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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
PCM
451
Peirce Capital Management
Texas
US$ 1,1 mi -US$ 170 mil -2.537 -14%
EFH
452
Eaton Financial Holdings
Florida
US$ 1,07 mi -US$ 1,47 mil -22 -0,1%
PFG Advisors
453
PFG Advisors
Arizona
US$ 1,07 mi +US$ 253 mil +3.784 +33%
JFS Wealth Advisors
454
JFS Wealth Advisors
Pennsylvania
US$ 1,07 mi +US$ 93,3 mil +1.396 +10%
NA
455
Nautilus Advisors
California
US$ 1,04 mi +US$ 8,42 mil +126 +0,8%
Capital Investment Advisors
456
Capital Investment Advisors
Georgia
US$ 1,04 mi – – –
Cypress Wealth Services
457
Cypress Wealth Services
California
US$ 1,03 mi +US$ 741 mil +11.086 +304%
Falcon Wealth Planning
458
Falcon Wealth Planning
California
US$ 1,01 mi – – –
Janney Montgomery Scott
459
Janney Montgomery Scott
Pennsylvania
US$ 991 mil +US$ 137 mil +2.045 +17%
CreativeOne Wealth
460
CreativeOne Wealth
Kansas
US$ 989 mil +US$ 257 mil +3.851 +37%
CVA Family Office
461
CVA Family Office
Colorado
US$ 988 mil +US$ 1,54 mil +23 +0,2%
Keebeck Wealth Management
462
Keebeck Wealth Management
Illinois
US$ 981 mil – – –
SSW
463
Stone Summit Wealth
Florida
US$ 975 mil -US$ 869 -13 -0,1%
SIAG
464
Safeguard Investment Advisory Group
California
US$ 974 mil +US$ 92,4 mil +1.382 +11%
Perigon Wealth Management
465
Perigon Wealth Management
California
US$ 972 mil +US$ 123 mil +1.837 +15%
PB
466
Pinnacle Bancorp
Nebraska
US$ 971 mil -US$ 735 -11 -0,1%
GHA
467
Good Harbor Advisors
Massachusetts
US$ 948 mil +US$ 6,42 mil +96 +0,7%
CWM
468
Concentrum Wealth Management
California
US$ 941 mil -US$ 67,2 mil -1.006 -7%
Dakota Wealth Management
469
Dakota Wealth Management
Florida
US$ 937 mil -US$ 52,1 mil -780 -6%
TFA
470
TandemGrowth Financial Advisors
Georgia
US$ 921 mil – – –
Berger Financial Group
471
Berger Financial Group
Minnesota
US$ 920 mil – – –
Chicago Partners Investment Group
472
Chicago Partners Investment Group
Illinois
US$ 914 mil -US$ 14,5 mil -217 -2%
SageView Advisory Group
473
SageView Advisory Group
California
US$ 912 mil -US$ 24,8 mil -371 -3%
SRWM
474
Shira Ridge Wealth Management
California
US$ 909 mil -US$ 13 mil -194 -1%
FS
475
Financial Symmetry
North Carolina
US$ 907 mil +US$ 468 +7 +0,1%
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