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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
726
Caldwell Sutter Capital
California
$6.52K – – –
CAL
727
Capital Analysts LLC
Pennsylvania
$5K +$5.07K +89 New
QC
728
Quent Capital
New York
$4.83K +$4.73K +83 New
TCOV
729
Trust Company of Vermont
Vermont
$3.32K +$3.25K +57 New
WAS
730
Winch Advisory Services
Wisconsin
$2.54K +$57 +1 +2%
PWA
731
Physician Wealth Advisors
Utah
$2.1K – – –
AIC
732
Archer Investment Corporation
Indiana
$2.04K – – –
NEWAS
733
N.E.W. Advisory Services
Wisconsin
$1.8K – – –
BWMG
734
Bannerman Wealth Management Group
Texas
– -$835K -15,478 Closed
CPSAC
735
Chas P. Smith & Associates (CPS)
Florida
– -$662K -12,271 Closed
FPCP
736
Fort Point Capital Partners
California
– -$540K -10,000 Closed
GT
737
Greenleaf Trust
Michigan
– -$416K -7,707 Closed
TC
738
TownSquare Capital
Utah
– -$384K -7,122 Closed
CIM
739
Cambria Investment Management
California
– -$315K -5,844 Closed
EF
740
Empowered Funds
Pennsylvania
– -$315K -5,844 Closed
TA
741
TFB Advisors
Kansas
– -$285K -5,288 Closed
GAM
742
GEM Asset Management
Michigan
– -$246K -4,428 Closed
BAAM
743
Baker Avenue Asset Management
California
– -$228K -4,234 Closed
QCM
744
QRG Capital Management
Illinois
– -$223K -4,130 Closed
OCM
745
One Capital Management
California
– -$207K -3,844 Closed
SFC
746
Strategic Financial Concepts
Texas
– -$204K -3,775 Closed
BCM
747
Basso Capital Management
Connecticut
– -$162K -3,000 Closed
RFA
748
Reyes Financial Architecture
California
– -$105K -1,954 Closed
SC
749
SouthState Corp
Florida
– -$84K -1,557 Closed
WTFG
750
Wood Tarver Financial Group
Idaho
– -$71K -1,318 Closed
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