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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 816 M -USD 11.6 M -199,390 -1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 791 M +USD 2.38 M +40,703 +0.3%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 608 M +USD 26.5 M +454,334 +5%
Index Fund Advisors
4
Index Fund Advisors
California
USD 384 M -USD 4.54 M -77,874 -1%
Pure Financial Advisors
5
Pure Financial Advisors
California
USD 317 M +USD 21.7 M +371,114 +7%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 315 M +USD 53.7 M +919,456 +21%
Savant Capital
7
Savant Capital
Illinois
USD 288 M +USD 2.06 M +35,221 +0.7%
EP Wealth Advisors
8
EP Wealth Advisors
California
USD 249 M +USD 244 M +4,183,471 Nuevas
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
USD 175 M -USD 121 k -2,072 -0.1%
Corient Private Wealth
10
Corient Private Wealth
Florida
USD 162 M +USD 107 M +1,841,154 +209%
Asset Dedication LLC
11
Asset Dedication LLC
California
USD 155 M +USD 5.08 M +87,070 +3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 124 M -USD 5.87 M -100,520 -5%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 110 M -USD 1.29 M -22,024 -1%
Trust Company of the South
14
Trust Company of the South
North Carolina
USD 108 M +USD 2.43 M +41,665 +2%
Raymond James Financial
15
Raymond James Financial
Florida
USD 106 M +USD 5.39 M +92,290 +5%
Apella Capital
16
Apella Capital
Connecticut
USD 98.2 M -USD 369 k -6,330 -0.4%
Truepoint Inc
17
Truepoint Inc
Ohio
USD 89.6 M -USD 1.13 M -19,354 -1%
CPA
18
Capital Performance Advisors
California
USD 86.8 M +USD 41.5 M +710,659 +95%
Plancorp LLC
19
Plancorp LLC
Missouri
USD 85.7 M -USD 2.41 M -41,221 -3%
Smartleaf Asset Management
20
Smartleaf Asset Management
Massachusetts
USD 85.4 M +USD 81.9 M +1,403,940 +8,960%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
USD 84.8 M -USD 3.39 M -58,151 -4%
Great Oak Capital Partners
22
Great Oak Capital Partners
Massachusetts
USD 83.9 M +USD 427 k +7,326 +0.5%
Abacus Wealth Partners
23
Abacus Wealth Partners
California
USD 81.4 M -USD 4.36 M -74,787 -5%
Sequoia Financial Advisors
24
Sequoia Financial Advisors
Ohio
USD 79.8 M +USD 2.6 M +44,552 +3%
Bank of America
25
Bank of America
North Carolina
USD 77.7 M +USD 5.09 M +87,253 +7%
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