K +$286 +5 +0.3%
WT
668
Whittier Trust
California
$73.9K -$648K -11,328 -90%
MSWA
669
Marshall & Sterling Wealth Advisors
New York
$68.6K +$70.5K +1,233 New
BA
670
Bellwether Advisors
Nebraska
$67.1K +$69K +1,206 New
FCG
671
Financial Connections Group
California
$65K – – –
SL
672
Salomon & Ludwin
Virginia
$61.6K – – –
HR
673
Howe & Rusling
New York
$61.3K – – –
SS
674
Sunbelt Securities
Texas
$57.5K – – –
FDCP
675
Foster Dykema Cabot & Partners
Massachusetts
$54.3K – – –
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