¡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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
USD 22 M +USD 1.03 M +15,472 +5%
BGWM
102
Bridge Generations Wealth Management
Florida
USD 21.8 M +USD 60.3 k +903 +0.3%
Cardiff Park Advisors
103
Cardiff Park Advisors
California
USD 21.5 M -USD 618 k -9,248 -3%
CPW
104
Crestmont Private Wealth
Texas
USD 21.5 M +USD 7.5 M +112,245 +58%
D.A. Davidson & Co
105
D.A. Davidson & Co
Montana
USD 21.3 M +USD 3.49 M +52,290 +21%
BlueSky Wealth Advisors
106
BlueSky Wealth Advisors
North Carolina
USD 21.3 M +USD 701 k +10,483 +4%
Financial Engines Advisors
107
Financial Engines Advisors
California
USD 21.2 M -USD 1.53 M -22,931 -7%
KSWWM
108
Keyes Stange & Wooten Wealth Management
Florida
USD 21.1 M +USD 154 k +2,302 +0.8%
Beacon Pointe Advisors
109
Beacon Pointe Advisors
California
USD 21.1 M -USD 391 k -5,850 -2%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
USD 20.8 M +USD 3.12 M +46,637 +19%
PA
111
Prism Advisors
California
USD 20.5 M -USD 614 k -9,182 -3%
DWM
112
Dopkins Wealth Management
New York
USD 20.5 M -USD 297 k -4,441 -1%
RLWM
113
RF&L Wealth Management
Massachusetts
USD 20.2 M -USD 56.7 k -849 -0.3%
Park Avenue Securities
114
Park Avenue Securities
New York
USD 19.8 M +USD 2.28 M +34,151 +14%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
USD 19.4 M +USD 420 k +6,291 +2%
LW
116
Libra Wealth
California
USD 19.3 M -USD 265 k -3,959 -1%
ACM
117
Aspen Capital Management
Idaho
USD 19.2 M -USD 197 k -2,948 -1%
TPW
118
Tiller Private Wealth
Pennsylvania
USD 19.1 M -USD 155 k -2,313 -0.8%
Pathstone Holdings
119
Pathstone Holdings
New Jersey
USD 19.1 M -USD 4.25 M -63,635 -19%
WPWealth
120
WPWealth
Texas
USD 17.6 M -USD 2.19 M -32,766 -11%
Quantum Financial Advisors
121
Quantum Financial Advisors
California
USD 17.6 M -USD 96.6 k -1,445 -0.6%
Morgan Stanley
122
Morgan Stanley
New York
USD 17.1 M +USD 2.2 k +33 +0%
PFS
123
Professional Financial Solutions
Virginia
USD 16.6 M +USD 103 k +1,538 +0.7%
GCM
124
Graver Capital Management
Ohio
USD 16.5 M -USD 710 k -10,621 -4%
Altiora Financial Group
125
Altiora Financial Group
Ohio
USD 16.4 M -USD 18.2 k -272 -0.1%
3 4
5
6 7