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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
Cerity Partners
1
Cerity Partners
New York
USD 1422 M +USD 21.6 M +466,294 +787%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
USD 555 M – – –
Creative Planning
3
Creative Planning
Kansas
USD 549 M -USD 37.8 M -815,998 -6%
Index Fund Advisors
4
Index Fund Advisors
California
USD 359 M -USD 5.45 M -117,451 -1%
Forum Financial Management
5
Forum Financial Management
Illinois
USD 272 M +USD 14.5 M +312,530 +5%
Savant Capital
6
Savant Capital
Illinois
USD 209 M +USD 61.3 M +1,322,543 +39%
Merriman Wealth Management
7
Merriman Wealth Management
Washington
USD 181 M -USD 3.95 M -85,168 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 141 M -USD 882 k -19,022 -0.6%
Focus Partners Advisor Solutions
9
Focus Partners Advisor Solutions
Missouri
USD 130 M +USD 8.36 M +180,407 +7%
Corient Private Wealth
10
Corient Private Wealth
Florida
USD 121 M +USD 1.53 M +32,976 +1%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
USD 112 M -USD 3.16 M -68,123 -3%
Jackson Thornton Wealth Management
12
Jackson Thornton Wealth Management
Alabama
USD 110 M -USD 865 k -18,651 -0.8%
Plancorp LLC
13
Plancorp LLC
Missouri
USD 77.5 M -USD 683 k -14,731 -0.8%
Truepoint Inc
14
Truepoint Inc
Ohio
USD 75.9 M -USD 2.45 M -52,750 -3%
Willow Creek Wealth Management
15
Willow Creek Wealth Management
California
USD 73.6 M +USD 2.08 M +44,906 +3%
Asset Dedication LLC
16
Asset Dedication LLC
California
USD 72.7 M +USD 3.75 M +80,869 +5%
Resource Consulting Group
17
Resource Consulting Group
Florida
USD 69 M -USD 952 k -20,525 -1%
Abacus Wealth Partners
18
Abacus Wealth Partners
California
USD 58.6 M +USD 535 k +11,530 +0.8%
Evanson Asset Management
19
Evanson Asset Management
California
USD 51.6 M -USD 197 k -4,253 -0.4%
MPM
20
MBB Public Markets
Illinois
USD 47.5 M +USD 927 k +20,000 +2%
Team Hewins
21
Team Hewins
California
USD 45.7 M -USD 928 k -20,005 -2%
Forvis Mazars Wealth Advisors
22
Forvis Mazars Wealth Advisors
Missouri
USD 41.2 M +USD 789 k +17,008 +2%
Modera Wealth Management
23
Modera Wealth Management
New Jersey
USD 41.1 M -USD 16.7 M -360,820 -28%
Bayshore Asset Management
24
Bayshore Asset Management
Florida
USD 39 M +USD 586 k +12,632 +1%
CPA
25
Capital Performance Advisors
California
USD 36.6 M +USD 145 k +3,128 +0.4%
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