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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
751
Cassaday & Co Wealth Management
Virginia
$222K +$5.48K +82 +3%
RIL
752
Rothschild Investment LLC
Illinois
$218K – – –
WA
753
Winter & Associates
Minnesota
$217K -$57.8K -865 -22%
KCP
754
Kera Capital Partners
California
$217K -$79.7K -1,192 -28%
IIM
755
Invariant Investment Management
Pennsylvania
$216K – – –
GAM
756
GEM Asset Management
Michigan
$215K +$206K +3,082 New
SFP
757
Shepherd Financial Partners
Massachusetts
$215K +$206K +3,079 New
UWM
758
USAdvisors Wealth Management
Minnesota
$215K +$206K +3,085 New
WFA
759
WJ Financial Advisors
Connecticut
$215K +$205K +3,074 New
PS
760
Principal Securities
Iowa
$215K -$64.3K -962 -24%
WTB
761
Washington Trust Bank
Washington
$212K +$202K +3,026 New
CWM
762
Castle Wealth Management
Florida
$211K +$202K +3,022 New
DWP
763
Destiny Wealth Partners
Florida
$210K +$199K +2,976 New
BIM
764
Bridges Investment Management
Nebraska
$210K +$200K +3,000 New
FSA
765
Financial Security Advisor
Virginia
$209K +$200K +2,988 New
UB
766
UMB Bank
Missouri
$209K -$73.8K -1,104 -27%
OG
767
Odyssey Group
Pennsylvania
$208K +$199K +2,971 New
GFWA
768
Grey Fox Wealth Advisors
Delaware
$207K +$198K +2,960 New
AF
769
Advisornet Financial
Minnesota
$207K +$1.14K +17 +0.6%
AWP
770
Accretive Wealth Partners
New Jersey
$206K -$91.2K -1,365 -32%
ML
771
McAdam LLC
Pennsylvania
$205K +$196K +2,930 New
NPAN
772
Northeast Planning Associates NH
New Hampshire
$204K +$195K +2,912 New
FTWA
773
Fifth Third Wealth Advisors
Ohio
$203K +$194K +2,902 New
TI
774
tru Independence
Oregon
$202K +$194K +2,896 New
AO
775
Advisor OS
Illinois
$202K +$193K +2,890 New
29 30
31
32 33