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ícone de DFAT

U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Creative Planning
1
Creative Planning
Kansas
US$ 930 mi -US$ 14,5 mi -216.333 -2%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
US$ 873 mi -US$ 43,6 mi -652.203 -5%
Forum Financial Management
3
Forum Financial Management
Illinois
US$ 726 mi +US$ 2,27 mi +34.003 +0,3%
Index Fund Advisors
4
Index Fund Advisors
California
US$ 442 mi -US$ 3,7 mi -55.362 -0,9%
Pure Financial Advisors
5
Pure Financial Advisors
California
US$ 399 mi +US$ 13 mi +194.707 +4%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
US$ 394 mi -US$ 5,59 mi -83.665 -1%
Savant Capital
7
Savant Capital
Illinois
US$ 375 mi +US$ 37,9 mi +566.624 +12%
EP Wealth Advisors
8
EP Wealth Advisors
California
US$ 332 mi +US$ 30,1 mi +450.901 +10%
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
US$ 197 mi -US$ 1,75 mi -26.124 -0,9%
Asset Dedication LLC
10
Asset Dedication LLC
California
US$ 178 mi +US$ 580 mil +8.673 +0,3%
Apella Capital
11
Apella Capital
Connecticut
US$ 144 mi -US$ 3,68 mi -55.126 -3%
Raymond James Financial
12
Raymond James Financial
Florida
US$ 128 mi -US$ 14,3 mi -213.946 -10%
Corient Private Wealth
13
Corient Private Wealth
Florida
US$ 126 mi -US$ 56,4 mi -843.406 -32%
HighTower Advisors
14
HighTower Advisors
Illinois
US$ 125 mi -US$ 972 mil -14.539 -0,8%
Trust Company of the South
15
Trust Company of the South
North Carolina
US$ 123 mi -US$ 2,43 mi -36.380 -2%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
US$ 118 mi +US$ 8,63 mi +129.123 +8%
Bank of America
17
Bank of America
North Carolina
US$ 113 mi +US$ 5,85 mi +87.526 +6%
CPA
18
Capital Performance Advisors
California
US$ 105 mi +US$ 685 mil +10.258 +0,7%
Smartleaf Asset Management
19
Smartleaf Asset Management
Massachusetts
US$ 104 mi – – –
Truepoint Inc
20
Truepoint Inc
Ohio
US$ 102 mi -US$ 1,14 mi -16.997 -1%
GOCP
21
Great Oak Capital Partners
Massachusetts
US$ 100 mi +US$ 404 mil +6.049 +0,4%
Sequoia Financial Advisors
22
Sequoia Financial Advisors
Ohio
US$ 97,3 mi +US$ 1,21 mi +18.136 +1%
Cerity Partners
23
Cerity Partners
New York
US$ 93,4 mi +US$ 14 mi +209.854 +19%
LPL Financial
24
LPL Financial
California
US$ 88 mi +US$ 3,24 mi +48.521 +4%
PFG
25
Premier Financial Group
California
US$ 82,7 mi -US$ 256 mil -3.828 -0,3%
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