¡Ya estamos en ! Descubre más
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 714 M +USD 25 M +534,891 +4%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
USD 664 M -USD 5.66 M -121,095 -0.9%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 480 M +USD 10.3 M +219,728 +2%
Index Fund Advisors
4
Index Fund Advisors
California
USD 410 M -USD 5.11 M -109,300 -1%
Savant Capital
5
Savant Capital
Illinois
USD 284 M +USD 15.2 M +325,154 +6%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
USD 153 M +USD 10.5 M +224,381 +8%
Corient Private Wealth
7
Corient Private Wealth
Florida
USD 144 M +USD 481 k +10,299 +0.4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 142 M +USD 578 k +12,361 +0.5%
Focus Partners Advisor Solutions
9
Focus Partners Advisor Solutions
Missouri
USD 141 M -USD 15.2 M -325,023 -11%
Jackson Thornton Wealth Management
10
Jackson Thornton Wealth Management
Alabama
USD 132 M -USD 3.03 M -64,846 -3%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
USD 117 M -USD 3.94 M -84,202 -4%
Trust Company of the South
12
Trust Company of the South
North Carolina
USD 100 M +USD 89.4 M +1,911,319 Nuevas
Asset Dedication LLC
13
Asset Dedication LLC
California
USD 97.9 M +USD 132 k +2,829 +0.2%
Pure Financial Advisors
14
Pure Financial Advisors
California
USD 92.9 M +USD 19.7 M +421,856 +31%
Willow Creek Wealth Management
15
Willow Creek Wealth Management
California
USD 91.4 M +USD 1.55 M +33,060 +2%
Plancorp LLC
16
Plancorp LLC
Missouri
USD 89.6 M -USD 466 k -9,963 -0.6%
RW Investment Management
17
RW Investment Management
Idaho
USD 89.5 M +USD 8.83 M +188,935 +12%
Truepoint Inc
18
Truepoint Inc
Ohio
USD 85 M -USD 1.72 M -36,798 -2%
Resource Consulting Group
19
Resource Consulting Group
Florida
USD 82.3 M -USD 584 k -12,486 -0.8%
Apella Capital
20
Apella Capital
Connecticut
USD 71.9 M +USD 4.4 M +94,165 +7%
EP Wealth Advisors
21
EP Wealth Advisors
California
USD 66.1 M +USD 2.69 M +57,569 +5%
Abacus Wealth Partners
22
Abacus Wealth Partners
California
USD 65.9 M -USD 1.21 M -25,870 -2%
MPM
23
MBB Public Markets
Illinois
USD 64 M -USD 3.66 M -78,188 -6%
Evanson Asset Management
24
Evanson Asset Management
California
USD 60.7 M +USD 51.7 k +1,105 +0.1%
Team Hewins
25
Team Hewins
California
USD 52.7 M -USD 410 k -8,767 -0.9%
1
2 3 4 5