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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 476 M +USD 5.29 M +120,653 +1%
Creative Planning
2
Creative Planning
Kansas
USD 336 M +USD 10.1 M +229,605 +3%
Index Fund Advisors
3
Index Fund Advisors
California
USD 327 M -USD 26 M -592,049 -7%
Forum Financial Management
4
Forum Financial Management
Illinois
USD 214 M +USD 13.5 M +308,428 +6%
Merriman Wealth Management
5
Merriman Wealth Management
Washington
USD 159 M +USD 19 M +433,343 +12%
Savant Capital
6
Savant Capital
Illinois
USD 135 M +USD 14 M +318,176 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 121 M +USD 29.8 M +678,909 +29%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
USD 104 M +USD 30.3 M +691,152 +36%
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
USD 92.3 M -USD 19.5 M -443,829 -16%
Focus Partners Advisor Solutions
10
Focus Partners Advisor Solutions
Missouri
USD 90.1 M +USD 27 M +614,507 +38%
Equius Partners
11
Equius Partners
California
USD 87.4 M -USD 1.11 M -25,287 -1%
Truepoint Inc
12
Truepoint Inc
Ohio
USD 73.8 M -USD 2.52 M -57,421 -3%
Plancorp LLC
13
Plancorp LLC
Missouri
USD 71.2 M -USD 1.42 M -32,282 -2%
Willow Creek Wealth Management
14
Willow Creek Wealth Management
California
USD 65.2 M +USD 1.62 M +36,948 +2%
Resource Consulting Group
15
Resource Consulting Group
Florida
USD 64.3 M +USD 1.33 M +30,300 +2%
Wipfli Financial Advisors
16
Wipfli Financial Advisors
Wisconsin
USD 61.2 M +USD 12.7 M +290,017 +24%
Abacus Wealth Partners
17
Abacus Wealth Partners
California
USD 55.9 M -USD 1.83 M -41,696 -3%
Dowling & Yahnke
18
Dowling & Yahnke
California
USD 52.7 M +USD 1.51 M +34,394 +3%
Asset Dedication LLC
19
Asset Dedication LLC
California
USD 47.8 M +USD 3.22 M +73,353 +7%
Quantitative Advantage
20
Quantitative Advantage
Minnesota
USD 46.8 M -USD 515 k -11,742 -1%
Evanson Asset Management
21
Evanson Asset Management
California
USD 46.5 M +USD 593 k +13,518 +1%
Modera Wealth Management
22
Modera Wealth Management
New Jersey
USD 45.3 M -USD 2.59 M -59,139 -5%
Balasa Dinverno & Foltz
23
Balasa Dinverno & Foltz
USD 34.8 M -USD 7.19 M -163,924 -16%
EP Wealth Advisors
24
EP Wealth Advisors
California
USD 34.6 M +USD 4.48 M +102,253 +14%
Bayshore Asset Management
25
Bayshore Asset Management
Florida
USD 33.8 M -USD 1.63 M -37,138 -4%
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