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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
FJWM
201
Ferguson Johnson Wealth Management
Maryland
US$ 6,75 mi -US$ 40,2 mil -602 -0,6%
Axxcess Wealth Management
202
Axxcess Wealth Management
California
US$ 6,71 mi +US$ 6,42 mi +96.061 Nova
SFP
203
SwitchPoint Financial Planning
Utah
US$ 6,46 mi +US$ 8,62 mil +129 +0,1%
VF
204
Vestment Financial
Minnesota
US$ 6,42 mi +US$ 319 mil +4.768 +5%
CA
205
Claris Advisors
Missouri
US$ 6,42 mi -US$ 168 mil -2.509 -3%
Bedel Financial Consulting
206
Bedel Financial Consulting
Indiana
US$ 6,34 mi +US$ 1,04 mi +15.552 +21%
Greenspring Advisors
207
Greenspring Advisors
Maryland
US$ 6,34 mi -US$ 79,4 mil -1.188 -1%
SIM
208
Studio Investment Management
Illinois
US$ 6,33 mi +US$ 226 mil +3.385 +4%
Gibson Capital
209
Gibson Capital
Pennsylvania
US$ 6,22 mi -US$ 68,8 mil -1.029 -1%
GMA
210
Glassy Mountain Advisors
Maryland
US$ 6,16 mi -US$ 120 mil -1.794 -2%
CTWM
211
Cherry Tree Wealth Management
Minnesota
US$ 6,15 mi -US$ 39,8 mil -596 -0,7%
LWM
212
Lionshead Wealth Management
New York
US$ 6,09 mi +US$ 155 mil +2.322 +3%
W
213
WorthPointe
California
US$ 6,08 mi +US$ 344 mil +5.151 +6%
Baird Financial Group
214
Baird Financial Group
Wisconsin
US$ 6,08 mi -US$ 54,3 mil -812 -0,9%
CWA
215
CogentBlue Wealth Advisors
Tennessee
US$ 6,06 mi -US$ 169 mil -2.534 -3%
Private Advisor Group
216
Private Advisor Group
New Jersey
US$ 6,01 mi +US$ 2,85 mi +42.704 +99%
BH
217
Burk Holdings
Oklahoma
US$ 5,92 mi -US$ 173 mil -2.585 -3%
MCA
218
Maryland Capital Advisors
Maryland
US$ 5,9 mi +US$ 5,64 mi +84.406 Nova
1900 Wealth Management
219
1900 Wealth Management
Texas
US$ 5,87 mi -US$ 66,8 mil -999 -1%
PWM
220
Platform Wealth Management
Utah
US$ 5,83 mi +US$ 5,57 mi +83.404 Nova
RLIM
221
Red Lighthouse Investment Management
New York
US$ 5,81 mi -US$ 71 mil -1.062 -1%
SC
222
Shearwater Capital
Colorado
US$ 5,74 mi – – –
PWIA
223
Porter White Investment Advisors
Alabama
US$ 5,71 mi -US$ 146 mil -2.183 -3%
HB Wealth Management
224
HB Wealth Management
Georgia
US$ 5,7 mi +US$ 806 mil +12.057 +17%
Aviance Capital Partners
225
Aviance Capital Partners
Florida
US$ 5,63 mi +US$ 228 mil +3.414 +4%
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