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DFATのアイコン

U.S. Targeted Value Portfolio ETF Class Shares

名前 保有額 取引額 株数
増減
保有比率の
変化
Trust Company of Vermont
851
Trust Company of Vermont
Vermont
$3,984 +$3,809 +57 新規
Horizon Investments
852
Horizon Investments
North Carolina
$3,285 +$3,141 +47 新規
WAS
853
Winch Advisory Services
Wisconsin
$3,087 – – –
Trust Company
854
Trust Company
Kansas
$3,076 – – –
Physician Wealth Advisors
855
Physician Wealth Advisors
Utah
$2,517 – – –
AIC
856
Archer Investment Corporation
Indiana
$2,447 – – –
NEWAS
857
N.E.W. Advisory Services
Wisconsin
$2,167 – – –
Q1WB
858
Quest 10 Wealth Builders
Virginia
$699 – – –
DFA
859
DHJJ Financial Advisors
Illinois
$350 +$334 +5 新規
SignatureFD
860
SignatureFD
Georgia
$71 – – –
Private Wealth Asset Management
861
Private Wealth Asset Management
Iowa
$70 – – –
SCM
862
SOL Capital Management
Maryland
– -$1097万 -222,309 解消
TRB Wealth Management
863
TRB Wealth Management
Texas
– -$587万 -94,046 解消
OFO
864
OneAscent Family Office
Alabama
– -$91.9万 -14,720 解消
VisionPoint Advisory Group
865
VisionPoint Advisory Group
Texas
– -$81.9万 -13,116 解消
Blue Trust Inc
866
Blue Trust Inc
Georgia
– -$75.8万 -12,132 解消
EW
867
Evoke Wealth
California
– -$75.2万 -12,041 解消
MCA
868
Magnolia Capital Advisors
Mississippi
– -$63万 -10,082 解消
WWM
869
Whalen Wealth Management
Nevada
– -$35.7万 -5,717 解消
Independent Advisor Alliance
870
Independent Advisor Alliance
North Carolina
– -$31.9万 -5,103 解消
Fiduciary Alliance
871
Fiduciary Alliance
South Carolina
– -$32.2万 -4,974 解消
Fisher Asset Management
872
Fisher Asset Management
Washington
– -$29万 -4,637 解消
LWM
873
LongView Wealth Management
Georgia
– -$29.3万 -4,500 解消
SCS Capital Management
874
SCS Capital Management
Massachusetts
– -$27.8万 -4,457 解消
Cortland Associates
875
Cortland Associates
Missouri
– -$25.6万 -4,105 解消