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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
MWM
76
Meritas Wealth Management
California
USD 28.2 M -USD 103 k -1,536 -0.4%
LFA
77
Lauterbach Financial Advisors
Texas
USD 27.3 M +USD 60.6 k +907 +0.2%
First Command Advisory Services
78
First Command Advisory Services
Texas
USD 27 M -USD 6.17 M -92,280 -19%
Foster Group
79
Foster Group
Iowa
USD 26.9 M -USD 582 k -8,705 -2%
MSWM
80
Master's Wealth Management
Pennsylvania
USD 26.9 M +USD 1.36 M +20,406 +6%
HNWA
81
Henrickson Nauta Wealth Advisors
Michigan
USD 26.9 M +USD 716 k +10,718 +3%
TFO Wealth Partners
82
TFO Wealth Partners
Ohio
USD 26.7 M -USD 1.01 M -15,174 -4%
Betterment LLC
83
Betterment LLC
New York
USD 26.6 M +USD 901 k +13,489 +4%
Mission Wealth Management
84
Mission Wealth Management
California
USD 26.1 M +USD 11.6 M +173,461 +87%
Eclectic Associates
85
Eclectic Associates
California
USD 25.8 M +USD 1.31 M +19,607 +6%
TFP
86
Triune Financial Partners
Kansas
USD 25.6 M +USD 734 k +10,986 +3%
SWM
87
Sterling Wealth Management
Illinois
USD 25.5 M +USD 55.1 k +824 +0.2%
Equitable Holdings
88
Equitable Holdings
New York
USD 25.4 M +USD 1.48 M +22,100 +6%
Elser Financial Planning
89
Elser Financial Planning
Indiana
USD 25.1 M -USD 727 k -10,877 -3%
Truist Financial
90
Truist Financial
North Carolina
USD 24.8 M +USD 3.24 M +48,430 +16%
GWMT
91
Guardian Wealth Management (Tennessee)
Tennessee
USD 24.6 M -USD 305 k -4,570 -1%
BlackRock
92
BlackRock
New York
USD 24.5 M +USD 6.36 M +95,233 +37%
Visionary Wealth Advisors
93
Visionary Wealth Advisors
Illinois
USD 24.1 M -USD 112 k -1,675 -0.5%
Choreo LLC
94
Choreo LLC
Illinois
USD 24 M -USD 133 k -1,985 -0.6%
THL
95
Tillman Hartley LLC
Colorado
USD 23.2 M -USD 577 k -8,636 -3%
KFG
96
Kelly Financial Group
Connecticut
USD 23.1 M +USD 170 k +2,540 +0.8%
RCI
97
RS Crum Inc
California
USD 22.8 M +USD 289 k +4,319 +1%
Farther Finance Advisors
98
Farther Finance Advisors
California
USD 22.7 M +USD 3.77 M +56,418 +21%
KCA
99
Kilner Capital Advisors
Maryland
USD 22.3 M +USD 105 k +1,575 +0.5%
Atlantic Union Bankshares
100
Atlantic Union Bankshares
Virginia
USD 22 M +USD 1.41 M +21,107 +7%
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