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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$ 466 mi +US$ 5,31 mi +124.494 +1%
Creative Planning
2
Creative Planning
Kansas
US$ 366 mi +US$ 44,6 mi +1.044.594 +13%
Index Fund Advisors
3
Index Fund Advisors
California
US$ 327 mi +US$ 10,9 mi +256.252 +3%
Forum Financial Management
4
Forum Financial Management
Illinois
US$ 221 mi +US$ 14,7 mi +344.513 +6%
Focus Partners Advisor Solutions
5
Focus Partners Advisor Solutions
Missouri
US$ 196 mi +US$ 119 mi +2.792.942 +125%
Merriman Wealth Management
6
Merriman Wealth Management
Washington
US$ 150 mi -US$ 4,15 mi -97.229 -2%
Savant Capital
7
Savant Capital
Illinois
US$ 129 mi -US$ 969 mil -22.713 -0,7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
US$ 118 mi +US$ 769 mil +18.039 +0,6%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
US$ 101 mi +US$ 434 mil +10.167 +0,4%
Jackson Thornton Wealth Management
10
Jackson Thornton Wealth Management
Alabama
US$ 97,9 mi +US$ 9,24 mi +216.519 +9%
Equius Partners
11
Equius Partners
California
US$ 83,5 mi -US$ 1,31 mi -30.681 -1%
Truepoint Inc
12
Truepoint Inc
Ohio
US$ 70,5 mi -US$ 1,14 mi -26.678 -1%
Plancorp LLC
13
Plancorp LLC
Missouri
US$ 69,2 mi +US$ 314 mil +7.367 +0,4%
Willow Creek Wealth Management
14
Willow Creek Wealth Management
California
US$ 62,5 mi -US$ 791 mil -18.555 -1%
Resource Consulting Group
15
Resource Consulting Group
Florida
US$ 61,7 mi -US$ 643 mil -15.081 -0,9%
Asset Dedication LLC
16
Asset Dedication LLC
California
US$ 54,5 mi +US$ 9,03 mi +211.581 +18%
Wipfli Financial Advisors
17
Wipfli Financial Advisors
Wisconsin
US$ 53,1 mi -US$ 6,75 mi -158.208 -10%
Dowling & Yahnke
18
Dowling & Yahnke
California
US$ 51,5 mi +US$ 483 mil +11.325 +0,9%
Abacus Wealth Partners
19
Abacus Wealth Partners
California
US$ 51,2 mi -US$ 3,26 mi -76.339 -5%
Evanson Asset Management
20
Evanson Asset Management
California
US$ 44,9 mi -US$ 132 mil -3.104 -0,3%
Quantitative Advantage
21
Quantitative Advantage
Minnesota
US$ 44,4 mi -US$ 1,02 mi -23.973 -2%
MPM
22
MBB Public Markets
Illinois
US$ 39,6 mi +US$ 7,65 mi +179.357 +21%
Modera Wealth Management
23
Modera Wealth Management
New Jersey
US$ 38,1 mi -US$ 6,4 mi -150.055 -13%
EP Wealth Advisors
24
EP Wealth Advisors
California
US$ 35,4 mi +US$ 2,1 mi +49.189 +6%
Forvis Mazars Wealth Advisors
25
Forvis Mazars Wealth Advisors
Missouri
US$ 33,4 mi +US$ 1,46 mi +34.155 +4%