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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$ 816 mi -US$ 11,6 mi -199.390 -1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
US$ 791 mi +US$ 2,38 mi +40.703 +0,3%
Forum Financial Management
3
Forum Financial Management
Illinois
US$ 608 mi +US$ 26,5 mi +454.334 +5%
Index Fund Advisors
4
Index Fund Advisors
California
US$ 384 mi -US$ 4,54 mi -77.874 -1%
Pure Financial Advisors
5
Pure Financial Advisors
California
US$ 317 mi +US$ 21,7 mi +371.114 +7%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
US$ 315 mi +US$ 53,7 mi +919.456 +21%
Savant Capital
7
Savant Capital
Illinois
US$ 288 mi +US$ 2,06 mi +35.221 +0,7%
EP Wealth Advisors
8
EP Wealth Advisors
California
US$ 249 mi +US$ 244 mi +4.183.471 Nova
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
US$ 175 mi -US$ 121 mil -2.072 -0,1%
Corient Private Wealth
10
Corient Private Wealth
Florida
US$ 162 mi +US$ 107 mi +1.841.154 +209%
Asset Dedication LLC
11
Asset Dedication LLC
California
US$ 155 mi +US$ 5,08 mi +87.070 +3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
US$ 124 mi -US$ 5,87 mi -100.520 -5%
HighTower Advisors
13
HighTower Advisors
Illinois
US$ 110 mi -US$ 1,29 mi -22.024 -1%
Trust Company of the South
14
Trust Company of the South
North Carolina
US$ 108 mi +US$ 2,43 mi +41.665 +2%
Raymond James Financial
15
Raymond James Financial
Florida
US$ 106 mi +US$ 5,39 mi +92.290 +5%
Apella Capital
16
Apella Capital
Connecticut
US$ 98,2 mi -US$ 369 mil -6.330 -0,4%
Truepoint Inc
17
Truepoint Inc
Ohio
US$ 89,6 mi -US$ 1,13 mi -19.354 -1%
CPA
18
Capital Performance Advisors
California
US$ 86,8 mi +US$ 41,5 mi +710.659 +95%
Plancorp LLC
19
Plancorp LLC
Missouri
US$ 85,7 mi -US$ 2,41 mi -41.221 -3%
Smartleaf Asset Management
20
Smartleaf Asset Management
Massachusetts
US$ 85,4 mi +US$ 81,9 mi +1.403.940 +8.960%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
US$ 84,8 mi -US$ 3,39 mi -58.151 -4%
Great Oak Capital Partners
22
Great Oak Capital Partners
Massachusetts
US$ 83,9 mi +US$ 427 mil +7.326 +0,5%
Abacus Wealth Partners
23
Abacus Wealth Partners
California
US$ 81,4 mi -US$ 4,36 mi -74.787 -5%
Sequoia Financial Advisors
24
Sequoia Financial Advisors
Ohio
US$ 79,8 mi +US$ 2,6 mi +44.552 +3%
Bank of America
25
Bank of America
North Carolina
US$ 77,7 mi +US$ 5,09 mi +87.253 +7%
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