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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 718 M -USD 6.95 M -126,349 -0.9%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 669 M +USD 43.9 M +796,900 +7%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 457 M -USD 3.74 M -67,926 -0.8%
Index Fund Advisors
4
Index Fund Advisors
California
USD 325 M -USD 48.6 M -884,000 -12%
Focus Partners Advisor Solutions
5
Focus Partners Advisor Solutions
Missouri
USD 253 M +USD 5.23 M +95,097 +2%
Savant Capital
6
Savant Capital
Illinois
USD 251 M -USD 13.9 M -253,486 -5%
Pure Financial Advisors
7
Pure Financial Advisors
California
USD 220 M +USD 13.9 M +252,973 +6%
EP Wealth Advisors
8
EP Wealth Advisors
California
USD 155 M +USD 43.2 M +784,895 +35%
Corient Private Wealth
9
Corient Private Wealth
Florida
USD 147 M +USD 4.86 M +88,274 +3%
Jackson Thornton Wealth Management
10
Jackson Thornton Wealth Management
Alabama
USD 136 M -USD 4.15 M -75,465 -3%
Asset Dedication LLC
11
Asset Dedication LLC
California
USD 119 M +USD 1.13 M +20,455 +0.9%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 111 M -USD 5.86 M -106,430 -5%
Willow Creek Wealth Management
13
Willow Creek Wealth Management
California
USD 105 M +USD 4.23 M +76,930 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
USD 102 M -USD 2.95 M -53,691 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 98.2 M -USD 1.99 M -36,198 -2%
Trust Company of the South
16
Trust Company of the South
North Carolina
USD 91.4 M -USD 1.8 M -32,768 -2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
USD 89.6 M +USD 12.9 M +234,014 +16%
RW Investment Management
18
RW Investment Management
Idaho
USD 85.4 M -USD 3.78 M -68,722 -4%
Plancorp LLC
19
Plancorp LLC
Missouri
USD 82.3 M -USD 621 k -11,278 -0.7%
Apella Capital
20
Apella Capital
Connecticut
USD 79.6 M -USD 2.19 M -39,778 -2%
Truepoint Inc
21
Truepoint Inc
Ohio
USD 75.2 M -USD 489 k -8,878 -0.6%
Raymond James Financial
22
Raymond James Financial
Florida
USD 72.7 M +USD 9.23 M +167,815 +13%
Abacus Wealth Partners
23
Abacus Wealth Partners
California
USD 68 M -USD 102 k -1,846 -0.1%
Great Oak Capital Partners
24
Great Oak Capital Partners
Massachusetts
USD 67 M – – –
LPL Financial
25
LPL Financial
California
USD 58.4 M +USD 8.24 M +149,665 +15%
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