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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
Annandale Capital
176
Annandale Capital
Texas
US$ 8,96 mi +US$ 578 mil +8.656 +7%
Oppenheimer & Co
177
Oppenheimer & Co
New York
US$ 8,9 mi -US$ 99,2 mil -1.485 -1%
Quantinno Capital Management
178
Quantinno Capital Management
New York
US$ 8,82 mi +US$ 1,79 mi +26.853 +27%
TFO
179
Timonier Family Office
North Carolina
US$ 8,8 mi +US$ 8,41 mi +125.860 Nova
Rather & Kittrell
180
Rather & Kittrell
Tennessee
US$ 8,63 mi -US$ 199 mil -2.975 -2%
Mason Investment Advisory Services
181
Mason Investment Advisory Services
Virginia
US$ 8,42 mi +US$ 14,2 mil +212 +0,2%
QFPS
182
Quantum Financial Planning Services
Washington
US$ 8,42 mi +US$ 1,35 mi +20.148 +20%
Liberty Wealth Management
183
Liberty Wealth Management
California
US$ 8,38 mi – – –
Arkadios Wealth Advisors
184
Arkadios Wealth Advisors
Georgia
US$ 8,3 mi +US$ 1,04 mi +15.606 +15%
SC
185
Schoolcraft Capital
Colorado
US$ 8,19 mi -US$ 23,9 mil -357 -0,3%
CWM
186
Capstone Wealth Management
Montana
US$ 8,03 mi +US$ 219 mil +3.275 +3%
WPW
187
Watershed Private Wealth
Illinois
US$ 7,98 mi -US$ 205 mil -3.066 -3%
TC
188
TAGStone Capital
North Carolina
US$ 7,61 mi +US$ 317 mil +4.746 +5%
PWM
189
Parkshore Wealth Management
California
US$ 7,48 mi -US$ 319 mil -4.781 -4%
SA
190
Seneschal Advisors
Washington
US$ 7,46 mi -US$ 225 mil -3.365 -3%
FWM
191
FMB Wealth Management
California
US$ 7,21 mi -US$ 140 mil -2.089 -2%
AWM
192
Ariadne Wealth Management
California
US$ 7,2 mi -US$ 73,6 mil -1.101 -1%
BP
193
BWM Planning
Texas
US$ 7,16 mi +US$ 102 mil +1.523 +2%
Northwest Wealth Management
194
Northwest Wealth Management
Iowa
US$ 7,15 mi -US$ 153 mil -2.295 -2%
VWA
195
Valued Wealth Advisors
Utah
US$ 7,05 mi -US$ 306 mil -4.580 -4%
MWA
196
Mills Wealth Advisors
Texas
US$ 7,04 mi +US$ 319 mil +4.775 +5%
WAM
197
Weinberger Asset Management
California
US$ 6,96 mi +US$ 461 mil +6.895 +8%
Stifel Financial
198
Stifel Financial
Missouri
US$ 6,94 mi -US$ 36,9 mil -552 -0,6%
NewEdge Advisors
199
NewEdge Advisors
Louisiana
US$ 6,92 mi +US$ 632 mil +9.464 +11%
CSW
200
Cogent Strategic Wealth
Illinois
US$ 6,79 mi -US$ 234 mil -3.497 -3%
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