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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 783 M -USD 4.12 M -72,019 -0.5%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 678 M -USD 2.04 M -35,736 -0.3%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 498 M +USD 9.24 M +161,583 +2%
Index Fund Advisors
4
Index Fund Advisors
California
USD 401 M -USD 9.9 M -173,233 -2%
Savant Capital
5
Savant Capital
Illinois
USD 286 M -USD 3.33 M -58,140 -1%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 268 M +USD 70.6 M +1,234,171 +34%
Pure Financial Advisors
7
Pure Financial Advisors
California
USD 224 M +USD 26.2 M +458,509 +13%
Jackson Thornton Wealth Management
8
Jackson Thornton Wealth Management
Alabama
USD 164 M +USD 5.45 M +95,256 +3%
Corient Private Wealth
9
Corient Private Wealth
Florida
USD 153 M -USD 571 k -9,973 -0.4%
Asset Dedication LLC
10
Asset Dedication LLC
California
USD 127 M +USD 5.22 M +91,246 +4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
USD 126 M -USD 4.41 M -77,109 -3%
EP Wealth Advisors
12
EP Wealth Advisors
California
USD 124 M +USD 21.9 M +382,653 +21%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 114 M -USD 12.9 k -226 -0%
Willow Creek Wealth Management
14
Willow Creek Wealth Management
California
USD 109 M +USD 7.25 M +126,778 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 108 M -USD 6.58 M -115,015 -6%
Trust Company of the South
16
Trust Company of the South
North Carolina
USD 101 M -USD 1.13 M -19,749 -1%
RW Investment Management
17
RW Investment Management
Idaho
USD 96.1 M -USD 9.44 M -164,998 -9%
Apella Capital
18
Apella Capital
Connecticut
USD 93.4 M -USD 4.37 M -76,403 -4%
Plancorp LLC
19
Plancorp LLC
Missouri
USD 89.6 M -USD 1.45 M -25,373 -2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
USD 83.8 M -USD 42.6 M -744,667 -33%
Truepoint Inc
21
Truepoint Inc
Ohio
USD 81.8 M -USD 875 k -15,299 -1%
Abacus Wealth Partners
22
Abacus Wealth Partners
California
USD 73.6 M +USD 7.58 M +132,428 +11%
Raymond James Financial
23
Raymond James Financial
Florida
USD 69.2 M +USD 71.2 M +1,243,769 Nuevas
Great Oak Capital Partners
24
Great Oak Capital Partners
Massachusetts
USD 67 M +USD 501 k +8,765 +0.7%
Evanson Asset Management
25
Evanson Asset Management
California
USD 61.6 M -USD 255 k -4,463 -0.4%
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