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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
AC
301
Applied Capital
Arkansas
US$ 3,26 mi – – –
Werba Rubin Papier Wealth Management
302
Werba Rubin Papier Wealth Management
California
US$ 3,25 mi +US$ 26,6 mil +398 +0,9%
RPA
303
Redwood Park Advisors
California
US$ 3,23 mi -US$ 64,6 mil -966 -2%
Merit Financial Group
304
Merit Financial Group
Georgia
US$ 3,22 mi -US$ 289 mil -4.330 -9%
APFP
305
Action Point Financial Planning
Michigan
US$ 3,21 mi +US$ 1,64 mi +24.510 +115%
XY Planning Network
306
XY Planning Network
Montana
US$ 3,21 mi +US$ 103 mil +1.544 +3%
AWMM
307
Aegis Wealth Management (Maryland)
Maryland
US$ 3,18 mi -US$ 50,1 mil -750 -2%
Financial Consulate
308
Financial Consulate
Maryland
US$ 3,08 mi +US$ 181 mil +2.707 +7%
TWP
309
Tyche Wealth Partners
Texas
US$ 3 mi – – –
Sigma Planning Corp
310
Sigma Planning Corp
Michigan
US$ 2,96 mi +US$ 31,9 mil +477 +1%
AFA
311
Avant Financial Advisors
Texas
US$ 2,95 mi +US$ 103 mil +1.538 +4%
TruNorth Capital Management
312
TruNorth Capital Management
Michigan
US$ 2,93 mi – – –
PWP
313
Ponta Wealth Partners
Florida
US$ 2,91 mi +US$ 716 mil +10.721 +35%
DWA
314
Delap Wealth Advisory
Oregon
US$ 2,91 mi -US$ 67,8 mil -1.015 -2%
Fidelity Investments
315
Fidelity Investments
Massachusetts
US$ 2,9 mi +US$ 74,4 mil +1.114 +3%
HCM
316
Hutchinson Capital Management
California
US$ 2,82 mi +US$ 255 mil +3.812 +10%
TWD
317
True Wealth Design
Ohio
US$ 2,8 mi -US$ 98,4 mil -1.473 -4%
Vise Technologies
318
Vise Technologies
New York
US$ 2,78 mi +US$ 926 mil +13.850 +53%
EWP
319
Elevation Wealth Partners
California
US$ 2,78 mi -US$ 76,4 mil -1.143 -3%
US Bancorp
320
US Bancorp
Minnesota
US$ 2,75 mi -US$ 1,18 mi -17.692 -31%
Nuveen
321
Nuveen
North Carolina
US$ 2,73 mi +US$ 2,61 mi +39.003 Nova
Bridgewater Advisors
322
Bridgewater Advisors
New York
US$ 2,7 mi – – –
SCA
323
Strathmore Capital Advisors
North Carolina
US$ 2,7 mi -US$ 47 mil -703 -2%
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
US$ 2,68 mi +US$ 211 mil +3.161 +9%
3FI
325
3 Factor Indexing
California
US$ 2,67 mi +US$ 12,7 mil +190 +0,5%
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