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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
VAG
426
Vannoy Advisory Group
Texas
US$ 1,28 mi -US$ 2,67 mil -40 -0,2%
Partners in Financial Planning
427
Partners in Financial Planning
Virginia
US$ 1,27 mi -US$ 66,8 mil -1.000 -5%
Clear Creek Financial Management
428
Clear Creek Financial Management
Washington
US$ 1,27 mi -US$ 601 -9 -0%
BFA
429
Beacon Financial Advisory
Ohio
US$ 1,26 mi +US$ 206 mil +3.089 +21%
CCM
430
Cloud Capital Management
Washington
US$ 1,25 mi +US$ 304 mil +4.544 +34%
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
US$ 1,25 mi +US$ 17,7 mil +265 +2%
XTX Topco
432
XTX Topco
Cayman Islands
US$ 1,24 mi +US$ 1,19 mi +17.788 Nova
Centaurus Financial
433
Centaurus Financial
California
US$ 1,24 mi +US$ 102 mil +1.531 +9%
B
434
BetterWealth
California
US$ 1,22 mi -US$ 17,2 mil -258 -1%
GWM
435
Grand Wealth Management
Michigan
US$ 1,22 mi -US$ 4,61 mil -69 -0,4%
AFO
436
Aurelius Family Office
New Hampshire
US$ 1,21 mi – – –
Mattern Capital Management
437
Mattern Capital Management
Colorado
US$ 1,21 mi +US$ 319 mil +4.773 +38%
Summit Financial
438
Summit Financial
New Jersey
US$ 1,2 mi +US$ 401 +6 +0%
FWM
439
Forza Wealth Management
Florida
US$ 1,19 mi +US$ 172 mil +2.575 +18%
WP
440
Wealthspan Partners
Iowa
US$ 1,18 mi +US$ 11,8 mil +177 +1%
MGW
441
MB Generational Wealth
Washington
US$ 1,18 mi -US$ 14,6 mil -219 -1%
Kavar Capital Partners Group
442
Kavar Capital Partners Group
Kansas
US$ 1,18 mi – – –
AWP
443
Axis Wealth Partners
Rhode Island
US$ 1,17 mi -US$ 53,6 mil -802 -5%
Wedmont Private Capital
444
Wedmont Private Capital
Pennsylvania
US$ 1,16 mi +US$ 468 +7 +0%
Signal Advisors Wealth
445
Signal Advisors Wealth
Michigan
US$ 1,14 mi +US$ 737 mil +11.036 +207%
Warwick Investment Management
446
Warwick Investment Management
Texas
US$ 1,14 mi – – –
Roundview Capital
447
Roundview Capital
New Jersey
US$ 1,13 mi – – –
Trustmark National Bank Trust Department
448
Trustmark National Bank Trust Department
Mississippi
US$ 1,12 mi – – –
RWM
449
Rialto Wealth Management
New York
US$ 1,11 mi – – –
KeyBank National Association
450
KeyBank National Association
Ohio
US$ 1,11 mi – – –
16 17
18
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