Estamos no ar no ! Saiba mais
ícone de DFAT

U.S. Targeted Value Portfolio ETF Class Shares
DFAT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Cerity Partners
1
Cerity Partners
New York
US$ 1,42 bi +US$ 21,6 mi +466.294 +787%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
US$ 555 mi – – –
Creative Planning
3
Creative Planning
Kansas
US$ 549 mi -US$ 37,8 mi -815.998 -6%
Index Fund Advisors
4
Index Fund Advisors
California
US$ 359 mi -US$ 5,45 mi -117.451 -1%
Forum Financial Management
5
Forum Financial Management
Illinois
US$ 272 mi +US$ 14,5 mi +312.530 +5%
Savant Capital
6
Savant Capital
Illinois
US$ 209 mi +US$ 61,3 mi +1.322.543 +39%
Merriman Wealth Management
7
Merriman Wealth Management
Washington
US$ 181 mi -US$ 3,95 mi -85.168 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
US$ 141 mi -US$ 882 mil -19.022 -0,6%
Focus Partners Advisor Solutions
9
Focus Partners Advisor Solutions
Missouri
US$ 130 mi +US$ 8,36 mi +180.407 +7%
Corient Private Wealth
10
Corient Private Wealth
Florida
US$ 121 mi +US$ 1,53 mi +32.976 +1%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
US$ 112 mi -US$ 3,16 mi -68.123 -3%
Jackson Thornton Wealth Management
12
Jackson Thornton Wealth Management
Alabama
US$ 110 mi -US$ 865 mil -18.651 -0,8%
Plancorp LLC
13
Plancorp LLC
Missouri
US$ 77,5 mi -US$ 683 mil -14.731 -0,8%
Truepoint Inc
14
Truepoint Inc
Ohio
US$ 75,9 mi -US$ 2,45 mi -52.750 -3%
Willow Creek Wealth Management
15
Willow Creek Wealth Management
California
US$ 73,6 mi +US$ 2,08 mi +44.906 +3%
Asset Dedication LLC
16
Asset Dedication LLC
California
US$ 72,7 mi +US$ 3,75 mi +80.869 +5%
Resource Consulting Group
17
Resource Consulting Group
Florida
US$ 69 mi -US$ 952 mil -20.525 -1%
Abacus Wealth Partners
18
Abacus Wealth Partners
California
US$ 58,6 mi +US$ 535 mil +11.530 +0,8%
Evanson Asset Management
19
Evanson Asset Management
California
US$ 51,6 mi -US$ 197 mil -4.253 -0,4%
MPM
20
MBB Public Markets
Illinois
US$ 47,5 mi +US$ 927 mil +20.000 +2%
Team Hewins
21
Team Hewins
California
US$ 45,7 mi -US$ 928 mil -20.005 -2%
Forvis Mazars Wealth Advisors
22
Forvis Mazars Wealth Advisors
Missouri
US$ 41,2 mi +US$ 789 mil +17.008 +2%
Modera Wealth Management
23
Modera Wealth Management
New Jersey
US$ 41,1 mi -US$ 16,7 mi -360.820 -28%
Bayshore Asset Management
24
Bayshore Asset Management
Florida
US$ 39 mi +US$ 586 mil +12.632 +1%
CPA
25
Capital Performance Advisors
California
US$ 36,6 mi +US$ 145 mil +3.128 +0,4%
1
2 3 4 5