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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
Buckingham Strategic Wealth
1
Buckingham Strategic Wealth
Missouri
USD 524 M +USD 27 M +608,371 +5%
Creative Planning
2
Creative Planning
Kansas
USD 323 M +USD 15.5 M +350,216 +5%
Savant Capital
3
Savant Capital
Illinois
USD 139 M -USD 1.59 M -35,854 -1%
Merriman Wealth Management
4
Merriman Wealth Management
Washington
USD 139 M +USD 64 M +1,443,976 +86%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 96.5 M +USD 19.9 M +449,389 +26%
Truepoint Inc
6
Truepoint Inc
Ohio
USD 87.2 M +USD 87.1 M +1,963,763 Nuevas
Abacus Wealth Partners
7
Abacus Wealth Partners
California
USD 80.1 M -USD 1.27 M -28,740 -2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
USD 79.7 M -USD 403 k -9,101 -0.5%
Plancorp LLC
9
Plancorp LLC
Missouri
USD 79 M +USD 76.9 k +1,734 +0.1%
Willow Creek Wealth Management
10
Willow Creek Wealth Management
California
USD 67.7 M +USD 1.12 M +25,236 +2%
Wipfli Financial Advisors
11
Wipfli Financial Advisors
Wisconsin
USD 57.8 M -USD 2.46 M -55,526 -4%
Evanson Asset Management
12
Evanson Asset Management
California
USD 52.9 M +USD 248 k +5,592 +0.5%
Dowling & Yahnke
13
Dowling & Yahnke
California
USD 49.9 M +USD 1.82 M +40,965 +4%
Modera Wealth Management
14
Modera Wealth Management
New Jersey
USD 49.9 M +USD 3.79 M +85,494 +8%
Balasa Dinverno & Foltz
15
Balasa Dinverno & Foltz
USD 41.5 M +USD 1.99 M +44,798 +5%
Asset Dedication LLC
16
Asset Dedication LLC
California
USD 36.6 M +USD 6.74 M +152,054 +23%
Hill Investment Group Partners
17
Hill Investment Group Partners
Missouri
USD 34.5 M +USD 34.2 k +771 +0.1%
Carlson Capital Management
18
Carlson Capital Management
Minnesota
USD 33.1 M -USD 46 k -1,038 -0.1%
Sax Wealth Advisors
19
Sax Wealth Advisors
New Jersey
USD 32.2 M +USD 32.2 M +725,347 Nuevas
Choreo LLC
20
Choreo LLC
Illinois
USD 30.5 M -USD 1.04 M -23,529 -3%
TCI Wealth Advisors
21
TCI Wealth Advisors
Arizona
USD 29.7 M -USD 580 k -13,074 -2%
Foster Group
22
Foster Group
Iowa
USD 28.8 M -USD 376 k -8,486 -1%
Empirical Wealth Management
23
Empirical Wealth Management
Washington
USD 26.8 M +USD 1.17 M +26,291 +5%
TFC Financial Management
24
TFC Financial Management
Massachusetts
USD 25.6 M +USD 5.98 k +135 +0%
HighTower Advisors
25
HighTower Advisors
Illinois
USD 22 M -USD 28.8 k -650 -0.1%
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