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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
726
Avantax Planning Partners
Iowa
$243K – – –
TWCA
727
Two West Capital Advisors
Kansas
$243K -$17.8K -267 -7%
CT
728
Caldwell Trust
Florida
$243K -$9.02K -135 -4%
AIM
729
Advyzon Investment Management
Illinois
$234K +$9.36K +140 +4%
AF
730
Align Financial
Minnesota
$234K – – –
RFA
731
Register Financial Advisors
Georgia
$234K +$223K +3,342 New
SIC
732
SJS Investment Consulting
Ohio
$233K – – –
CCM
733
Canal Capital Management
Virginia
$233K +$735 +11 +0.3%
RWM
734
Raffa Wealth Management
District of Columbia
$232K – – –
WC
735
Weil Company
California
$232K – – –
BRIA
736
Balanced Rock Investment Advisors
Massachusetts
$231K -$1.27K -19 -0.6%
LFAS
737
Level Four Advisory Services
Texas
$231K +$735 +11 +0.3%
EWM
738
Elmwood Wealth Management
California
$230K – – –
NPFS
739
Novak & Powell Financial Services
Florida
$230K – – –
FB
740
First Bancorp
Maine
$230K – – –
ODIJL
741
One Day In July LLC
Vermont
$229K – – –
MW
742
Marble Wealth
Alabama
$229K – – –
JWCA
743
J.W. Cole Advisors
Florida
$228K -$11.2K -167 -5%
WFA
744
WestHill Financial Advisors
California
$228K – – –
SRC
745
Sage Rhino Capital
California
$227K -$401 -6 -0.2%
FNBOO
746
First National Bank of Omaha
Nebraska
$226K +$216K +3,237 New
SEP
747
Signature Equity Partners
Ohio
$225K +$20.9K +313 +11%
FCU
748
Financial Concepts Unlimited
Maine
$224K – – –
SFP
749
Sterling Financial Planning
New Jersey
$223K +$213K +3,194 New
AAS
750
Ameritas Advisory Services
Nebraska
$223K -$660K -9,879 -76%
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30
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