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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
Cassaday & Co Wealth Management
751
Cassaday & Co Wealth Management
Virginia
US$ 222 mil +US$ 5,48 mil +82 +3%
Rothschild Investment LLC
752
Rothschild Investment LLC
Illinois
US$ 218 mil – – –
WA
753
Winter & Associates
Minnesota
US$ 217 mil -US$ 57,8 mil -865 -22%
Kera Capital Partners
754
Kera Capital Partners
California
US$ 217 mil -US$ 79,7 mil -1.192 -28%
IIM
755
Invariant Investment Management
Pennsylvania
US$ 216 mil – – –
GAM
756
GEM Asset Management
Michigan
US$ 215 mil +US$ 206 mil +3.082 Nova
Shepherd Financial Partners
757
Shepherd Financial Partners
Massachusetts
US$ 215 mil +US$ 206 mil +3.079 Nova
UWM
758
USAdvisors Wealth Management
Minnesota
US$ 215 mil +US$ 206 mil +3.085 Nova
WFA
759
WJ Financial Advisors
Connecticut
US$ 215 mil +US$ 205 mil +3.074 Nova
Principal Securities
760
Principal Securities
Iowa
US$ 215 mil -US$ 64,3 mil -962 -24%
Washington Trust Bank
761
Washington Trust Bank
Washington
US$ 212 mil +US$ 202 mil +3.026 Nova
CWM
762
Castle Wealth Management
Florida
US$ 211 mil +US$ 202 mil +3.022 Nova
Destiny Wealth Partners
763
Destiny Wealth Partners
Florida
US$ 210 mil +US$ 199 mil +2.976 Nova
Bridges Investment Management
764
Bridges Investment Management
Nebraska
US$ 210 mil +US$ 200 mil +3.000 Nova
Financial Security Advisor
765
Financial Security Advisor
Virginia
US$ 209 mil +US$ 200 mil +2.988 Nova
UMB Bank
766
UMB Bank
Missouri
US$ 209 mil -US$ 73,8 mil -1.104 -27%
OG
767
Odyssey Group
Pennsylvania
US$ 208 mil +US$ 199 mil +2.971 Nova
Grey Fox Wealth Advisors
768
Grey Fox Wealth Advisors
Delaware
US$ 207 mil +US$ 198 mil +2.960 Nova
Advisornet Financial
769
Advisornet Financial
Minnesota
US$ 207 mil +US$ 1,14 mil +17 +0,6%
AWP
770
Accretive Wealth Partners
New Jersey
US$ 206 mil -US$ 91,2 mil -1.365 -32%
McAdam LLC
771
McAdam LLC
Pennsylvania
US$ 205 mil +US$ 196 mil +2.930 Nova
NPAN
772
Northeast Planning Associates NH
New Hampshire
US$ 204 mil +US$ 195 mil +2.912 Nova
Fifth Third Wealth Advisors
773
Fifth Third Wealth Advisors
Ohio
US$ 203 mil +US$ 194 mil +2.902 Nova
TI
774
tru Independence
Oregon
US$ 202 mil +US$ 194 mil +2.896 Nova
AO
775
Advisor OS
Illinois
US$ 202 mil +US$ 193 mil +2.890 Nova
29 30
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