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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
Creative Planning
1
Creative Planning
Kansas
US$ 614 mi +US$ 39,9 mi +910.216 +7%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
US$ 596 mi +US$ 9,43 mi +214.969 +2%
Forum Financial Management
3
Forum Financial Management
Illinois
US$ 387 mi +US$ 97,8 mi +2.229.349 +36%
Index Fund Advisors
4
Index Fund Advisors
California
US$ 371 mi -US$ 3,22 mi -73.465 -0,9%
Savant Capital
5
Savant Capital
Illinois
US$ 216 mi -US$ 1,25 mi -28.509 -0,6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
US$ 150 mi +US$ 2,35 mi +53.479 +2%
Focus Partners Advisor Solutions
7
Focus Partners Advisor Solutions
Missouri
US$ 140 mi +US$ 3,56 mi +81.162 +3%
Corient Private Wealth
8
Corient Private Wealth
Florida
US$ 128 mi +US$ 1,36 mi +31.051 +1%
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
US$ 125 mi +US$ 10 mi +227.388 +9%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
US$ 114 mi -US$ 2,27 mi -51.770 -2%
Asset Dedication LLC
11
Asset Dedication LLC
California
US$ 83 mi +US$ 6,8 mi +154.879 +9%
Plancorp LLC
12
Plancorp LLC
Missouri
US$ 80,5 mi -US$ 312 mil -7.116 -0,4%
Willow Creek Wealth Management
13
Willow Creek Wealth Management
California
US$ 78,2 mi +US$ 1,4 mi +31.888 +2%
Truepoint Inc
14
Truepoint Inc
Ohio
US$ 78,1 mi -US$ 995 mil -22.668 -1%
Resource Consulting Group
15
Resource Consulting Group
Florida
US$ 73,5 mi +US$ 1,48 mi +33.771 +2%
Abacus Wealth Partners
16
Abacus Wealth Partners
California
US$ 63,5 mi -US$ 173 mil -3.943 -0,3%
RW Investment Management
17
RW Investment Management
Idaho
US$ 57,6 mi +US$ 20,5 mi +466.069 +60%
Apella Capital
18
Apella Capital
Connecticut
US$ 57,1 mi +US$ 54,1 mi +1.231.849 Nova
EP Wealth Advisors
19
EP Wealth Advisors
California
US$ 54,4 mi +US$ 37,8 mi +861.927 +390%
Evanson Asset Management
20
Evanson Asset Management
California
US$ 53,4 mi -US$ 358 mil -8.146 -0,7%
MPM
21
MBB Public Markets
Illinois
US$ 49,5 mi – – –
Pure Financial Advisors
22
Pure Financial Advisors
California
US$ 49,1 mi +US$ 15 mi +341.683 +48%
Team Hewins
23
Team Hewins
California
US$ 47,5 mi -US$ 119 mil -2.701 -0,3%
Forvis Mazars Wealth Advisors
24
Forvis Mazars Wealth Advisors
Missouri
US$ 44,9 mi +US$ 1,84 mi +41.823 +5%
Bayshore Asset Management
25
Bayshore Asset Management
Florida
US$ 44 mi +US$ 1,54 mi +35.064 +4%
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