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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
T
676
Transce3nd
Texas
$61.4K -$56.5K -1,027 -44%
FCG
677
Financial Connections Group
California
$60K – – –
AWM
678
Angeles Wealth Management
California
$57.8K -$88.6K -1,610 -59%
HR
679
Howe & Rusling
New York
$56.7K – – –
FDCP
680
Foster Dykema Cabot & Partners
Massachusetts
$50.3K – – –
CFS
681
CGC Financial Services
Oregon
$48.5K – – –
RDFA
682
Ritter Daniher Financial Advisory
Ohio
$42.8K – – –
BCWM
683
Bartlett & Co Wealth Management
Ohio
$38.6K – – –
IFS
684
Intelligent Financial Strategies
Minnesota
$37.5K – – –
ME
685
McIlrath & Eck
Washington
$36.8K +$55 +1 +0.1%
WP
686
WealthShield Partners
North Carolina
$36.7K – – –
SC
687
Steph & Co
Wisconsin
$36.6K – – –
IF
688
Integrity Financial
Wyoming
$35.7K +$38.2K +694 New
MSWM
689
Mowery & Schoenfeld Wealth Management
Illinois
$33.2K – – –
MWM
690
Mascoma Wealth Management
New Hampshire
$29.6K – – –
EWA
691
EQ Wealth Advisors
Texas
$28K +$29.9K +544 New
PA
692
Parallel Advisors
California
$27.9K -$3.47K -63 -10%
TCM
693
Tradewinds Capital Management
Washington
$26.4K – – –
SRCM
694
Signature Resources Capital Management
California
$26.1K – – –
RF
695
Rossby Financial
Florida
$25.5K +$28.6K +520 New
NRG
696
Nemes Rush Group
Michigan
$24.4K +$24.6K +447 +1,656%
TC
697
Truvestments Capital
Florida
$21.7K +$55 +1 +0.2%
LWMI
698
Legacy Wealth Management (Idaho)
Idaho
$20.2K – – –
UCB
699
United Community Bank
South Carolina
$19.4K +$20.7K +377 New
AIC
700
Archer Investment Corporation
Indiana
$17.2K – – –
26 27
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29 30