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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
676
Arax Advisory Partners
Colorado
$68.2K +$64.4K +1,264 New
MSWA
677
Marshall & Sterling Wealth Advisors
New York
$66.5K – – –
SN
678
Sittner & Nelson
Oregon
$65.5K – – –
BA
679
Bellwether Advisors
Nebraska
$65.1K – – –
FCG
680
Financial Connections Group
California
$63K – – –
AWM
681
Angeles Wealth Management
California
$60.6K – – –
TCA
682
Trifecta Capital Advisors
Illinois
$60.2K -$20.2K -396 -26%
HR
683
Howe & Rusling
New York
$59.4K – – –
SS
684
Sunbelt Securities
Texas
$57.7K +$52.8K +1,036 New
PWAM
685
Private Wealth Asset Management
Iowa
$54.4K -$296K -5,816 -85%
HFS
686
Hantz Financial Services
Michigan
$53K +$49.7K +976 New
FDCP
687
Foster Dykema Cabot & Partners
Massachusetts
$52.7K – – –
BIG
688
Brooklyn Investment Group
New York
$52.7K +$49.7K +976 New
CFS
689
CGC Financial Services
Oregon
$50.8K – – –
RDFA
690
Ritter Daniher Financial Advisory
Ohio
$44.9K – – –
IF
691
Integrity Financial
Wyoming
$42.4K +$4.69K +92 +13%
BCWM
692
Bartlett & Co Wealth Management
Ohio
$40.4K – – –
IFS
693
Intelligent Financial Strategies
Minnesota
$39.3K – – –
ME
694
McIlrath & Eck
Washington
$38.7K +$51 +1 +0.1%
WP
695
WealthShield Partners
North Carolina
$38.4K – – –
SC
696
Steph & Co
Wisconsin
$38.4K – – –
NRG
697
Nemes Rush Group
Michigan
$34.5K +$8.45K +166 +35%
MWM
698
Mascoma Wealth Management
New Hampshire
$31K – – –
EWA
699
EQ Wealth Advisors
Texas
$29.4K – – –
PA
700
Parallel Advisors
California
$29.2K – – –
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