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ícone de DFAT

U.S. Targeted Value Portfolio ETF Class Shares

Nome Posição Valor negociado Ações
Variação
Variação na
participação
Creative Planning
1
Creative Planning
Kansas
US$ 714 mi +US$ 25 mi +534.891 +4%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
US$ 664 mi -US$ 5,66 mi -121.095 -0,9%
Forum Financial Management
3
Forum Financial Management
Illinois
US$ 480 mi +US$ 10,3 mi +219.728 +2%
Index Fund Advisors
4
Index Fund Advisors
California
US$ 410 mi -US$ 5,11 mi -109.300 -1%
Savant Capital
5
Savant Capital
Illinois
US$ 284 mi +US$ 15,2 mi +325.154 +6%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
US$ 153 mi +US$ 10,5 mi +224.381 +8%
Corient Private Wealth
7
Corient Private Wealth
Florida
US$ 144 mi +US$ 481 mil +10.299 +0,4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
US$ 142 mi +US$ 578 mil +12.361 +0,5%
Focus Partners Advisor Solutions
9
Focus Partners Advisor Solutions
Missouri
US$ 141 mi -US$ 15,2 mi -325.023 -11%
Jackson Thornton Wealth Management
10
Jackson Thornton Wealth Management
Alabama
US$ 132 mi -US$ 3,03 mi -64.846 -3%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
US$ 117 mi -US$ 3,94 mi -84.202 -4%
Trust Company of the South
12
Trust Company of the South
North Carolina
US$ 100 mi +US$ 89,4 mi +1.911.319 Nova
Asset Dedication LLC
13
Asset Dedication LLC
California
US$ 97,9 mi +US$ 132 mil +2.829 +0,2%
Pure Financial Advisors
14
Pure Financial Advisors
California
US$ 92,9 mi +US$ 19,7 mi +421.856 +31%
Willow Creek Wealth Management
15
Willow Creek Wealth Management
California
US$ 91,4 mi +US$ 1,55 mi +33.060 +2%
Plancorp LLC
16
Plancorp LLC
Missouri
US$ 89,6 mi -US$ 466 mil -9.963 -0,6%
RW Investment Management
17
RW Investment Management
Idaho
US$ 89,5 mi +US$ 8,83 mi +188.935 +12%
Truepoint Inc
18
Truepoint Inc
Ohio
US$ 85 mi -US$ 1,72 mi -36.798 -2%
Resource Consulting Group
19
Resource Consulting Group
Florida
US$ 82,3 mi -US$ 584 mil -12.486 -0,8%
Apella Capital
20
Apella Capital
Connecticut
US$ 71,9 mi +US$ 4,4 mi +94.165 +7%
EP Wealth Advisors
21
EP Wealth Advisors
California
US$ 66,1 mi +US$ 2,69 mi +57.569 +5%
Abacus Wealth Partners
22
Abacus Wealth Partners
California
US$ 65,9 mi -US$ 1,21 mi -25.870 -2%
MPM
23
MBB Public Markets
Illinois
US$ 64 mi -US$ 3,66 mi -78.188 -6%
Evanson Asset Management
24
Evanson Asset Management
California
US$ 60,7 mi +US$ 51,7 mil +1.105 +0,1%
Team Hewins
25
Team Hewins
California
US$ 52,7 mi -US$ 410 mil -8.767 -0,9%