¡Ya estamos en ! Descubre más
icono de DFAT

U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
TWM
51
Tumwater Wealth Management
Idaho
USD 44.5 M +USD 533 k +7,973 +1%
Helen Stephens Group
52
Helen Stephens Group
Texas
USD 40.9 M +USD 3.24 M +48,472 +9%
RYA
53
Richard Young Associates
Georgia
USD 39 M -USD 23.2 k -347 -0.1%
Confluence Wealth Services
54
Confluence Wealth Services
Pennsylvania
USD 38.8 M +USD 6.52 M +97,540 +21%
FH
55
Financial Harvest
Florida
USD 37.6 M +USD 2.03 M +30,440 +6%
UBS Group
56
UBS Group
Switzerland
USD 37 M +USD 5.14 M +76,847 +17%
Mosaic Family Wealth Partners
57
Mosaic Family Wealth Partners
Missouri
USD 35.4 M +USD 1.16 M +17,347 +4%
EFP
58
EnRich Financial Partners
Wisconsin
USD 35.3 M -USD 1.14 M -17,069 -3%
Beaird Harris Wealth Management
59
Beaird Harris Wealth Management
Texas
USD 33 M -USD 833 k -12,459 -3%
Summit Financial Strategies
60
Summit Financial Strategies
Ohio
USD 33 M +USD 1.74 M +26,038 +6%
Planning Center Inc
61
Planning Center Inc
Illinois
USD 32.7 M -USD 19.8 k -297 -0.1%
TCI Wealth Advisors
62
TCI Wealth Advisors
Arizona
USD 32.5 M -USD 365 k -5,469 -1%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
USD 32.3 M +USD 681 k +10,190 +2%
NL
64
NorthAvenue LLC
Ohio
USD 31.8 M +USD 953 k +14,258 +3%
AE Wealth Management
65
AE Wealth Management
Kansas
USD 31.8 M +USD 941 k +14,086 +3%
BWA
66
Babb Wealth Advisors
Arizona
USD 31.7 M +USD 1.04 M +15,636 +4%
AQR Capital Management
67
AQR Capital Management
Connecticut
USD 31.3 M +USD 3.78 M +56,593 +14%
Conrad Siegel Investment Advisors
68
Conrad Siegel Investment Advisors
Pennsylvania
USD 31.1 M +USD 333 k +4,986 +1%
Forvis Mazars Wealth Advisors
69
Forvis Mazars Wealth Advisors
Missouri
USD 30.5 M -USD 3.16 M -47,229 -10%
SIMC
70
Squire Investment Management Company
Utah
USD 30.2 M -USD 65.4 k -978 -0.2%
WG
71
Watchman Group
Texas
USD 30.2 M +USD 76.8 k +1,149 +0.3%
DEM
72
Disciplined Equity Management
Florida
USD 30 M +USD 998 k +14,930 +4%
Allen Capital Group
73
Allen Capital Group
Nebraska
USD 29.5 M +USD 225 k +3,373 +0.8%
TFC Financial Management
74
TFC Financial Management
Massachusetts
USD 28.8 M +USD 168 k +2,513 +0.6%
CFGA
75
Cambridge Financial Group (Arizona)
Arizona
USD 28.4 M +USD 1.05 M +15,746 +4%
1 2
3
4 5