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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 614 M +USD 39.9 M +910,216 +7%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
USD 596 M +USD 9.43 M +214,969 +2%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 387 M +USD 97.8 M +2,229,349 +36%
Index Fund Advisors
4
Index Fund Advisors
California
USD 371 M -USD 3.22 M -73,465 -0.9%
Savant Capital
5
Savant Capital
Illinois
USD 216 M -USD 1.25 M -28,509 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 150 M +USD 2.35 M +53,479 +2%
Focus Partners Advisor Solutions
7
Focus Partners Advisor Solutions
Missouri
USD 140 M +USD 3.56 M +81,162 +3%
Corient Private Wealth
8
Corient Private Wealth
Florida
USD 128 M +USD 1.36 M +31,051 +1%
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
USD 125 M +USD 10 M +227,388 +9%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
USD 114 M -USD 2.27 M -51,770 -2%
Asset Dedication LLC
11
Asset Dedication LLC
California
USD 83 M +USD 6.8 M +154,879 +9%
Plancorp LLC
12
Plancorp LLC
Missouri
USD 80.5 M -USD 312 k -7,116 -0.4%
Willow Creek Wealth Management
13
Willow Creek Wealth Management
California
USD 78.2 M +USD 1.4 M +31,888 +2%
Truepoint Inc
14
Truepoint Inc
Ohio
USD 78.1 M -USD 995 k -22,668 -1%
Resource Consulting Group
15
Resource Consulting Group
Florida
USD 73.5 M +USD 1.48 M +33,771 +2%
Abacus Wealth Partners
16
Abacus Wealth Partners
California
USD 63.5 M -USD 173 k -3,943 -0.3%
RW Investment Management
17
RW Investment Management
Idaho
USD 57.6 M +USD 20.5 M +466,069 +60%
Apella Capital
18
Apella Capital
Connecticut
USD 57.1 M +USD 54.1 M +1,231,849 Nuevas
EP Wealth Advisors
19
EP Wealth Advisors
California
USD 54.4 M +USD 37.8 M +861,927 +390%
Evanson Asset Management
20
Evanson Asset Management
California
USD 53.4 M -USD 358 k -8,146 -0.7%
MPM
21
MBB Public Markets
Illinois
USD 49.5 M – – –
Pure Financial Advisors
22
Pure Financial Advisors
California
USD 49.1 M +USD 15 M +341,683 +48%
Team Hewins
23
Team Hewins
California
USD 47.5 M -USD 119 k -2,701 -0.3%
Forvis Mazars Wealth Advisors
24
Forvis Mazars Wealth Advisors
Missouri
USD 44.9 M +USD 1.84 M +41,823 +5%
Bayshore Asset Management
25
Bayshore Asset Management
Florida
USD 44 M +USD 1.54 M +35,064 +4%
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