¡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 787 M -USD 5.77 M -106,792 -0.7%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 680 M +USD 661 M +12,223,851 Nuevas
Forum Financial Management
3
Forum Financial Management
Illinois
USD 489 M +USD 8.34 M +154,338 +2%
Index Fund Advisors
4
Index Fund Advisors
California
USD 410 M -USD 7.45 M -137,744 -2%
Savant Capital
5
Savant Capital
Illinois
USD 289 M +USD 18.6 M +343,632 +7%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 199 M -USD 5.88 M -108,810 -3%
Pure Financial Advisors
7
Pure Financial Advisors
California
USD 198 M +USD 43.1 M +797,607 +29%
Jackson Thornton Wealth Management
8
Jackson Thornton Wealth Management
Alabama
USD 159 M +USD 6.94 M +128,280 +5%
Corient Private Wealth
9
Corient Private Wealth
Florida
USD 154 M -USD 466 k -8,616 -0.3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
USD 131 M -USD 234 k -4,326 -0.2%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
USD 124 M -USD 21.6 M -399,538 -15%
Asset Dedication LLC
12
Asset Dedication LLC
California
USD 122 M +USD 4.87 M +90,019 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 114 M -USD 18.4 M -339,619 -14%
HighTower Advisors
14
HighTower Advisors
Illinois
USD 114 M -USD 994 k -18,378 -0.9%
RW Investment Management
15
RW Investment Management
Idaho
USD 105 M +USD 76.5 k +1,415 +0.1%
EP Wealth Advisors
16
EP Wealth Advisors
California
USD 103 M +USD 15.6 M +288,340 +18%
Trust Company of the South
17
Trust Company of the South
North Carolina
USD 102 M -USD 702 k -12,989 -0.7%
Willow Creek Wealth Management
18
Willow Creek Wealth Management
California
USD 102 M +USD 1.01 M +18,732 +1%
Apella Capital
19
Apella Capital
Connecticut
USD 95.8 M +USD 5.82 M +107,588 +7%
Plancorp LLC
20
Plancorp LLC
Missouri
USD 90.9 M -USD 1.27 M -23,459 -1%
Truepoint Inc
21
Truepoint Inc
Ohio
USD 82.6 M -USD 446 k -8,254 -0.6%
Great Oak Capital Partners
22
Great Oak Capital Partners
Massachusetts
USD 66.5 M +USD 1.13 M +20,943 +2%
Abacus Wealth Partners
23
Abacus Wealth Partners
California
USD 66.2 M -USD 1.2 M -22,260 -2%
Evanson Asset Management
24
Evanson Asset Management
California
USD 61.9 M -USD 1.02 M -18,924 -2%
Team Hewins
25
Team Hewins
California
USD 55.7 M +USD 284 k +5,254 +0.5%
1
2 3 4 5