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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
MJP Associates
776
MJP Associates
Connecticut
USD 202 k +USD 193 k +2,890 Nuevas
EWP
777
E-Wealth Partners
Minnesota
USD 202 k +USD 193 k +2,890 Nuevas
FPW
778
Fairvoy Private Wealth
Alabama
USD 201 k +USD 192 k +2,874 Nuevas
HC
779
Hurley Capital
New York
USD 194 k +USD 15.2 k +228 +9%
PB
780
Prosperity Bancshares
Texas
USD 191 k – – –
OA
781
Operose Advisors
Wisconsin
USD 190 k – – –
Princeton Global Asset Management
782
Princeton Global Asset Management
New Jersey
USD 175 k – – –
FFG
783
Forum Finance Group
USD 173 k – – –
BF
784
Brooklyn FI
New York
USD 173 k +USD 164 k +2,449 Nuevas
M
785
MOTCO
Texas
USD 164 k – – –
AWM
786
Abound Wealth Management
Tennessee
USD 161 k -USD 22.7 k -339 -13%
IRC
787
Investors Research Corp
Georgia
USD 156 k – – –
Clearstead Advisors
788
Clearstead Advisors
Ohio
USD 153 k -USD 21.2 k -317 -13%
CSPIA
789
Cary Street Partners Investment Advisory
Virginia
USD 149 k +USD 41.6 k +622 +41%
CMBA
790
C.M. Bidwell & Associates
Hawaii
USD 148 k – – –
BNA
791
BankChampaign National Association
Illinois
USD 144 k – – –
Glassman Wealth Services
792
Glassman Wealth Services
Virginia
USD 144 k – – –
Howe & Rusling
793
Howe & Rusling
New York
USD 143 k +USD 63.2 k +946 +86%
SAM
794
S.A. Mason
Michigan
USD 142 k – – –
Capital Investment Advisory Services
795
Capital Investment Advisory Services
North Carolina
USD 135 k -USD 26.6 k -398 -17%
Hantz Financial Services
796
Hantz Financial Services
Michigan
USD 101 k +USD 31.1 k +466 +48%
CMP
797
Coston McIsaac & Partners
Maine
USD 97 k – – –
UBS AM
798
UBS AM
Illinois
USD 96.7 k – – –
Keating Financial Advisory Services
799
Keating Financial Advisory Services
Kansas
USD 93.5 k – – –
Providence Capital Advisors
800
Providence Capital Advisors
North Carolina
USD 92.9 k – – –
30 31
32
33 34