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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 844 M -USD 11.8 M -186,197 -1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 822 M -USD 8.89 M -140,019 -1%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 646 M +USD 9.03 M +142,102 +1%
Index Fund Advisors
4
Index Fund Advisors
California
USD 399 M -USD 3.74 M -58,833 -0.9%
Focus Partners Advisor Solutions
5
Focus Partners Advisor Solutions
Missouri
USD 357 M +USD 26.8 M +421,317 +8%
Pure Financial Advisors
6
Pure Financial Advisors
California
USD 345 M +USD 11.9 M +186,835 +4%
Savant Capital
7
Savant Capital
Illinois
USD 299 M -USD 2.99 M -47,131 -1%
EP Wealth Advisors
8
EP Wealth Advisors
California
USD 269 M +USD 7.47 M +117,544 +3%
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
USD 184 M +USD 400 k +6,295 +0.2%
Corient Private Wealth
10
Corient Private Wealth
Florida
USD 165 M -USD 5.02 M -79,034 -3%
Asset Dedication LLC
11
Asset Dedication LLC
California
USD 159 M -USD 3.8 M -59,908 -2%
Apella Capital
12
Apella Capital
Connecticut
USD 141 M +USD 30.7 M +483,687 +29%
Raymond James Financial
13
Raymond James Financial
Florida
USD 128 M +USD 17.1 M +269,872 +15%
HighTower Advisors
14
HighTower Advisors
Illinois
USD 112 M -USD 3.06 M -48,119 -3%
Trust Company of the South
15
Trust Company of the South
North Carolina
USD 112 M -USD 1.92 M -30,248 -2%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
USD 97 M +USD 8.17 M +128,599 +9%
Bank of America
17
Bank of America
North Carolina
USD 95.6 M +USD 14.3 M +225,621 +17%
CPA
18
Capital Performance Advisors
California
USD 93.4 M +USD 2.39 M +37,651 +3%
Great Oak Capital Partners
19
Great Oak Capital Partners
Massachusetts
USD 92.7 M +USD 2.2 M +34,647 +2%
Truepoint Inc
20
Truepoint Inc
Ohio
USD 92.5 M -USD 1.49 M -23,499 -2%
Smartleaf Asset Management
21
Smartleaf Asset Management
Massachusetts
USD 91.3 M +USD 4.59 M +72,313 +5%
Plancorp LLC
22
Plancorp LLC
Missouri
USD 90.1 M -USD 2.87 M -45,267 -3%
Sequoia Financial Advisors
23
Sequoia Financial Advisors
Ohio
USD 85.8 M +USD 2.12 M +33,366 +2%
Abacus Wealth Partners
24
Abacus Wealth Partners
California
USD 84.8 M -USD 620 k -9,762 -0.7%
LPL Financial
25
LPL Financial
California
USD 75.6 M -USD 3.22 M -50,649 -4%
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