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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$ 739 mi +US$ 29,1 mi +555.638 +4%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
US$ 645 mi -US$ 11 mi -209.119 -2%
Forum Financial Management
3
Forum Financial Management
Illinois
US$ 448 mi -US$ 24 mi -457.112 -5%
Index Fund Advisors
4
Index Fund Advisors
California
US$ 389 mi -US$ 11,8 mi -225.118 -3%
Savant Capital
5
Savant Capital
Illinois
US$ 251 mi +US$ 1,55 mi +29.571 +0,6%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
US$ 192 mi -US$ 2,14 mi -40.749 -1%
Corient Private Wealth
7
Corient Private Wealth
Florida
US$ 144 mi +US$ 651 mil +12.407 +0,4%
Pure Financial Advisors
8
Pure Financial Advisors
California
US$ 143 mi +US$ 36,6 mi +698.381 +34%
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
US$ 142 mi +US$ 8,84 mi +168.457 +7%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
US$ 137 mi -US$ 10,3 mi -197.009 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
US$ 124 mi -US$ 16,8 mi -319.376 -12%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
US$ 122 mi +US$ 3,01 mi +57.397 +3%
Asset Dedication LLC
13
Asset Dedication LLC
California
US$ 109 mi +US$ 6,49 mi +123.690 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
US$ 107 mi +US$ 1,52 mi +28.886 +1%
RW Investment Management
15
RW Investment Management
Idaho
US$ 98 mi +US$ 3,79 mi +72.224 +4%
Trust Company of the South
16
Trust Company of the South
North Carolina
US$ 95,5 mi -US$ 1,27 mi -24.286 -1%
Willow Creek Wealth Management
17
Willow Creek Wealth Management
California
US$ 93,7 mi +US$ 1,69 mi +32.228 +2%
Plancorp LLC
18
Plancorp LLC
Missouri
US$ 86 mi -US$ 667 mil -12.717 -0,8%
Apella Capital
19
Apella Capital
Connecticut
US$ 84 mi +US$ 10,2 mi +193.519 +13%
EP Wealth Advisors
20
EP Wealth Advisors
California
US$ 80,9 mi +US$ 12,7 mi +242.751 +18%
Truepoint Inc
21
Truepoint Inc
Ohio
US$ 77,5 mi -US$ 4,18 mi -79.636 -5%
Abacus Wealth Partners
22
Abacus Wealth Partners
California
US$ 62,9 mi -US$ 698 mil -13.309 -1%
Great Oak Capital Partners
23
Great Oak Capital Partners
Massachusetts
US$ 62 mi +US$ 7,18 mi +136.838 +13%
Evanson Asset Management
24
Evanson Asset Management
California
US$ 58,7 mi -US$ 694 mil -13.233 -1%
Team Hewins
25
Team Hewins
California
US$ 51,7 mi -US$ 468 mil -8.926 -0,9%
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