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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$ 761 mi +US$ 7,65 mi +150.227 +1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
US$ 688 mi -US$ 11,5 mi -226.746 -2%
Forum Financial Management
3
Forum Financial Management
Illinois
US$ 505 mi +US$ 24,3 mi +476.529 +5%
Index Fund Advisors
4
Index Fund Advisors
California
US$ 333 mi -US$ 7,17 mi -140.867 -2%
Focus Partners Advisor Solutions
5
Focus Partners Advisor Solutions
Missouri
US$ 262 mi -US$ 2,83 mi -55.536 -1%
Savant Capital
6
Savant Capital
Illinois
US$ 258 mi -US$ 4,6 mi -90.315 -2%
Pure Financial Advisors
7
Pure Financial Advisors
California
US$ 248 mi +US$ 16,9 mi +331.821 +8%
EP Wealth Advisors
8
EP Wealth Advisors
California
US$ 176 mi +US$ 12,9 mi +253.917 +8%
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
US$ 160 mi -US$ 1,06 mi -20.834 -0,7%
Asset Dedication LLC
10
Asset Dedication LLC
California
US$ 129 mi +US$ 4,64 mi +91.093 +4%
Corient Private Wealth
11
Corient Private Wealth
Florida
US$ 123 mi -US$ 29,5 mi -579.773 -20%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
US$ 122 mi +US$ 292 mil +5.739 +0,3%
Willow Creek Wealth Management
13
Willow Creek Wealth Management
California
US$ 113 mi +US$ 3,54 mi +69.450 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
US$ 102 mi -US$ 4,78 mi -93.901 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
US$ 102 mi -US$ 608 mil -11.931 -0,6%
Trust Company of the South
16
Trust Company of the South
North Carolina
US$ 96,9 mi +US$ 1,03 mi +20.307 +1%
Apella Capital
17
Apella Capital
Connecticut
US$ 92 mi +US$ 994 mil +19.511 +1%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
US$ 89,7 mi -US$ 3,93 mi -77.121 -4%
RW Investment Management
19
RW Investment Management
Idaho
US$ 88,9 mi -US$ 537 mil -10.543 -0,6%
Raymond James Financial
20
Raymond James Financial
Florida
US$ 83,8 mi +US$ 7,21 mi +141.640 +10%
Plancorp LLC
21
Plancorp LLC
Missouri
US$ 82,9 mi -US$ 3,18 mi -62.447 -4%
Truepoint Inc
22
Truepoint Inc
Ohio
US$ 82,8 mi +US$ 3,76 mi +73.811 +5%
Abacus Wealth Partners
23
Abacus Wealth Partners
California
US$ 79,4 mi +US$ 7,74 mi +151.942 +12%
Great Oak Capital Partners
24
Great Oak Capital Partners
Massachusetts
US$ 75 mi +US$ 6,35 mi +124.642 +10%
Sequoia Financial Advisors
25
Sequoia Financial Advisors
Ohio
US$ 68,1 mi +US$ 12,6 mi +246.921 +24%
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