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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
Sagespring Wealth Partners
701
Sagespring Wealth Partners
Tennessee
US$ 277 mil -US$ 4,41 mil -66 -2%
NRW
702
Nova R Wealth
Kansas
US$ 277 mil +US$ 936 +14 +0,4%
PP
703
Pacifica Partners
Canada
US$ 275 mil – – –
Trexquant Investment
704
Trexquant Investment
Connecticut
US$ 274 mil +US$ 262 mil +3.921 Nova
GPW
705
Gentry Private Wealth
Kansas
US$ 273 mil – – –
GA
706
GoalVest Advisory
New York
US$ 273 mil – – –
GDS Wealth Management
707
GDS Wealth Management
Texas
US$ 271 mil – – –
FA
708
FF Advisors
California
US$ 270 mil – – –
Franklin Resources
709
Franklin Resources
California
US$ 268 mil +US$ 869 +13 +0,3%
CPWM
710
Cypress Point Wealth Management
Texas
US$ 267 mil -US$ 106 mil -1.590 -29%
Harel Insurance Investments & Financial Services
711
Harel Insurance Investments & Financial Services
Israel
US$ 266 mil – – –
FA
712
Fermata Advisors
California
US$ 261 mil +US$ 869 +13 +0,3%
Private Advisory Group
713
Private Advisory Group
Washington
US$ 261 mil – – –
Granite Bay Wealth Management
714
Granite Bay Wealth Management
New Hampshire
US$ 260 mil – – –
Western Wealth Management
715
Western Wealth Management
Colorado
US$ 260 mil +US$ 535 +8 +0,2%
FFT Wealth Management
716
FFT Wealth Management
Pennsylvania
US$ 259 mil – – –
PPP
717
Prism Planning Partners
Illinois
US$ 258 mil -US$ 2,67 mil -40 -1%
PDS Planning
718
PDS Planning
Ohio
US$ 255 mil +US$ 244 mil +3.654 Nova
Americana Partners
719
Americana Partners
Texas
US$ 254 mil – – –
FFA
720
Frazier Financial Advisors
Ohio
US$ 253 mil +US$ 668 +10 +0,3%
WC
721
Waterloo Capital
Texas
US$ 252 mil +US$ 241 mil +3.611 Nova
Brookstone Capital Management
722
Brookstone Capital Management
Illinois
US$ 250 mil -US$ 24,9 mil -373 -9%
Ironwood Financial
723
Ironwood Financial
Arizona
US$ 249 mil -US$ 5,01 mil -75 -2%
IIA
724
Integrity Investment Advisors
Colorado
US$ 246 mil – – –
Brinker Capital Investments
725
Brinker Capital Investments
Pennsylvania
US$ 243 mil -US$ 891 mil -13.327 -79%
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