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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
Glassman Wealth Services
126
Glassman Wealth Services
Virginia
USD 72.4 M +USD 2.35 M +54,937 +3%
Foundations Investment Advisors
127
Foundations Investment Advisors
Arizona
USD 70.6 M +USD 3.25 M +76,069 +5%
WAN
128
Wealth Advisors Northwest
Oregon
USD 70.3 M +USD 3.33 M +77,917 +5%
Morton Capital Management
129
Morton Capital Management
California
USD 70.3 M +USD 3.27 M +76,511 +5%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
USD 70.2 M -USD 2.16 M -50,451 -3%
Smartleaf Asset Management
131
Smartleaf Asset Management
Massachusetts
USD 70 M – – –
ACM
132
Aspen Capital Management
Idaho
USD 70 M +USD 3.61 M +84,299 +6%
Perigon Wealth Management
133
Perigon Wealth Management
California
USD 69.7 M +USD 1.51 M +35,247 +2%
BCA
134
Ballentine Capital Advisors
South Carolina
USD 68.3 M -USD 1.13 M -26,331 -2%
Farther Finance Advisors
135
Farther Finance Advisors
California
USD 68 M -USD 2.12 M -49,478 -3%
SCA
136
Strathmore Capital Advisors
North Carolina
USD 67.8 M +USD 3.56 M +83,103 +6%
TWD
137
True Wealth Design
Ohio
USD 66.5 M +USD 4.19 M +97,820 +7%
Forvis Mazars Wealth Advisors
138
Forvis Mazars Wealth Advisors
Missouri
USD 64.1 M -USD 3.22 M -75,274 -5%
CPWM
139
Cypress Point Wealth Management
Texas
USD 63.1 M +USD 1.94 M +45,431 +3%
AC
140
Applied Capital
Arkansas
USD 62.3 M +USD 910 k +21,260 +2%
Brinker Capital Investments
141
Brinker Capital Investments
Pennsylvania
USD 60.3 M -USD 1.28 M -29,945 -2%
EP Wealth Advisors
142
EP Wealth Advisors
California
USD 60.1 M -USD 607 k -14,195 -1%
Northwest Wealth Management
143
Northwest Wealth Management
Iowa
USD 59.8 M +USD 919 k +21,473 +2%
CPA
144
Capital Performance Advisors
California
USD 59.6 M -USD 1.27 M -29,716 -2%
Trust Company of the South
145
Trust Company of the South
North Carolina
USD 57.7 M -USD 47.7 k -1,116 -0.1%
RCI
146
RS Crum Inc
California
USD 57.6 M +USD 481 k +11,235 +0.9%
Quantinno Capital Management
147
Quantinno Capital Management
New York
USD 57.6 M +USD 12.5 M +292,111 +29%
MHB
148
Midwest Heritage Bank
Iowa
USD 56.8 M +USD 196 k +4,588 +0.4%
DFS
149
Demming Financial Services
Ohio
USD 56 M +USD 1.02 M +23,958 +2%
BWMG
150
Bannerman Wealth Management Group
Texas
USD 55.2 M +USD 1.52 M +35,448 +3%