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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 765 M +USD 4.02 M +163,750 +0.5%
Forum Financial Management
2
Forum Financial Management
Illinois
USD 702 M +USD 33 M +1,342,297 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 356 M +USD 7.79 M +317,458 +2%
LPL Financial
4
LPL Financial
California
USD 349 M +USD 18.6 M +755,636 +5%
Plancorp LLC
5
Plancorp LLC
Missouri
USD 255 M +USD 529 k +21,535 +0.2%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 250 M +USD 115 M +4,666,734 +71%
SJS Investment Consulting
7
SJS Investment Consulting
Ohio
USD 170 M +USD 188 M +7,647,232 Nuevas
Greenspring Advisors
8
Greenspring Advisors
Maryland
USD 150 M +USD 224 k +9,118 +0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 148 M +USD 16.4 M +668,745 +11%
HighTower Advisors
10
HighTower Advisors
Illinois
USD 142 M -USD 5.14 M -209,494 -3%
Rockwood Wealth Management
11
Rockwood Wealth Management
Pennsylvania
USD 130 M +USD 4.59 M +186,974 +3%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
USD 120 M +USD 17 M +693,033 +15%
Capstone Financial Advisors
13
Capstone Financial Advisors
Illinois
USD 114 M +USD 22.6 M +919,823 +22%
Savant Capital
14
Savant Capital
Illinois
USD 108 M -USD 2.25 M -91,728 -2%
Geometric Wealth Advisors
15
Geometric Wealth Advisors
District of Columbia
USD 107 M +USD 25.6 M +1,040,985 +28%
Private Ocean
16
Private Ocean
California
USD 107 M +USD 2.09 M +84,983 +2%
TFO Wealth Partners
17
TFO Wealth Partners
Ohio
USD 103 M -USD 1.95 M -79,318 -2%
Monograph Wealth Advisors
18
Monograph Wealth Advisors
California
USD 101 M +USD 4.1 M +166,830 +4%
Jackson Thornton Wealth Management
19
Jackson Thornton Wealth Management
Alabama
USD 97.5 M +USD 2.04 M +83,109 +2%
Pure Financial Advisors
20
Pure Financial Advisors
California
USD 96.8 M +USD 3.86 M +157,294 +4%
Austin Asset Management
21
Austin Asset Management
Texas
USD 96.1 M +USD 1.01 M +41,171 +1%
Cardiff Park Advisors
22
Cardiff Park Advisors
California
USD 90.3 M -USD 1.32 M -53,737 -1%
Evanson Asset Management
23
Evanson Asset Management
California
USD 83 M +USD 333 k +13,558 +0.4%
Cerity Partners
24
Cerity Partners
New York
USD 79 M +USD 83.7 M +3,411,219 +2,425%
Heritage Financial Services
25
Heritage Financial Services
Massachusetts
USD 74.8 M +USD 7.61 M +310,075 +10%
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