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icono de DFAT

U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Creative Planning
1
Creative Planning
Kansas
USD 930 M -USD 14.5 M -216,333 -2%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 873 M -USD 43.6 M -652,203 -5%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 726 M +USD 2.27 M +34,003 +0.3%
Index Fund Advisors
4
Index Fund Advisors
California
USD 442 M -USD 3.7 M -55,362 -0.9%
Pure Financial Advisors
5
Pure Financial Advisors
California
USD 399 M +USD 13 M +194,707 +4%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 394 M -USD 5.59 M -83,665 -1%
Savant Capital
7
Savant Capital
Illinois
USD 375 M +USD 37.9 M +566,624 +12%
EP Wealth Advisors
8
EP Wealth Advisors
California
USD 332 M +USD 30.1 M +450,901 +10%
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
USD 197 M -USD 1.75 M -26,124 -0.9%
Asset Dedication LLC
10
Asset Dedication LLC
California
USD 178 M +USD 580 k +8,673 +0.3%
Apella Capital
11
Apella Capital
Connecticut
USD 144 M -USD 3.68 M -55,126 -3%
Raymond James Financial
12
Raymond James Financial
Florida
USD 128 M -USD 14.3 M -213,946 -10%
Corient Private Wealth
13
Corient Private Wealth
Florida
USD 126 M -USD 56.4 M -843,406 -32%
HighTower Advisors
14
HighTower Advisors
Illinois
USD 125 M -USD 972 k -14,539 -0.8%
Trust Company of the South
15
Trust Company of the South
North Carolina
USD 123 M -USD 2.43 M -36,380 -2%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
USD 118 M +USD 8.63 M +129,123 +8%
Bank of America
17
Bank of America
North Carolina
USD 113 M +USD 5.85 M +87,526 +6%
CPA
18
Capital Performance Advisors
California
USD 105 M +USD 685 k +10,258 +0.7%
Smartleaf Asset Management
19
Smartleaf Asset Management
Massachusetts
USD 104 M – – –
Truepoint Inc
20
Truepoint Inc
Ohio
USD 102 M -USD 1.14 M -16,997 -1%
GOCP
21
Great Oak Capital Partners
Massachusetts
USD 100 M +USD 404 k +6,049 +0.4%
Sequoia Financial Advisors
22
Sequoia Financial Advisors
Ohio
USD 97.3 M +USD 1.21 M +18,136 +1%
Cerity Partners
23
Cerity Partners
New York
USD 93.4 M +USD 14 M +209,854 +19%
LPL Financial
24
LPL Financial
California
USD 88 M +USD 3.24 M +48,521 +4%
PFG
25
Premier Financial Group
California
USD 82.7 M -USD 256 k -3,828 -0.3%
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