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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
Geometric Wealth Advisors
601
Geometric Wealth Advisors
District of Columbia
USD 456 k – – –
FA
602
Fortis Advisors
Pennsylvania
USD 448 k +USD 1.4 k +21 +0.3%
D.E. Shaw & Co
603
D.E. Shaw & Co
New York
USD 446 k +USD 426 k +6,377 Nuevas
Mitchell Capital Management
604
Mitchell Capital Management
Kansas
USD 445 k -USD 7.95 k -119 -2%
Brown Advisory
605
Brown Advisory
Maryland
USD 441 k -USD 63.8 k -955 -13%
FFG
606
First Financial Group
North Carolina
USD 440 k – – –
First Manhattan
607
First Manhattan
New York
USD 439 k – – –
William Blair & Company
608
William Blair & Company
Illinois
USD 438 k +USD 89.1 k +1,334 +27%
SHF
609
Stage Harbor Financial
Massachusetts
USD 438 k – – –
Vertex Planning Partners
610
Vertex Planning Partners
Illinois
USD 437 k -USD 13.8 k -206 -3%
KFP
611
Keener Financial Planning
Texas
USD 435 k – – –
MWC
612
MBM Wealth Consultants
Missouri
USD 433 k -USD 24.2 k -362 -6%
BWM
613
BCO Wealth Management
New Mexico
USD 432 k – – –
HIA
614
HTG Investment Advisors
Connecticut
USD 428 k – – –
St Louis Trust
615
St Louis Trust
Missouri
USD 422 k – – –
LSA
616
Lansing Street Advisors
Pennsylvania
USD 421 k +USD 403 k +6,026 Nuevas
Brookwood Investment Group
617
Brookwood Investment Group
Arizona
USD 420 k +USD 67 k +1,003 +20%
Acorn Financial Advisory Services
618
Acorn Financial Advisory Services
Virginia
USD 419 k – – –
SSC
619
Syverson Strege & Co
Iowa
USD 415 k +USD 1.07 k +16 +0.3%
SAM
620
Sequent Asset Management
Texas
USD 415 k – – –
NWAM LLC
621
NWAM LLC
Washington
USD 409 k +USD 135 k +2,024 +53%
WFA
622
WMG Financial Advisors
Tennessee
USD 409 k -USD 2.34 k -35 -0.6%
WAN
623
Wealth Advisors Northwest
Oregon
USD 407 k -USD 5.95 k -89 -2%
AIS
624
Accredited Investor Services
Minnesota
USD 406 k – – –
Tower Research Capital (TRC)
625
Tower Research Capital (TRC)
New York
USD 405 k +USD 254 k +3,803 +191%
23 24
25
26 27