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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
Trust Company of Vermont
851
Trust Company of Vermont
Vermont
USD 3.98 k +USD 3.81 k +57 Nuevas
Horizon Investments
852
Horizon Investments
North Carolina
USD 3.28 k +USD 3.14 k +47 Nuevas
WAS
853
Winch Advisory Services
Wisconsin
USD 3.09 k – – –
Trust Company
854
Trust Company
Kansas
USD 3.08 k – – –
Physician Wealth Advisors
855
Physician Wealth Advisors
Utah
USD 2.52 k – – –
AIC
856
Archer Investment Corporation
Indiana
USD 2.45 k – – –
NEWAS
857
N.E.W. Advisory Services
Wisconsin
USD 2.17 k – – –
Q1WB
858
Quest 10 Wealth Builders
Virginia
USD 699 – – –
DFA
859
DHJJ Financial Advisors
Illinois
USD 350 +USD 334 +5 Nuevas
SignatureFD
860
SignatureFD
Georgia
USD 71 – – –
Private Wealth Asset Management
861
Private Wealth Asset Management
Iowa
USD 70 – – –
SCM
862
SOL Capital Management
Maryland
– -USD 11 M -222,309 Cerradas
TRB Wealth Management
863
TRB Wealth Management
Texas
– -USD 5.87 M -94,046 Cerradas
OFO
864
OneAscent Family Office
Alabama
– -USD 919 k -14,720 Cerradas
VisionPoint Advisory Group
865
VisionPoint Advisory Group
Texas
– -USD 819 k -13,116 Cerradas
Blue Trust Inc
866
Blue Trust Inc
Georgia
– -USD 758 k -12,132 Cerradas
EW
867
Evoke Wealth
California
– -USD 752 k -12,041 Cerradas
MCA
868
Magnolia Capital Advisors
Mississippi
– -USD 630 k -10,082 Cerradas
WWM
869
Whalen Wealth Management
Nevada
– -USD 357 k -5,717 Cerradas
Independent Advisor Alliance
870
Independent Advisor Alliance
North Carolina
– -USD 319 k -5,103 Cerradas
Fiduciary Alliance
871
Fiduciary Alliance
South Carolina
– -USD 322 k -4,974 Cerradas
Fisher Asset Management
872
Fisher Asset Management
Washington
– -USD 290 k -4,637 Cerradas
LWM
873
LongView Wealth Management
Georgia
– -USD 293 k -4,500 Cerradas
SCS Capital Management
874
SCS Capital Management
Massachusetts
– -USD 278 k -4,457 Cerradas
Cortland Associates
875
Cortland Associates
Missouri
– -USD 256 k -4,105 Cerradas
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