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icono de DFAC

U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Buckingham Strategic Wealth
1
Buckingham Strategic Wealth
Missouri
USD 935 M -USD 5.15 M -188,143 -0.6%
Forum Financial Management
2
Forum Financial Management
Illinois
USD 777 M +USD 84.9 M +3,102,524 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 442 M +USD 20.5 M +747,011 +5%
Plancorp LLC
4
Plancorp LLC
Missouri
USD 318 M +USD 1.72 M +62,679 +0.5%
SJS Investment Consulting
5
SJS Investment Consulting
Ohio
USD 198 M +USD 944 k +34,470 +0.5%
HighTower Advisors
6
HighTower Advisors
Illinois
USD 190 M +USD 504 k +18,413 +0.3%
Greenspring Advisors
7
Greenspring Advisors
Maryland
USD 186 M +USD 1.17 M +42,565 +0.6%
Focus Partners Advisor Solutions
8
Focus Partners Advisor Solutions
Missouri
USD 172 M +USD 44.3 M +1,618,409 +35%
Rockwood Wealth Management
9
Rockwood Wealth Management
Pennsylvania
USD 147 M +USD 12.3 M +448,570 +9%
Savant Capital
10
Savant Capital
Illinois
USD 139 M -USD 1.89 M -69,208 -1%
Private Ocean
11
Private Ocean
California
USD 138 M -USD 1.5 M -54,769 -1%
TFO Wealth Partners
12
TFO Wealth Partners
Ohio
USD 137 M -USD 1.95 M -71,332 -1%
Capstone Financial Advisors
13
Capstone Financial Advisors
Illinois
USD 130 M +USD 3.45 M +126,172 +3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
USD 130 M -USD 2.73 M -99,773 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 125 M +USD 31.5 M +1,149,468 +34%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
USD 121 M +USD 11.9 M +436,382 +11%
Jackson Thornton Wealth Management
17
Jackson Thornton Wealth Management
Alabama
USD 120 M +USD 1.78 M +65,166 +2%
Austin Asset Management
18
Austin Asset Management
Texas
USD 117 M -USD 1.26 M -46,130 -1%
Pure Financial Advisors
19
Pure Financial Advisors
California
USD 116 M -USD 4.21 M -153,633 -4%
Cardiff Park Advisors
20
Cardiff Park Advisors
California
USD 111 M -USD 2.51 M -91,760 -2%
Evanson Asset Management
21
Evanson Asset Management
California
USD 99.3 M -USD 9.7 M -355,876 -9%
Meridian Wealth Partners
22
Meridian Wealth Partners
Pennsylvania
USD 92.2 M +USD 317 k +11,572 +0.3%
Triune Financial Partners
23
Triune Financial Partners
Kansas
USD 86.5 M +USD 408 k +14,911 +0.5%
Warwick Investment Management
24
Warwick Investment Management
Texas
USD 77.1 M -USD 519 k -18,950 -0.7%
CLA (CliftonLarsonAllen) Wealth Advisors
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 76.9 M -USD 2.32 M -84,837 -3%
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