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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$ 718 mi -US$ 6,95 mi -126.349 -0,9%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
US$ 669 mi +US$ 43,9 mi +796.900 +7%
Forum Financial Management
3
Forum Financial Management
Illinois
US$ 457 mi -US$ 3,74 mi -67.926 -0,8%
Index Fund Advisors
4
Index Fund Advisors
California
US$ 325 mi -US$ 48,6 mi -884.000 -12%
Focus Partners Advisor Solutions
5
Focus Partners Advisor Solutions
Missouri
US$ 253 mi +US$ 5,23 mi +95.097 +2%
Savant Capital
6
Savant Capital
Illinois
US$ 251 mi -US$ 13,9 mi -253.486 -5%
Pure Financial Advisors
7
Pure Financial Advisors
California
US$ 220 mi +US$ 13,9 mi +252.973 +6%
EP Wealth Advisors
8
EP Wealth Advisors
California
US$ 155 mi +US$ 43,2 mi +784.895 +35%
Corient Private Wealth
9
Corient Private Wealth
Florida
US$ 147 mi +US$ 4,86 mi +88.274 +3%
Jackson Thornton Wealth Management
10
Jackson Thornton Wealth Management
Alabama
US$ 136 mi -US$ 4,15 mi -75.465 -3%
Asset Dedication LLC
11
Asset Dedication LLC
California
US$ 119 mi +US$ 1,13 mi +20.455 +0,9%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
US$ 111 mi -US$ 5,86 mi -106.430 -5%
Willow Creek Wealth Management
13
Willow Creek Wealth Management
California
US$ 105 mi +US$ 4,23 mi +76.930 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
US$ 102 mi -US$ 2,95 mi -53.691 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
US$ 98,2 mi -US$ 1,99 mi -36.198 -2%
Trust Company of the South
16
Trust Company of the South
North Carolina
US$ 91,4 mi -US$ 1,8 mi -32.768 -2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
US$ 89,6 mi +US$ 12,9 mi +234.014 +16%
RW Investment Management
18
RW Investment Management
Idaho
US$ 85,4 mi -US$ 3,78 mi -68.722 -4%
Plancorp LLC
19
Plancorp LLC
Missouri
US$ 82,3 mi -US$ 621 mil -11.278 -0,7%
Apella Capital
20
Apella Capital
Connecticut
US$ 79,6 mi -US$ 2,19 mi -39.778 -2%
Truepoint Inc
21
Truepoint Inc
Ohio
US$ 75,2 mi -US$ 489 mil -8.878 -0,6%
Raymond James Financial
22
Raymond James Financial
Florida
US$ 72,7 mi +US$ 9,23 mi +167.815 +13%
Abacus Wealth Partners
23
Abacus Wealth Partners
California
US$ 68 mi -US$ 102 mil -1.846 -0,1%
Great Oak Capital Partners
24
Great Oak Capital Partners
Massachusetts
US$ 67 mi – – –
LPL Financial
25
LPL Financial
California
US$ 58,4 mi +US$ 8,24 mi +149.665 +15%
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