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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 599 M -USD 6.61 M -139,210 -1%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
USD 586 M -USD 1.47 M -30,897 -0.2%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 409 M +USD 28.5 M +599,382 +7%
Index Fund Advisors
4
Index Fund Advisors
California
USD 363 M -USD 2.27 M -47,747 -0.6%
Strategic Investment Solutions
5
Strategic Investment Solutions
Illinois
USD 310 M +USD 306 M +6,439,185 +7,038%
Savant Capital
6
Savant Capital
Illinois
USD 233 M +USD 21.2 M +446,501 +10%
Focus Partners Advisor Solutions
7
Focus Partners Advisor Solutions
Missouri
USD 138 M +USD 525 k +11,058 +0.4%
Corient Private Wealth
8
Corient Private Wealth
Florida
USD 125 M -USD 900 k -18,951 -0.7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 123 M -USD 25.3 M -533,077 -17%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
USD 123 M +USD 10.9 M +230,555 +9%
Jackson Thornton Wealth Management
11
Jackson Thornton Wealth Management
Alabama
USD 118 M -USD 5.09 M -107,145 -4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 106 M +USD 109 M +2,303,657 +22,335%
Asset Dedication LLC
13
Asset Dedication LLC
California
USD 85.3 M +USD 3.76 M +79,075 +4%
Plancorp LLC
14
Plancorp LLC
Missouri
USD 78.7 M -USD 593 k -12,482 -0.7%
Willow Creek Wealth Management
15
Willow Creek Wealth Management
California
USD 78.3 M +USD 1.37 M +28,852 +2%
Truepoint Inc
16
Truepoint Inc
Ohio
USD 75.9 M -USD 985 k -20,749 -1%
Resource Consulting Group
17
Resource Consulting Group
Florida
USD 72.4 M +USD 13.5 k +284 +0%
RW Investment Management
18
RW Investment Management
Idaho
USD 69.5 M +USD 13.2 M +278,516 +22%
Pure Financial Advisors
19
Pure Financial Advisors
California
USD 61.8 M +USD 14 M +294,310 +28%
Apella Capital
20
Apella Capital
Connecticut
USD 60.4 M +USD 4.25 M +89,487 +7%
MPM
21
MBB Public Markets
Illinois
USD 59.4 M +USD 11.1 M +234,011 +22%
Abacus Wealth Partners
22
Abacus Wealth Partners
California
USD 58.7 M -USD 3.97 M -83,662 -6%
EP Wealth Advisors
23
EP Wealth Advisors
California
USD 55.1 M +USD 5.81 M +122,320 +11%
Evanson Asset Management
24
Evanson Asset Management
California
USD 52.9 M +USD 390 k +8,203 +0.7%
Team Hewins
25
Team Hewins
California
USD 46.4 M -USD 348 k -7,327 -0.7%
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