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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
701
Private Advisory Group
Washington
$233K +$237K +3,734 New
PPP
702
Prism Planning Partners
Illinois
$233K – – –
FA
703
Fermata Advisors
California
$233K +$762 +12 +0.3%
GBWM
704
Granite Bay Wealth Management
New Hampshire
$232K – – –
WWM
705
Western Wealth Management
Colorado
$232K +$236K +3,710 New
FWM
706
FFT Wealth Management
Pennsylvania
$232K – – –
IF
707
Ironwood Financial
Arizona
$228K – – –
CWS
708
Cypress Wealth Services
California
$228K +$318 +5 +0.1%
AP
709
Americana Partners
Texas
$227K – – –
EFG
710
Everhart Financial Group
Ohio
$227K +$231K +3,636 New
CT
711
Caldwell Trust
Florida
$225K – – –
FFA
712
Frazier Financial Advisors
Ohio
$225K – – –
BIG
713
Brooklyn Investment Group
New York
$225K +$229K +3,598 New
SH
714
SLT Holdings
Arizona
$223K – – –
IIA
715
Integrity Investment Advisors
Colorado
$220K – – –
AG
716
Ascent Group
Virginia
$220K -$8.38K -132 -4%
APP
717
Avantax Planning Partners
Iowa
$217K – – –
JWCA
718
J.W. Cole Advisors
Florida
$214K +$218K +3,428 New
HG
719
Harbor Group
New Hampshire
$214K -$3.94K -62 -2%
AF
720
Align Financial
Minnesota
$209K – – –
SIC
721
SJS Investment Consulting
Ohio
$208K – – –
BRIA
722
Balanced Rock Investment Advisors
Massachusetts
$208K +$211K +3,323 New
RWM
723
Raffa Wealth Management
District of Columbia
$207K -$6.73K -106 -3%
CCM
724
Canal Capital Management
Virginia
$207K +$211K +3,319 New
WC
725
Weil Company
California
$207K +$210K +3,312 New
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30 31