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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
180 Wealth Advisors
401
180 Wealth Advisors
Washington
US$ 1,54 mi +US$ 190 mil +2.845 +15%
Central Trust Company
402
Central Trust Company
Missouri
US$ 1,53 mi +US$ 353 mil +5.277 +32%
MA
403
MSA Advisors
California
US$ 1,52 mi – – –
Bessemer Group
404
Bessemer Group
New Jersey
US$ 1,52 mi – – –
MA
405
McGrath & Associates
North Carolina
US$ 1,49 mi +US$ 158 mil +2.357 +12%
Avidian Wealth Enterprises
406
Avidian Wealth Enterprises
Texas
US$ 1,48 mi +US$ 802 +12 +0,1%
Harbour Investments
407
Harbour Investments
Wisconsin
US$ 1,48 mi +US$ 76,8 mil +1.150 +6%
Krilogy Financial
408
Krilogy Financial
Missouri
US$ 1,48 mi +US$ 535 +8 +0%
Balboa Wealth Partners
409
Balboa Wealth Partners
Arizona
US$ 1,47 mi -US$ 80,5 mil -1.205 -5%
TIAA-CREF Individual & Institutional Services
410
TIAA-CREF Individual & Institutional Services
New York
US$ 1,46 mi -US$ 86 mil -1.287 -6%
Capital Group Private Client Services
411
Capital Group Private Client Services
California
US$ 1,46 mi +US$ 20 mil +299 +1%
LKBC
412
L.K. Benson & Company
Maryland
US$ 1,42 mi -US$ 601 -9 -0%
SOAG
413
Silver Oak Advisory Group
Oregon
US$ 1,42 mi +US$ 5,68 mil +85 +0,4%
MWPCG
414
Measured Wealth Private Client Group
New Hampshire
US$ 1,41 mi -US$ 10,1 mil -151 -0,7%
IFP Advisors
415
IFP Advisors
Florida
US$ 1,4 mi -US$ 311 mil -4.658 -19%
Black Swift Group
416
Black Swift Group
Colorado
US$ 1,4 mi – – –
IPW
417
Intergy Private Wealth
Colorado
US$ 1,39 mi – – –
Tobias Financial Advisors
418
Tobias Financial Advisors
Florida
US$ 1,37 mi -US$ 122 mil -1.833 -9%
IHT Wealth Management
419
IHT Wealth Management
Illinois
US$ 1,36 mi +US$ 1,14 mil +17 +0,1%
VWM
420
Verus Wealth Management
Wisconsin
US$ 1,35 mi -US$ 456 mil -6.825 -26%
IWS
421
Integrity Wealth Solutions
Colorado
US$ 1,34 mi – – –
WH
422
Willner & Heller
California
US$ 1,32 mi +US$ 2,74 mil +41 +0,2%
LJI Wealth Management
423
LJI Wealth Management
Indiana
US$ 1,31 mi -US$ 239 mil -3.576 -16%
MWM
424
Maripau Wealth Management
Indiana
US$ 1,31 mi +US$ 223 mil +3.339 +22%
Petersen Hastings Wealth Advisors
425
Petersen Hastings Wealth Advisors
Washington
US$ 1,3 mi -US$ 4,41 mil -66 -0,4%
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