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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
US$ 22 mi +US$ 1,03 mi +15.472 +5%
BGWM
102
Bridge Generations Wealth Management
Florida
US$ 21,8 mi +US$ 60,3 mil +903 +0,3%
Cardiff Park Advisors
103
Cardiff Park Advisors
California
US$ 21,5 mi -US$ 618 mil -9.248 -3%
CPW
104
Crestmont Private Wealth
Texas
US$ 21,5 mi +US$ 7,5 mi +112.245 +58%
D.A. Davidson & Co
105
D.A. Davidson & Co
Montana
US$ 21,3 mi +US$ 3,49 mi +52.290 +21%
BlueSky Wealth Advisors
106
BlueSky Wealth Advisors
North Carolina
US$ 21,3 mi +US$ 701 mil +10.483 +4%
Financial Engines Advisors
107
Financial Engines Advisors
California
US$ 21,2 mi -US$ 1,53 mi -22.931 -7%
KSWWM
108
Keyes Stange & Wooten Wealth Management
Florida
US$ 21,1 mi +US$ 154 mil +2.302 +0,8%
Beacon Pointe Advisors
109
Beacon Pointe Advisors
California
US$ 21,1 mi -US$ 391 mil -5.850 -2%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
US$ 20,8 mi +US$ 3,12 mi +46.637 +19%
PA
111
Prism Advisors
California
US$ 20,5 mi -US$ 614 mil -9.182 -3%
DWM
112
Dopkins Wealth Management
New York
US$ 20,5 mi -US$ 297 mil -4.441 -1%
RLWM
113
RF&L Wealth Management
Massachusetts
US$ 20,2 mi -US$ 56,7 mil -849 -0,3%
Park Avenue Securities
114
Park Avenue Securities
New York
US$ 19,8 mi +US$ 2,28 mi +34.151 +14%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
US$ 19,4 mi +US$ 420 mil +6.291 +2%
LW
116
Libra Wealth
California
US$ 19,3 mi -US$ 265 mil -3.959 -1%
ACM
117
Aspen Capital Management
Idaho
US$ 19,2 mi -US$ 197 mil -2.948 -1%
TPW
118
Tiller Private Wealth
Pennsylvania
US$ 19,1 mi -US$ 155 mil -2.313 -0,8%
Pathstone Holdings
119
Pathstone Holdings
New Jersey
US$ 19,1 mi -US$ 4,25 mi -63.635 -19%
WPWealth
120
WPWealth
Texas
US$ 17,6 mi -US$ 2,19 mi -32.766 -11%
Quantum Financial Advisors
121
Quantum Financial Advisors
California
US$ 17,6 mi -US$ 96,6 mil -1.445 -0,6%
Morgan Stanley
122
Morgan Stanley
New York
US$ 17,1 mi +US$ 2,2 mil +33 +0%
PFS
123
Professional Financial Solutions
Virginia
US$ 16,6 mi +US$ 103 mil +1.538 +0,7%
GCM
124
Graver Capital Management
Ohio
US$ 16,5 mi -US$ 710 mil -10.621 -4%
Altiora Financial Group
125
Altiora Financial Group
Ohio
US$ 16,4 mi -US$ 18,2 mil -272 -0,1%
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