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icono de DFAC

U.S. Core Equity 2 Portfolio ETF Class Shares

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Choreo LLC
326
Choreo LLC
Illinois
USD 14.7 M -USD 334 k -7,814 -2%
HWM
327
Hassell Wealth Management
Louisiana
USD 14.6 M -USD 80.3 k -1,876 -0.6%
WP
328
WealthSpring Partners
California
USD 14.5 M +USD 671 k +15,695 +5%
FOR
329
Family Office Research
Maryland
USD 14.2 M -USD 85.8 k -2,006 -0.6%
APFP
330
Action Point Financial Planning
Michigan
USD 14.2 M +USD 2.02 M +47,283 +17%
Aspiriant LLC
331
Aspiriant LLC
California
USD 14.2 M +USD 342 +8 +0%
Triad Wealth Partners
332
Triad Wealth Partners
Kansas
USD 14.1 M +USD 1.8 M +42,100 +16%
Winthrop Advisory Group
333
Winthrop Advisory Group
Massachusetts
USD 14 M -USD 278 k -6,503 -2%
VWM
334
Vigil Wealth Management
Florida
USD 13.9 M +USD 374 k +8,731 +3%
FJWM
335
Ferguson Johnson Wealth Management
Maryland
USD 13.7 M -USD 189 k -4,411 -1%
BlackRock
336
BlackRock
New York
USD 13.6 M +USD 4.11 M +96,010 +46%
Mesirow Financial Investment Management
337
Mesirow Financial Investment Management
Illinois
USD 13.5 M +USD 820 k +19,176 +7%
McLean Asset Management
338
McLean Asset Management
Virginia
USD 13.4 M -USD 183 k -4,284 -1%
CWM
339
Cedar Wealth Management
California
USD 13.4 M – – –
Tortoise Investment Management
340
Tortoise Investment Management
New York
USD 13.3 M +USD 189 k +4,427 +1%
CTWM
341
Cherry Tree Wealth Management
Minnesota
USD 13.3 M -USD 149 k -3,483 -1%
MWM
342
McCartney Wealth Management
Missouri
USD 13.3 M -USD 67.2 k -1,570 -0.5%
CreativeOne Wealth
343
CreativeOne Wealth
Kansas
USD 13 M -USD 2.41 M -56,446 -16%
FFWA
344
Forthright Family Wealth Advisory
Texas
USD 12.9 M +USD 12.5 M +291,271 Nuevas
Great Waters Wealth Management
345
Great Waters Wealth Management
Minnesota
USD 12.9 M -USD 190 k -4,452 -2%
AssuredPartners Investment Advisors
346
AssuredPartners Investment Advisors
Florida
USD 12.8 M +USD 1.63 M +38,178 +15%
Brookstone Capital Management
347
Brookstone Capital Management
Illinois
USD 12.8 M +USD 1.78 M +41,555 +17%
Gemmer Asset Management
348
Gemmer Asset Management
California
USD 12.8 M +USD 220 k +5,136 +2%
MWM
349
Melfa Wealth Management
Massachusetts
USD 12.6 M -USD 1.15 M -26,936 -9%
HA
350
Heffernan Advisory
Arizona
USD 12.5 M +USD 315 k +7,370 +3%