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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 739 M +USD 29.1 M +555,638 +4%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
USD 645 M -USD 11 M -209,119 -2%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 448 M -USD 24 M -457,112 -5%
Index Fund Advisors
4
Index Fund Advisors
California
USD 389 M -USD 11.8 M -225,118 -3%
Savant Capital
5
Savant Capital
Illinois
USD 251 M +USD 1.55 M +29,571 +0.6%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 192 M -USD 2.14 M -40,749 -1%
Corient Private Wealth
7
Corient Private Wealth
Florida
USD 144 M +USD 651 k +12,407 +0.4%
Pure Financial Advisors
8
Pure Financial Advisors
California
USD 143 M +USD 36.6 M +698,381 +34%
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
USD 142 M +USD 8.84 M +168,457 +7%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
USD 137 M -USD 10.3 M -197,009 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 124 M -USD 16.8 M -319,376 -12%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 122 M +USD 3.01 M +57,397 +3%
Asset Dedication LLC
13
Asset Dedication LLC
California
USD 109 M +USD 6.49 M +123,690 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
USD 107 M +USD 1.52 M +28,886 +1%
RW Investment Management
15
RW Investment Management
Idaho
USD 98 M +USD 3.79 M +72,224 +4%
Trust Company of the South
16
Trust Company of the South
North Carolina
USD 95.5 M -USD 1.27 M -24,286 -1%
Willow Creek Wealth Management
17
Willow Creek Wealth Management
California
USD 93.7 M +USD 1.69 M +32,228 +2%
Plancorp LLC
18
Plancorp LLC
Missouri
USD 86 M -USD 667 k -12,717 -0.8%
Apella Capital
19
Apella Capital
Connecticut
USD 84 M +USD 10.2 M +193,519 +13%
EP Wealth Advisors
20
EP Wealth Advisors
California
USD 80.9 M +USD 12.7 M +242,751 +18%
Truepoint Inc
21
Truepoint Inc
Ohio
USD 77.5 M -USD 4.18 M -79,636 -5%
Abacus Wealth Partners
22
Abacus Wealth Partners
California
USD 62.9 M -USD 698 k -13,309 -1%
Great Oak Capital Partners
23
Great Oak Capital Partners
Massachusetts
USD 62 M +USD 7.18 M +136,838 +13%
Evanson Asset Management
24
Evanson Asset Management
California
USD 58.7 M -USD 694 k -13,233 -1%
Team Hewins
25
Team Hewins
California
USD 51.7 M -USD 468 k -8,926 -0.9%
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