¡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
MML Investors Services
151
MML Investors Services
Massachusetts
USD 11.3 M -USD 732 k -10,961 -6%
New England Private Wealth Advisors
152
New England Private Wealth Advisors
Massachusetts
USD 10.9 M -USD 217 k -3,243 -2%
McKinley Carter Wealth Services
153
McKinley Carter Wealth Services
West Virginia
USD 10.8 M +USD 527 k +7,886 +5%
Regions Financial Corp
154
Regions Financial Corp
Alabama
USD 10.6 M +USD 200 +3 +0%
O3W
155
Omni 360 Wealth
New Jersey
USD 10.5 M -USD 1.26 M -18,913 -11%
Lutz Financial Services
156
Lutz Financial Services
Nebraska
USD 10.4 M -USD 71 k -1,062 -0.7%
PFA
157
Pillar Financial Advisors
Kentucky
USD 10.4 M -USD 6.75 k -101 -0.1%
LFGO
158
Legacy Financial Group (Oklahoma)
Oklahoma
USD 10.3 M -USD 304 k -4,554 -3%
Austin Asset Management
159
Austin Asset Management
Texas
USD 10.2 M -USD 219 k -3,273 -2%
AWM
160
Avondale Wealth Management
Texas
USD 10.2 M +USD 859 k +12,861 +10%
Kestra Advisory Services
161
Kestra Advisory Services
Texas
USD 10 M +USD 586 k +8,773 +7%
AIS
162
American Investment Services
Massachusetts
USD 10 M -USD 14.3 k -214 -0.2%
Stratos Wealth Partners
163
Stratos Wealth Partners
Ohio
USD 9.9 M +USD 727 k +10,878 +8%
SIS
164
Strategic Investment Solutions
Illinois
USD 9.9 M +USD 288 k +4,307 +3%
CSB
165
City State Bank
Iowa
USD 9.9 M +USD 518 k +7,749 +6%
TCRG
166
Twin Cities Retirement Group
Minnesota
USD 9.7 M -USD 424 k -6,349 -4%
Mather Group
167
Mather Group
Illinois
USD 9.6 M -USD 315 k -4,715 -3%
JWS
168
Juncture Wealth Strategies
Arizona
USD 9.6 M +USD 15.4 k +230 +0.2%
GCA
169
Gradient Capital Advisors
California
USD 9.41 M -USD 262 k -3,918 -3%
HIA
170
Highland Investment Advisors
Florida
USD 9.4 M +USD 8.99 M +134,493 Nuevas
VF
171
Vawter Financial
Ohio
USD 9.29 M -USD 181 k -2,716 -2%
SC
172
Scratch Capital
Idaho
USD 9.21 M +USD 735 +11 +0%
DiNuzzo Private Wealth
173
DiNuzzo Private Wealth
Pennsylvania
USD 9.2 M -USD 151 k -2,267 -2%
LFP
174
Lakeshore Financial Planning
Michigan
USD 8.98 M -USD 95.7 k -1,432 -1%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
USD 8.97 M -USD 680 k -10,177 -7%
5 6
7
8 9