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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 810 M -USD 10.7 M -188,647 -1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 771 M +USD 27.6 M +485,231 +4%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 568 M +USD 22.8 M +399,577 +4%
Index Fund Advisors
4
Index Fund Advisors
California
USD 380 M +USD 19.9 M +349,087 +6%
Pure Financial Advisors
5
Pure Financial Advisors
California
USD 289 M +USD 20.4 M +357,646 +8%
Savant Capital
6
Savant Capital
Illinois
USD 279 M +USD 396 k +6,958 +0.1%
Focus Partners Advisor Solutions
7
Focus Partners Advisor Solutions
Missouri
USD 254 M -USD 27.6 M -484,474 -10%
Jackson Thornton Wealth Management
8
Jackson Thornton Wealth Management
Alabama
USD 166 M -USD 1.24 M -21,855 -0.8%
Asset Dedication LLC
9
Asset Dedication LLC
California
USD 146 M +USD 6.66 M +116,955 +5%
Willow Creek Wealth Management
10
Willow Creek Wealth Management
California
USD 125 M +USD 3.07 M +53,882 +3%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
USD 123 M -USD 3.27 M -57,367 -3%
HighTower Advisors
12
HighTower Advisors
Illinois
USD 109 M -USD 1.4 M -24,537 -1%
Trust Company of the South
13
Trust Company of the South
North Carolina
USD 104 M -USD 929 k -16,310 -0.9%
Raymond James Financial
14
Raymond James Financial
Florida
USD 98.2 M +USD 7.59 M +133,327 +9%
Apella Capital
15
Apella Capital
Connecticut
USD 93.7 M -USD 91.5 k -1,607 -0.1%
Truepoint Inc
16
Truepoint Inc
Ohio
USD 88.7 M -USD 639 k -11,227 -0.7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
USD 86.3 M -USD 10.3 M -181,049 -11%
Plancorp LLC
18
Plancorp LLC
Missouri
USD 86.2 M -USD 3.14 M -55,057 -4%
Abacus Wealth Partners
19
Abacus Wealth Partners
California
USD 83.9 M -USD 1.74 M -30,523 -2%
Great Oak Capital Partners
20
Great Oak Capital Partners
Massachusetts
USD 81.2 M +USD 3 M +52,626 +4%
Sequoia Financial Advisors
21
Sequoia Financial Advisors
Ohio
USD 75.4 M +USD 1.94 M +34,024 +3%
Bank of America
22
Bank of America
North Carolina
USD 70.9 M +USD 1.13 M +19,885 +2%
LPL Financial
23
LPL Financial
California
USD 70.4 M +USD 1.43 M +25,077 +2%
Premier Financial Group
24
Premier Financial Group
California
USD 67.6 M +USD 176 k +3,098 +0.3%
Evanson Asset Management
25
Evanson Asset Management
California
USD 63.8 M -USD 290 k -5,093 -0.5%
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