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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
651
Smith Partners Wealth Management
North Carolina
$286K +$280K +4,802 New
MWA
652
Midland Wealth Advisors
Illinois
$283K -$47.1K -807 -15%
CCA
653
Clarity Capital Advisors
Florida
$280K – – –
GFP
654
Gryphon Financial Partners
Ohio
$279K – – –
CIA
655
Concurrent Investment Advisors
Florida
$277K +$584 +10 +0.2%
TVPW
656
Third View Private Wealth
Connecticut
$276K +$271K +4,638 New
SWP
657
Significant Wealth Partners
Illinois
$275K – – –
FA
658
Fiduciary Alliance
South Carolina
$273K – – –
EIG
659
Ellenbecker Investment Group
Wisconsin
$272K +$408 +7 +0.2%
KFI
660
Key Financial Inc
Pennsylvania
$269K – – –
DWM
661
Destination Wealth Management
California
$264K – – –
SFGM
662
Stonebridge Financial Group (Missouri)
Missouri
$263K +$258K +4,418 New
NC
663
North Capital
Utah
$263K +$992 +17 +0.4%
WWM
664
Woodside Wealth Management
Massachusetts
$257K – – –
AI
665
Accredited Investors
Minnesota
$256K -$9.34K -160 -4%
GM
666
GeoWealth Management
Illinois
$256K – – –
VA
667
Vident Advisory
Georgia
$256K – – –
NP
668
NorthRock Partners
Minnesota
$253K +$248K +4,255 New
WTA
669
Washington Trust Advisors
Massachusetts
$253K +$817 +14 +0.3%
IA
670
Integrity Alliance
Iowa
$252K +$247K +4,230 New
DWS
671
Discipline Wealth Solutions
South Carolina
$251K -$472K -8,094 -66%
FFM
672
Flagstone Financial Management
Nebraska
$245K – – –
SWM
673
SilverOak Wealth Management
Minnesota
$244K – – –
DWM
674
Drive Wealth Management
Utah
$243K +$58 +1 +0%
GPW
675
Gentry Private Wealth
Kansas
$241K – – –
25 26
27
28 29