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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
Buckingham Strategic Wealth
1
Buckingham Strategic Wealth
Missouri
USD 907 M +USD 36.8 M +1,352,940 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 420 M -USD 7.57 M -278,786 -2%
LPL Financial
3
LPL Financial
California
USD 361 M +USD 9.9 M +363,481 +3%
Plancorp LLC
4
Plancorp LLC
Missouri
USD 305 M -USD 1.03 M -37,995 -0.3%
HighTower Advisors
5
HighTower Advisors
Illinois
USD 183 M -USD 2.68 M -98,503 -1%
Private Ocean
6
Private Ocean
California
USD 142 M -USD 6.56 M -241,511 -4%
Savant Capital
7
Savant Capital
Illinois
USD 138 M -USD 1.89 M -69,673 -1%
TFO Wealth Partners
8
TFO Wealth Partners
Ohio
USD 135 M -USD 844 k -31,064 -0.6%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
USD 130 M -USD 1.14 M -41,933 -0.8%
Capstone Financial Advisors
10
Capstone Financial Advisors
Illinois
USD 117 M +USD 8.64 M +318,008 +8%
Evanson Asset Management
11
Evanson Asset Management
California
USD 114 M +USD 1.53 M +56,144 +1%
Pure Financial Advisors
12
Pure Financial Advisors
California
USD 114 M +USD 1.65 M +60,559 +1%
Meridian Wealth Partners
13
Meridian Wealth Partners
Pennsylvania
USD 88.1 M -USD 1.13 M -41,421 -1%
Comerica Bank
14
Comerica Bank
Texas
USD 85.8 M -USD 1.31 M -48,080 -2%
Merriman Wealth Management
15
Merriman Wealth Management
Washington
USD 78.3 M -USD 2.42 M -88,978 -3%
CLA (CliftonLarsonAllen) Wealth Advisors
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 77.7 M +USD 470 k +17,286 +0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 68.5 M -USD 14.7 M -541,978 -17%
Apella Capital
18
Apella Capital
Connecticut
USD 65.7 M +USD 370 k +13,633 +0.6%
JFS Wealth Advisors
19
JFS Wealth Advisors
Pennsylvania
USD 62.7 M +USD 2.97 M +109,147 +5%
Adero Partners
20
Adero Partners
California
USD 59.4 M -USD 908 k -33,417 -1%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 57.1 M +USD 5.37 M +197,676 +10%
Waypoint Wealth Partners
22
Waypoint Wealth Partners
California
USD 56 M -USD 282 k -10,379 -0.5%
AssetMark Inc
23
AssetMark Inc
California
USD 55.9 M +USD 3.02 M +111,092 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
USD 55.7 M -USD 46.3 M -1,704,178 -45%
Osaic Holdings
25
Osaic Holdings
Arizona
USD 52.8 M -USD 12.6 M -464,338 -19%