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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$ 844 mi -US$ 11,8 mi -186.197 -1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
US$ 822 mi -US$ 8,89 mi -140.019 -1%
Forum Financial Management
3
Forum Financial Management
Illinois
US$ 646 mi +US$ 9,03 mi +142.102 +1%
Index Fund Advisors
4
Index Fund Advisors
California
US$ 399 mi -US$ 3,74 mi -58.833 -0,9%
Focus Partners Advisor Solutions
5
Focus Partners Advisor Solutions
Missouri
US$ 357 mi +US$ 26,8 mi +421.317 +8%
Pure Financial Advisors
6
Pure Financial Advisors
California
US$ 345 mi +US$ 11,9 mi +186.835 +4%
Savant Capital
7
Savant Capital
Illinois
US$ 299 mi -US$ 2,99 mi -47.131 -1%
EP Wealth Advisors
8
EP Wealth Advisors
California
US$ 269 mi +US$ 7,47 mi +117.544 +3%
Jackson Thornton Wealth Management
9
Jackson Thornton Wealth Management
Alabama
US$ 184 mi +US$ 400 mil +6.295 +0,2%
Corient Private Wealth
10
Corient Private Wealth
Florida
US$ 165 mi -US$ 5,02 mi -79.034 -3%
Asset Dedication LLC
11
Asset Dedication LLC
California
US$ 159 mi -US$ 3,8 mi -59.908 -2%
Apella Capital
12
Apella Capital
Connecticut
US$ 141 mi +US$ 30,7 mi +483.687 +29%
Raymond James Financial
13
Raymond James Financial
Florida
US$ 128 mi +US$ 17,1 mi +269.872 +15%
HighTower Advisors
14
HighTower Advisors
Illinois
US$ 112 mi -US$ 3,06 mi -48.119 -3%
Trust Company of the South
15
Trust Company of the South
North Carolina
US$ 112 mi -US$ 1,92 mi -30.248 -2%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
US$ 97 mi +US$ 8,17 mi +128.599 +9%
Bank of America
17
Bank of America
North Carolina
US$ 95,6 mi +US$ 14,3 mi +225.621 +17%
CPA
18
Capital Performance Advisors
California
US$ 93,4 mi +US$ 2,39 mi +37.651 +3%
Great Oak Capital Partners
19
Great Oak Capital Partners
Massachusetts
US$ 92,7 mi +US$ 2,2 mi +34.647 +2%
Truepoint Inc
20
Truepoint Inc
Ohio
US$ 92,5 mi -US$ 1,49 mi -23.499 -2%
Smartleaf Asset Management
21
Smartleaf Asset Management
Massachusetts
US$ 91,3 mi +US$ 4,59 mi +72.313 +5%
Plancorp LLC
22
Plancorp LLC
Missouri
US$ 90,1 mi -US$ 2,87 mi -45.267 -3%
Sequoia Financial Advisors
23
Sequoia Financial Advisors
Ohio
US$ 85,8 mi +US$ 2,12 mi +33.366 +2%
Abacus Wealth Partners
24
Abacus Wealth Partners
California
US$ 84,8 mi -US$ 620 mil -9.762 -0,7%
LPL Financial
25
LPL Financial
California
US$ 75,6 mi -US$ 3,22 mi -50.649 -4%
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