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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 745 M +USD 2.9 M +56,276 +0.4%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
USD 688 M -USD 2.49 M -48,318 -0.4%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 495 M -USD 4.23 M -82,259 -0.9%
Index Fund Advisors
4
Index Fund Advisors
California
USD 421 M -USD 5.72 M -111,148 -1%
Savant Capital
5
Savant Capital
Illinois
USD 262 M -USD 31.7 M -615,897 -11%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 203 M +USD 53.7 M +1,042,506 +39%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
USD 155 M -USD 3.53 M -68,483 -2%
Corient Private Wealth
8
Corient Private Wealth
Florida
USD 151 M +USD 1.01 M +19,622 +0.7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 148 M +USD 357 k +6,938 +0.3%
Jackson Thornton Wealth Management
10
Jackson Thornton Wealth Management
Alabama
USD 139 M +USD 2.08 M +40,389 +2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
USD 125 M +USD 3.4 M +66,111 +3%
Pure Financial Advisors
12
Pure Financial Advisors
California
USD 112 M +USD 14.8 M +287,480 +16%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 111 M +USD 75.8 M +1,471,645 +262%
Asset Dedication LLC
14
Asset Dedication LLC
California
USD 108 M +USD 5.63 M +109,308 +6%
Trust Company of the South
15
Trust Company of the South
North Carolina
USD 102 M -USD 2.39 M -46,451 -2%
RW Investment Management
16
RW Investment Management
Idaho
USD 98.9 M +USD 5.54 M +107,625 +6%
Willow Creek Wealth Management
17
Willow Creek Wealth Management
California
USD 96.6 M +USD 1.46 M +28,326 +2%
Plancorp LLC
18
Plancorp LLC
Missouri
USD 90.9 M -USD 2.17 M -42,101 -2%
Truepoint Inc
19
Truepoint Inc
Ohio
USD 85.6 M -USD 2.65 M -51,503 -3%
Apella Capital
20
Apella Capital
Connecticut
USD 77.8 M +USD 1.91 M +37,139 +3%
EP Wealth Advisors
21
EP Wealth Advisors
California
USD 71.7 M +USD 2.81 M +54,662 +4%
Abacus Wealth Partners
22
Abacus Wealth Partners
California
USD 66.7 M -USD 1.77 M -34,437 -3%
Evanson Asset Management
23
Evanson Asset Management
California
USD 62.3 M -USD 812 k -15,778 -1%
Great Oak Capital Partners
24
Great Oak Capital Partners
Massachusetts
USD 57 M +USD 5.8 M +112,703 +12%
Team Hewins
25
Team Hewins
California
USD 54.7 M -USD 103 k -2,001 -0.2%
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