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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
Creative Planning
1
Creative Planning
Kansas
USD 578 M +USD 165 M +3,753,445 +40%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
USD 555 M +USD 29.7 M +676,655 +6%
Index Fund Advisors
3
Index Fund Advisors
California
USD 360 M -USD 8.95 M -203,796 -2%
Forum Financial Management
4
Forum Financial Management
Illinois
USD 255 M +USD 5.85 M +133,220 +2%
Merriman Wealth Management
5
Merriman Wealth Management
Washington
USD 182 M +USD 12.6 M +286,949 +7%
Savant Capital
6
Savant Capital
Illinois
USD 148 M +USD 2.01 M +45,708 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 140 M +USD 7.06 M +160,759 +5%
Focus Partners Advisor Solutions
8
Focus Partners Advisor Solutions
Missouri
USD 121 M -USD 100 M -2,286,876 -45%
Corient Private Wealth
9
Corient Private Wealth
Florida
USD 118 M +USD 118 M +2,693,347 Nuevas
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
USD 113 M -USD 867 k -19,730 -0.8%
Jackson Thornton Wealth Management
11
Jackson Thornton Wealth Management
Alabama
USD 109 M -USD 1.2 M -27,282 -1%
Equius Partners
12
Equius Partners
California
USD 91.1 M -USD 3.06 M -69,653 -3%
Truepoint Inc
13
Truepoint Inc
Ohio
USD 77.3 M -USD 2.24 M -51,048 -3%
Plancorp LLC
14
Plancorp LLC
Missouri
USD 77.2 M -USD 865 k -19,688 -1%
Willow Creek Wealth Management
15
Willow Creek Wealth Management
California
USD 70.7 M +USD 240 k +5,473 +0.3%
Resource Consulting Group
16
Resource Consulting Group
Florida
USD 69.1 M -USD 553 k -12,579 -0.8%
Asset Dedication LLC
17
Asset Dedication LLC
California
USD 68.2 M +USD 6.73 M +153,147 +11%
Abacus Wealth Partners
18
Abacus Wealth Partners
California
USD 59.8 M +USD 2.07 M +47,205 +4%
Modera Wealth Management
19
Modera Wealth Management
New Jersey
USD 56.5 M +USD 13.5 M +308,022 +32%
Evanson Asset Management
20
Evanson Asset Management
California
USD 51.1 M +USD 462 k +10,517 +0.9%
Quantitative Advantage
21
Quantitative Advantage
Minnesota
USD 48.9 M -USD 1.12 M -25,478 -2%
MPM
22
MBB Public Markets
Illinois
USD 46 M +USD 1.32 M +30,000 +3%
Team Hewins
23
Team Hewins
California
USD 46 M +USD 46 M +1,046,474 Nuevas
EP Wealth Advisors
24
EP Wealth Advisors
California
USD 43.5 M +USD 3.53 M +80,423 +9%
Apella Capital
25
Apella Capital
Connecticut
USD 40.4 M +USD 11.3 M +258,114 +39%
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