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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 545 M -USD 5.38 M -115,443 -1%
Index Fund Advisors
2
Index Fund Advisors
California
USD 407 M -USD 4.22 M -90,662 -1%
Creative Planning
3
Creative Planning
Kansas
USD 378 M +USD 3.62 M +77,791 +1%
Forum Financial Management
4
Forum Financial Management
Illinois
USD 234 M +USD 18.7 M +400,598 +9%
Merriman Wealth Management
5
Merriman Wealth Management
Washington
USD 164 M +USD 126 M +2,699,649 +328%
Savant Capital
6
Savant Capital
Illinois
USD 141 M -USD 1.81 M -38,838 -1%
Jackson Thornton Wealth Management
7
Jackson Thornton Wealth Management
Alabama
USD 128 M +USD 23.6 M +506,999 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 109 M +USD 542 k +11,646 +0.5%
Equius Partners
9
Equius Partners
California
USD 102 M +USD 563 k +12,096 +0.6%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
USD 88.5 M +USD 455 k +9,780 +0.5%
Truepoint Inc
11
Truepoint Inc
Ohio
USD 88.2 M -USD 2.14 M -46,024 -2%
Plancorp LLC
12
Plancorp LLC
Missouri
USD 83.9 M -USD 435 k -9,346 -0.5%
Focus Partners Advisor Solutions
13
Focus Partners Advisor Solutions
Missouri
USD 75.7 M +USD 27.4 M +588,807 +57%
Willow Creek Wealth Management
14
Willow Creek Wealth Management
California
USD 73.8 M +USD 1.43 M +30,620 +2%
Resource Consulting Group
15
Resource Consulting Group
Florida
USD 73.1 M +USD 670 k +14,396 +0.9%
Abacus Wealth Partners
16
Abacus Wealth Partners
California
USD 66.7 M -USD 18 M -387,259 -21%
Dowling & Yahnke
17
Dowling & Yahnke
California
USD 59.4 M +USD 3.69 M +79,233 +7%
Wipfli Financial Advisors
18
Wipfli Financial Advisors
Wisconsin
USD 57.3 M -USD 836 k -17,957 -1%
Modera Wealth Management
19
Modera Wealth Management
New Jersey
USD 55.2 M +USD 489 k +10,502 +0.9%
Quantitative Advantage
20
Quantitative Advantage
Minnesota
USD 54.7 M -USD 456 k -9,784 -0.8%
Evanson Asset Management
21
Evanson Asset Management
California
USD 53.2 M -USD 415 k -8,903 -0.8%
Asset Dedication LLC
22
Asset Dedication LLC
California
USD 51.9 M +USD 6.18 M +132,790 +14%
Balasa Dinverno & Foltz
23
Balasa Dinverno & Foltz
USD 47.9 M +USD 1.73 M +37,100 +4%
Bayshore Asset Management
24
Bayshore Asset Management
Florida
USD 40.9 M -USD 922 k -19,792 -2%
CPA
25
Capital Performance Advisors
California
USD 37.4 M +USD 133 k +2,867 +0.4%
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