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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$ 783 mi -US$ 4,12 mi -72.019 -0,5%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
US$ 678 mi -US$ 2,04 mi -35.736 -0,3%
Forum Financial Management
3
Forum Financial Management
Illinois
US$ 498 mi +US$ 9,24 mi +161.583 +2%
Index Fund Advisors
4
Index Fund Advisors
California
US$ 401 mi -US$ 9,9 mi -173.233 -2%
Savant Capital
5
Savant Capital
Illinois
US$ 286 mi -US$ 3,33 mi -58.140 -1%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
US$ 268 mi +US$ 70,6 mi +1.234.171 +34%
Pure Financial Advisors
7
Pure Financial Advisors
California
US$ 224 mi +US$ 26,2 mi +458.509 +13%
Jackson Thornton Wealth Management
8
Jackson Thornton Wealth Management
Alabama
US$ 164 mi +US$ 5,45 mi +95.256 +3%
Corient Private Wealth
9
Corient Private Wealth
Florida
US$ 153 mi -US$ 571 mil -9.973 -0,4%
Asset Dedication LLC
10
Asset Dedication LLC
California
US$ 127 mi +US$ 5,22 mi +91.246 +4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
US$ 126 mi -US$ 4,41 mi -77.109 -3%
EP Wealth Advisors
12
EP Wealth Advisors
California
US$ 124 mi +US$ 21,9 mi +382.653 +21%
HighTower Advisors
13
HighTower Advisors
Illinois
US$ 114 mi -US$ 12,9 mil -226 -0%
Willow Creek Wealth Management
14
Willow Creek Wealth Management
California
US$ 109 mi +US$ 7,25 mi +126.778 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
US$ 108 mi -US$ 6,58 mi -115.015 -6%
Trust Company of the South
16
Trust Company of the South
North Carolina
US$ 101 mi -US$ 1,13 mi -19.749 -1%
RW Investment Management
17
RW Investment Management
Idaho
US$ 96,1 mi -US$ 9,44 mi -164.998 -9%
Apella Capital
18
Apella Capital
Connecticut
US$ 93,4 mi -US$ 4,37 mi -76.403 -4%
Plancorp LLC
19
Plancorp LLC
Missouri
US$ 89,6 mi -US$ 1,45 mi -25.373 -2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
US$ 83,8 mi -US$ 42,6 mi -744.667 -33%
Truepoint Inc
21
Truepoint Inc
Ohio
US$ 81,8 mi -US$ 875 mil -15.299 -1%
Abacus Wealth Partners
22
Abacus Wealth Partners
California
US$ 73,6 mi +US$ 7,58 mi +132.428 +11%
Raymond James Financial
23
Raymond James Financial
Florida
US$ 69,2 mi +US$ 71,2 mi +1.243.769 Nova
Great Oak Capital Partners
24
Great Oak Capital Partners
Massachusetts
US$ 67 mi +US$ 501 mil +8.765 +0,7%
Evanson Asset Management
25
Evanson Asset Management
California
US$ 61,6 mi -US$ 255 mil -4.463 -0,4%
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