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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 466 M +USD 5.31 M +124,494 +1%
Creative Planning
2
Creative Planning
Kansas
USD 366 M +USD 44.6 M +1,044,594 +13%
Index Fund Advisors
3
Index Fund Advisors
California
USD 327 M +USD 10.9 M +256,252 +3%
Forum Financial Management
4
Forum Financial Management
Illinois
USD 221 M +USD 14.7 M +344,513 +6%
Focus Partners Advisor Solutions
5
Focus Partners Advisor Solutions
Missouri
USD 196 M +USD 119 M +2,792,942 +125%
Merriman Wealth Management
6
Merriman Wealth Management
Washington
USD 150 M -USD 4.15 M -97,229 -2%
Savant Capital
7
Savant Capital
Illinois
USD 129 M -USD 969 k -22,713 -0.7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 118 M +USD 769 k +18,039 +0.6%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
USD 101 M +USD 434 k +10,167 +0.4%
Jackson Thornton Wealth Management
10
Jackson Thornton Wealth Management
Alabama
USD 97.9 M +USD 9.24 M +216,519 +9%
Equius Partners
11
Equius Partners
California
USD 83.5 M -USD 1.31 M -30,681 -1%
Truepoint Inc
12
Truepoint Inc
Ohio
USD 70.5 M -USD 1.14 M -26,678 -1%
Plancorp LLC
13
Plancorp LLC
Missouri
USD 69.2 M +USD 314 k +7,367 +0.4%
Willow Creek Wealth Management
14
Willow Creek Wealth Management
California
USD 62.5 M -USD 791 k -18,555 -1%
Resource Consulting Group
15
Resource Consulting Group
Florida
USD 61.7 M -USD 643 k -15,081 -0.9%
Asset Dedication LLC
16
Asset Dedication LLC
California
USD 54.5 M +USD 9.03 M +211,581 +18%
Wipfli Financial Advisors
17
Wipfli Financial Advisors
Wisconsin
USD 53.1 M -USD 6.75 M -158,208 -10%
Dowling & Yahnke
18
Dowling & Yahnke
California
USD 51.5 M +USD 483 k +11,325 +0.9%
Abacus Wealth Partners
19
Abacus Wealth Partners
California
USD 51.2 M -USD 3.26 M -76,339 -5%
Evanson Asset Management
20
Evanson Asset Management
California
USD 44.9 M -USD 132 k -3,104 -0.3%
Quantitative Advantage
21
Quantitative Advantage
Minnesota
USD 44.4 M -USD 1.02 M -23,973 -2%
MPM
22
MBB Public Markets
Illinois
USD 39.6 M +USD 7.65 M +179,357 +21%
Modera Wealth Management
23
Modera Wealth Management
New Jersey
USD 38.1 M -USD 6.4 M -150,055 -13%
EP Wealth Advisors
24
EP Wealth Advisors
California
USD 35.4 M +USD 2.1 M +49,189 +6%
Forvis Mazars Wealth Advisors
25
Forvis Mazars Wealth Advisors
Missouri
USD 33.4 M +USD 1.46 M +34,155 +4%
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