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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
Whittier Trust
801
Whittier Trust
California
US$ 92,7 mil – – –
Albion Financial Group
802
Albion Financial Group
Utah
US$ 90,9 mil – – –
Center for Financial Planning
803
Center for Financial Planning
Michigan
US$ 90,9 mil – – –
JWM
804
JPL Wealth Management
Colorado
US$ 88,9 mil – – –
RWS
805
Retirement Wealth Solutions
Wisconsin
US$ 86,5 mil – – –
MSWA
806
Marshall & Sterling Wealth Advisors
New York
US$ 86,2 mil – – –
SN
807
Sittner & Nelson
Oregon
US$ 84,8 mil – – –
JAWA
808
John A. Wolfe & Associates
Michigan
US$ 81,6 mil +US$ 267 +4 +0,3%
Parallel Advisors
809
Parallel Advisors
California
US$ 81,5 mil +US$ 23,7 mil +355 +44%
Trifecta Capital Advisors
810
Trifecta Capital Advisors
Illinois
US$ 78 mil – – –
CH
811
CDKV Holdings
Colorado
US$ 74,2 mil – – –
GTAM
812
Global Trust Asset Management
Florida
US$ 69,9 mil – – –
Foster Dykema Cabot & Partners
813
Foster Dykema Cabot & Partners
Massachusetts
US$ 68,2 mil – – –
DF
814
Downshift Financial
Colorado
US$ 66,2 mil +US$ 63,3 mil +947 Nova
CFS
815
CGC Financial Services
Oregon
US$ 65,8 mil – – –
Vanguard Advisers Inc
816
Vanguard Advisers Inc
Pennsylvania
US$ 60,7 mil – – –
IAG Wealth Partners
817
IAG Wealth Partners
Wisconsin
US$ 59,6 mil – – –
TWM
818
Timmons Wealth Management
Massachusetts
US$ 58,3 mil – – –
Ritter Daniher Financial Advisory
819
Ritter Daniher Financial Advisory
Ohio
US$ 58,2 mil – – –
PWM
820
Peterson Wealth Management
Nevada
US$ 57,2 mil +US$ 134 +2 +0,2%
CB
821
Centennial Bank
Arkansas
US$ 56,3 mil +US$ 53,9 mil +806 Nova
Bartlett & Co Wealth Management
822
Bartlett & Co Wealth Management
Ohio
US$ 52,4 mil – – –
SC
823
Steph & Co
Wisconsin
US$ 49,7 mil – – –
TCM
824
Tradewinds Capital Management
Washington
US$ 43,1 mil -US$ 69 mil -1.032 -63%
MWM
825
Mascoma Wealth Management
New Hampshire
US$ 40,2 mil – – –
31 32
33
34 35