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ícone de DFAT

U.S. Targeted Value Portfolio ETF Class Shares

Nome Posição Valor negociado Ações
Variação
Variação na
participação
Buckingham Strategic Wealth
1
Buckingham Strategic Wealth
Missouri
US$ 545 mi -US$ 5,38 mi -115.443 -1%
Index Fund Advisors
2
Index Fund Advisors
California
US$ 407 mi -US$ 4,22 mi -90.662 -1%
Creative Planning
3
Creative Planning
Kansas
US$ 378 mi +US$ 3,62 mi +77.791 +1%
Forum Financial Management
4
Forum Financial Management
Illinois
US$ 234 mi +US$ 18,7 mi +400.598 +9%
Merriman Wealth Management
5
Merriman Wealth Management
Washington
US$ 164 mi +US$ 126 mi +2.699.649 +328%
Savant Capital
6
Savant Capital
Illinois
US$ 141 mi -US$ 1,81 mi -38.838 -1%
Jackson Thornton Wealth Management
7
Jackson Thornton Wealth Management
Alabama
US$ 128 mi +US$ 23,6 mi +506.999 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
US$ 109 mi +US$ 542 mil +11.646 +0,5%
Equius Partners
9
Equius Partners
California
US$ 102 mi +US$ 563 mil +12.096 +0,6%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
US$ 88,5 mi +US$ 455 mil +9.780 +0,5%
Truepoint Inc
11
Truepoint Inc
Ohio
US$ 88,2 mi -US$ 2,14 mi -46.024 -2%
Plancorp LLC
12
Plancorp LLC
Missouri
US$ 83,9 mi -US$ 435 mil -9.346 -0,5%
Focus Partners Advisor Solutions
13
Focus Partners Advisor Solutions
Missouri
US$ 75,7 mi +US$ 27,4 mi +588.807 +57%
Willow Creek Wealth Management
14
Willow Creek Wealth Management
California
US$ 73,8 mi +US$ 1,43 mi +30.620 +2%
Resource Consulting Group
15
Resource Consulting Group
Florida
US$ 73,1 mi +US$ 670 mil +14.396 +0,9%
Abacus Wealth Partners
16
Abacus Wealth Partners
California
US$ 66,7 mi -US$ 18 mi -387.259 -21%
Dowling & Yahnke
17
Dowling & Yahnke
California
US$ 59,4 mi +US$ 3,69 mi +79.233 +7%
Wipfli Financial Advisors
18
Wipfli Financial Advisors
Wisconsin
US$ 57,3 mi -US$ 836 mil -17.957 -1%
Modera Wealth Management
19
Modera Wealth Management
New Jersey
US$ 55,2 mi +US$ 489 mil +10.502 +0,9%
Quantitative Advantage
20
Quantitative Advantage
Minnesota
US$ 54,7 mi -US$ 456 mil -9.784 -0,8%
Evanson Asset Management
21
Evanson Asset Management
California
US$ 53,2 mi -US$ 415 mil -8.903 -0,8%
Asset Dedication LLC
22
Asset Dedication LLC
California
US$ 51,9 mi +US$ 6,18 mi +132.790 +14%
Balasa Dinverno & Foltz
23
Balasa Dinverno & Foltz
US$ 47,9 mi +US$ 1,73 mi +37.100 +4%
Bayshore Asset Management
24
Bayshore Asset Management
Florida
US$ 40,9 mi -US$ 922 mil -19.792 -2%
CPA
25
Capital Performance Advisors
California
US$ 37,4 mi +US$ 133 mil +2.867 +0,4%