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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 761 M +USD 7.65 M +150,227 +1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 688 M -USD 11.5 M -226,746 -2%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 505 M +USD 24.3 M +476,529 +5%
Index Fund Advisors
4
Index Fund Advisors
California
USD 333 M -USD 7.17 M -140,867 -2%
Focus Partners Advisor Solutions
5
Focus Partners Advisor Solutions
Missouri
USD 262 M -USD 2.83 M -55,536 -1%
Savant Capital
6
Savant Capital
Illinois
USD 258 M -USD 4.6 M -90,315 -2%
Pure Financial Advisors
7
Pure Financial Advisors
California
USD 248 M +USD 16.9 M +331,821 +8%
EP Wealth Advisors
8
EP Wealth Advisors
California
USD 176 M +USD 12.9 M +253,917 +8%
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
USD 160 M -USD 1.06 M -20,834 -0.7%
Asset Dedication LLC
10
Asset Dedication LLC
California
USD 129 M +USD 4.64 M +91,093 +4%
Corient Private Wealth
11
Corient Private Wealth
Florida
USD 123 M -USD 29.5 M -579,773 -20%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 122 M +USD 292 k +5,739 +0.3%
Willow Creek Wealth Management
13
Willow Creek Wealth Management
California
USD 113 M +USD 3.54 M +69,450 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
USD 102 M -USD 4.78 M -93,901 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 102 M -USD 608 k -11,931 -0.6%
Trust Company of the South
16
Trust Company of the South
North Carolina
USD 96.9 M +USD 1.03 M +20,307 +1%
Apella Capital
17
Apella Capital
Connecticut
USD 92 M +USD 994 k +19,511 +1%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
USD 89.7 M -USD 3.93 M -77,121 -4%
RW Investment Management
19
RW Investment Management
Idaho
USD 88.9 M -USD 537 k -10,543 -0.6%
Raymond James Financial
20
Raymond James Financial
Florida
USD 83.8 M +USD 7.21 M +141,640 +10%
Plancorp LLC
21
Plancorp LLC
Missouri
USD 82.9 M -USD 3.18 M -62,447 -4%
Truepoint Inc
22
Truepoint Inc
Ohio
USD 82.8 M +USD 3.76 M +73,811 +5%
Abacus Wealth Partners
23
Abacus Wealth Partners
California
USD 79.4 M +USD 7.74 M +151,942 +12%
Great Oak Capital Partners
24
Great Oak Capital Partners
Massachusetts
USD 75 M +USD 6.35 M +124,642 +10%
Sequoia Financial Advisors
25
Sequoia Financial Advisors
Ohio
USD 68.1 M +USD 12.6 M +246,921 +24%
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