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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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
USD 79.6 M +USD 6.64 M +99,306 +9%
SM
27
Sensible Money
Arizona
USD 76.3 M +USD 1.54 M +23,058 +2%
Evanson Financial
28
Evanson Financial
Virginia
USD 76.2 M +USD 72.8 M +1,090,019 Nuevas
Allworth Financial
29
Allworth Financial
California
USD 74.2 M +USD 920 k +13,760 +1%
Abacus Wealth Partners
30
Abacus Wealth Partners
California
USD 71.6 M -USD 22.2 M -332,924 -25%
Parkwoods Wealth Partners
31
Parkwoods Wealth Partners
New York
USD 64.7 M +USD 873 k +13,058 +1%
Empirical Wealth Management
32
Empirical Wealth Management
Washington
USD 64.5 M +USD 579 k +8,659 +0.9%
TH
33
Team Hewins
California
USD 64.2 M -USD 159 k -2,380 -0.3%
Great Waters Wealth Management
34
Great Waters Wealth Management
Minnesota
USD 62.1 M +USD 2.34 M +34,948 +4%
Jones Financial Companies
35
Jones Financial Companies
Missouri
USD 59.2 M +USD 14.2 M +212,905 +34%
AssetMark Inc
36
AssetMark Inc
California
USD 59.1 M +USD 25.3 M +378,913 +81%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
USD 57.7 M +USD 9.18 M +137,406 +20%
Joel Isaacson & Co
38
Joel Isaacson & Co
New York
USD 57.6 M +USD 698 k +10,448 +1%
BAM
39
Bayshore Asset Management
Florida
USD 57.1 M -USD 1.27 M -19,062 -2%
Mariner
40
Mariner
Kansas
USD 55 M -USD 4.51 M -67,532 -8%
Modera Wealth Management
41
Modera Wealth Management
New Jersey
USD 53.9 M +USD 2.47 M +36,924 +5%
Monograph Wealth Advisors
42
Monograph Wealth Advisors
California
USD 52.9 M +USD 1.68 M +25,198 +3%
Plancorp LLC
43
Plancorp LLC
Missouri
USD 52.8 M -USD 42.5 M -636,083 -46%
RW Investment Management
44
RW Investment Management
Idaho
USD 51.8 M -USD 1.4 M -20,942 -3%
Three Arch Wealth Management
45
Three Arch Wealth Management
California
USD 51.1 M -USD 473 k -7,083 -1%
Phillips Financial Management
46
Phillips Financial Management
Indiana
USD 49.8 M -USD 3.02 M -45,149 -6%
Sax Wealth Advisors
47
Sax Wealth Advisors
New Jersey
USD 48.4 M +USD 1.2 M +17,970 +2%
KEB Asset Management
48
KEB Asset Management
Illinois
USD 47.9 M -USD 176 k -2,631 -0.4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
USD 46.3 M +USD 780 k +11,668 +2%
JP Morgan Chase
50
JP Morgan Chase
New York
USD 46 M +USD 2.2 M +32,966 +5%
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