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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
TWM
51
Tumwater Wealth Management
Idaho
US$ 44,5 mi +US$ 533 mil +7.973 +1%
Helen Stephens Group
52
Helen Stephens Group
Texas
US$ 40,9 mi +US$ 3,24 mi +48.472 +9%
RYA
53
Richard Young Associates
Georgia
US$ 39 mi -US$ 23,2 mil -347 -0,1%
Confluence Wealth Services
54
Confluence Wealth Services
Pennsylvania
US$ 38,8 mi +US$ 6,52 mi +97.540 +21%
FH
55
Financial Harvest
Florida
US$ 37,6 mi +US$ 2,03 mi +30.440 +6%
UBS Group
56
UBS Group
Switzerland
US$ 37 mi +US$ 5,14 mi +76.847 +17%
Mosaic Family Wealth Partners
57
Mosaic Family Wealth Partners
Missouri
US$ 35,4 mi +US$ 1,16 mi +17.347 +4%
EFP
58
EnRich Financial Partners
Wisconsin
US$ 35,3 mi -US$ 1,14 mi -17.069 -3%
Beaird Harris Wealth Management
59
Beaird Harris Wealth Management
Texas
US$ 33 mi -US$ 833 mil -12.459 -3%
Summit Financial Strategies
60
Summit Financial Strategies
Ohio
US$ 33 mi +US$ 1,74 mi +26.038 +6%
Planning Center Inc
61
Planning Center Inc
Illinois
US$ 32,7 mi -US$ 19,8 mil -297 -0,1%
TCI Wealth Advisors
62
TCI Wealth Advisors
Arizona
US$ 32,5 mi -US$ 365 mil -5.469 -1%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
US$ 32,3 mi +US$ 681 mil +10.190 +2%
NL
64
NorthAvenue LLC
Ohio
US$ 31,8 mi +US$ 953 mil +14.258 +3%
AE Wealth Management
65
AE Wealth Management
Kansas
US$ 31,8 mi +US$ 941 mil +14.086 +3%
BWA
66
Babb Wealth Advisors
Arizona
US$ 31,7 mi +US$ 1,04 mi +15.636 +4%
AQR Capital Management
67
AQR Capital Management
Connecticut
US$ 31,3 mi +US$ 3,78 mi +56.593 +14%
Conrad Siegel Investment Advisors
68
Conrad Siegel Investment Advisors
Pennsylvania
US$ 31,1 mi +US$ 333 mil +4.986 +1%
Forvis Mazars Wealth Advisors
69
Forvis Mazars Wealth Advisors
Missouri
US$ 30,5 mi -US$ 3,16 mi -47.229 -10%
SIMC
70
Squire Investment Management Company
Utah
US$ 30,2 mi -US$ 65,4 mil -978 -0,2%
WG
71
Watchman Group
Texas
US$ 30,2 mi +US$ 76,8 mil +1.149 +0,3%
DEM
72
Disciplined Equity Management
Florida
US$ 30 mi +US$ 998 mil +14.930 +4%
Allen Capital Group
73
Allen Capital Group
Nebraska
US$ 29,5 mi +US$ 225 mil +3.373 +0,8%
TFC Financial Management
74
TFC Financial Management
Massachusetts
US$ 28,8 mi +US$ 168 mil +2.513 +0,6%
CFGA
75
Cambridge Financial Group (Arizona)
Arizona
US$ 28,4 mi +US$ 1,05 mi +15.746 +4%
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