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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
Avantax Planning Partners
726
Avantax Planning Partners
Iowa
US$ 243 mil – – –
TWCA
727
Two West Capital Advisors
Kansas
US$ 243 mil -US$ 17,8 mil -267 -7%
Caldwell Trust
728
Caldwell Trust
Florida
US$ 243 mil -US$ 9,02 mil -135 -4%
Advyzon Investment Management
729
Advyzon Investment Management
Illinois
US$ 234 mil +US$ 9,36 mil +140 +4%
AF
730
Align Financial
Minnesota
US$ 234 mil – – –
RFA
731
Register Financial Advisors
Georgia
US$ 234 mil +US$ 223 mil +3.342 Nova
SJS Investment Consulting
732
SJS Investment Consulting
Ohio
US$ 233 mil – – –
Canal Capital Management
733
Canal Capital Management
Virginia
US$ 233 mil +US$ 735 +11 +0,3%
Raffa Wealth Management
734
Raffa Wealth Management
District of Columbia
US$ 232 mil – – –
WC
735
Weil Company
California
US$ 232 mil – – –
BRIA
736
Balanced Rock Investment Advisors
Massachusetts
US$ 231 mil -US$ 1,27 mil -19 -0,6%
Level Four Advisory Services
737
Level Four Advisory Services
Texas
US$ 231 mil +US$ 735 +11 +0,3%
EWM
738
Elmwood Wealth Management
California
US$ 230 mil – – –
NPFS
739
Novak & Powell Financial Services
Florida
US$ 230 mil – – –
FB
740
First Bancorp
Maine
US$ 230 mil – – –
One Day In July LLC
741
One Day In July LLC
Vermont
US$ 229 mil – – –
Marble Wealth
742
Marble Wealth
Alabama
US$ 229 mil – – –
JWCA
743
J.W. Cole Advisors
Florida
US$ 228 mil -US$ 11,2 mil -167 -5%
WestHill Financial Advisors
744
WestHill Financial Advisors
California
US$ 228 mil – – –
Sage Rhino Capital
745
Sage Rhino Capital
California
US$ 227 mil -US$ 401 -6 -0,2%
First National Bank of Omaha
746
First National Bank of Omaha
Nebraska
US$ 226 mil +US$ 216 mil +3.237 Nova
SEP
747
Signature Equity Partners
Ohio
US$ 225 mil +US$ 20,9 mil +313 +11%
FCU
748
Financial Concepts Unlimited
Maine
US$ 224 mil – – –
SFP
749
Sterling Financial Planning
New Jersey
US$ 223 mil +US$ 213 mil +3.194 Nova
Ameritas Advisory Services
750
Ameritas Advisory Services
Nebraska
US$ 223 mil -US$ 660 mil -9.879 -76%
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