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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 |
|
|---|---|---|---|---|---|---|
| 626 |
CWP
626
Concord Wealth Partners
Abingdon,
Virginia
| – | -$108K | -2,073 | Closed |
|
| 627 |
MFA
627
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$97K | -1,850 | Closed |
|
| 628 |
TWM
628
Tradition Wealth Management
Edina,
Minnesota
| – | -$50K | -947 | Closed |
|
| 629 |
RCM
629
Richardson Capital Management
Menomonee Falls,
Wisconsin
| – | -$22K | -420 | Closed |
|
| 630 |
JFA
630
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$10.5K | -200 | Closed |
|
| 631 |
IHWM
631
Iron Horse Wealth Management
Johston,
Iowa
| – | -$4.4K | -84 | Closed |
|
| 632 |
AWM
632
Able Wealth Management
Toms River,
New Jersey
| – | -$4.13K | -79 | Closed |
|
| 633 |
NRG
633
Nemes Rush Group
Novi,
Michigan
| – | -$367 | -7 | Closed |
|