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U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
OFP
126
OLIO Financial Planning
Virginia
US$ 16,3 mi +US$ 235 mil +3.522 +2%
McLean Asset Management
127
McLean Asset Management
Virginia
US$ 16 mi -US$ 299 mil -4.478 -2%
Fiduciary Financial Group
128
Fiduciary Financial Group
California
US$ 15,8 mi +US$ 995 mil +14.884 +7%
HWA
129
HMV Wealth Advisors
Louisiana
US$ 15,5 mi +US$ 3,68 mil +55 +0%
NWM
130
Navigoe Wealth Management
California
US$ 15,4 mi -US$ 46 mil -688 -0,3%
JWM
131
JDH Wealth Management
California
US$ 15,2 mi -US$ 336 mil -5.031 -2%
Wealth Management Nebraska
132
Wealth Management Nebraska
Nebraska
US$ 14,9 mi -US$ 146 mil -2.192 -1%
RWM
133
Ruedi Wealth Management
Illinois
US$ 14,9 mi -US$ 255 mil -3.809 -2%
SWA
134
ShankerValleau Wealth Advisors
Illinois
US$ 14,6 mi -US$ 402 mil -6.017 -3%
ALWM
135
Andrews Lucia Wealth Management
California
US$ 14,4 mi -US$ 22,5 mil -336 -0,2%
Osaic Holdings
136
Osaic Holdings
Arizona
US$ 14,3 mi +US$ 2 mi +29.874 +17%
KPP
137
Kings Path Partners
Texas
US$ 14,2 mi +US$ 2,47 mi +36.894 +22%
CWMA
138
Capstone Wealth Management (Alabama)
Alabama
US$ 13,7 mi -US$ 458 mil -6.850 -3%
NG
139
Navigation Group
California
US$ 13,6 mi +US$ 105 mil +1.569 +0,8%
Aspiriant LLC
140
Aspiriant LLC
California
US$ 13,2 mi – – –
Moisand Fitzgerald Tamayo
141
Moisand Fitzgerald Tamayo
Florida
US$ 13,1 mi -US$ 205 mil -3.072 -2%
VPWA
142
Vestia Personal Wealth Advisors
Indiana
US$ 12,9 mi -US$ 4,41 mil -66 -0%
Spire Wealth Management
143
Spire Wealth Management
Virginia
US$ 12,7 mi +US$ 203 mil +3.039 +2%
Larson Financial Group
144
Larson Financial Group
Missouri
US$ 12,7 mi -US$ 2,25 mi -33.726 -16%
DI
145
Disciplined Investments
Oklahoma
US$ 12,6 mi +US$ 676 mil +10.112 +6%
PS
146
Pinney & Scofield
Massachusetts
US$ 12,4 mi -US$ 144 mil -2.154 -1%
BTWM
147
Baker Tilly Wealth Management
Wisconsin
US$ 12,4 mi -US$ 640 mil -9.574 -5%
Robertson Stephens Wealth Management
148
Robertson Stephens Wealth Management
California
US$ 12,3 mi +US$ 20,1 mil +301 +0,2%
VW
149
Vance Wealth
California
US$ 11,7 mi +US$ 47,5 mil +711 +0,4%
PWMG
150
Pioneer Wealth Management Group
Texas
US$ 11,6 mi +US$ 830 mil +12.427 +8%
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