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U.S. Targeted Value Portfolio ETF Class Shares
DFAT
DFAT
67.27
USD
-0.29
0.43%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
67.72
+0.45
0.67%
1 day
-0.43%
5 days
-0.25%
1 month
-4.41%
3 months
-2.82%
6 months
3.52%
Year to date
12.06%
1 year
16.75%
5 years
47.98%
10 years
47.01%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 376 |
SFP
376
Sterling Financial Planning
Sparta,
New Jersey
| – | -$153K | -3,435 | Closed |
|
| 377 |
RTL
377
Red Tortoise LLC
Atlanta,
Georgia
| – | -$128K | -3,289 | Closed |
|
| 378 |
LWM
378
Liberty Wealth Management
Oakland,
California
| – | -$84K | -1,892 | Closed |
|
| 379 |
JCM
379
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$22K | -501 | Closed |
|
| 380 |
GRP
380
Global Retirement Partners
San Rafael,
California
| – | -$22K | -490 | Closed |
|
| 381 |
CPWM
381
Cypress Point Wealth Management
Dallas,
Texas
| – | -$20K | -448 | Closed |
|
| 382 |
CWP
382
Concord Wealth Partners
Abingdon,
Virginia
| – | +$235 | +5 | New |
|