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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BNA
726
BankChampaign National Association
Illinois
$137K +$2.22K +38 New
AWM
727
Abound Wealth Management
Tennessee
$137K +$39.6K +678 +42%
IRC
728
Investors Research Corp
Georgia
$133K – – –
CMBA
729
C.M. Bidwell & Associates
Hawaii
$131K -$4.96K -85 -4%
GWS
730
Glassman Wealth Services
Virginia
$122K – – –
SAM
731
S.A. Mason
Michigan
$121K -$46.7K -800 -28%
OA
732
Operose Advisors
Wisconsin
$118K +$116K +1,989 New
UB
733
UMB Bank
Missouri
$118K – – –
HNB
734
Huntington National Bank
Ohio
$115K – – –
TCM
735
Tradewinds Capital Management
Washington
$98K +$66.1K +1,133 +221%
CMP
736
Coston McIsaac & Partners
Maine
$86K – – –
WT
737
Whittier Trust
California
$82K – – –
MA
738
Modus Advisors
Minnesota
$81.6K +$79.9K +1,370 New
SN
739
Sittner & Nelson
Oregon
$80.9K – – –
KFAS
740
Keating Financial Advisory Services
Kansas
$79.6K +$78K +1,337 New
PCA
741
Providence Capital Advisors
North Carolina
$79.1K – – –
AFG
742
Albion Financial Group
Utah
$77.5K – – –
CFFP
743
Center for Financial Planning
Michigan
$77.4K – – –
RWS
744
Retirement Wealth Solutions
Wisconsin
$73.7K – – –
MSWA
745
Marshall & Sterling Wealth Advisors
New York
$73.4K – – –
AWM
746
Angeles Wealth Management
California
$66.9K – – –
TCA
747
Trifecta Capital Advisors
Illinois
$66.4K – – –
HR
748
Howe & Rusling
New York
$65.6K – – –
CH
749
CDKV Holdings
Colorado
$63.2K +$62K +1,062 New
OC
750
Optima Capital
Oregon
$60.4K +$59.2K +1,014 New
28 29
30
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