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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 861 M +USD 26 M +1,067,107 +3%
Forum Financial Management
2
Forum Financial Management
Illinois
USD 789 M +USD 23.1 M +947,671 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 538 M +USD 150 M +6,169,030 +39%
LPL Financial
4
LPL Financial
California
USD 388 M +USD 6.88 M +282,668 +2%
Plancorp LLC
5
Plancorp LLC
Missouri
USD 272 M -USD 6.92 M -284,363 -2%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
USD 250 M +USD 119 M +4,893,013 +90%
SJS Investment Consulting
7
SJS Investment Consulting
Ohio
USD 197 M +USD 11.5 M +471,877 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
USD 186 M +USD 25.2 M +1,035,189 +16%
Rockwood Wealth Management
9
Rockwood Wealth Management
Pennsylvania
USD 163 M +USD 21.6 M +886,584 +15%
Greenspring Advisors
10
Greenspring Advisors
Maryland
USD 160 M -USD 3.75 M -153,998 -2%
HighTower Advisors
11
HighTower Advisors
Illinois
USD 154 M -USD 1.26 M -51,736 -0.8%
Focus Partners Advisor Solutions
12
Focus Partners Advisor Solutions
Missouri
USD 150 M -USD 123 M -5,058,100 -45%
Private Ocean
13
Private Ocean
California
USD 131 M +USD 14.3 M +588,293 +12%
Monograph Wealth Advisors
14
Monograph Wealth Advisors
California
USD 131 M +USD 20.5 M +842,678 +19%
Savant Capital
15
Savant Capital
Illinois
USD 126 M +USD 8.15 M +335,165 +7%
Capstone Financial Advisors
16
Capstone Financial Advisors
Illinois
USD 126 M +USD 2.19 M +90,164 +2%
Geometric Wealth Advisors
17
Geometric Wealth Advisors
District of Columbia
USD 123 M +USD 5.39 M +221,681 +5%
Modera Wealth Management
18
Modera Wealth Management
New Jersey
USD 111 M +USD 69.2 M +2,845,151 +164%
Pure Financial Advisors
19
Pure Financial Advisors
California
USD 110 M +USD 4.63 M +190,183 +4%
Jackson Thornton Wealth Management
20
Jackson Thornton Wealth Management
Alabama
USD 110 M +USD 3.76 M +154,398 +4%
Cardiff Park Advisors
21
Cardiff Park Advisors
California
USD 107 M +USD 8.44 M +347,036 +9%
Corient Private Wealth
22
Corient Private Wealth
Florida
USD 106 M +USD 106 M +4,372,186 Nuevas
Baird Financial Group
23
Baird Financial Group
Wisconsin
USD 101 M +USD 43.5 M +1,787,634 +76%
Heritage Financial Services
24
Heritage Financial Services
Massachusetts
USD 98.2 M +USD 16.6 M +680,595 +20%
Austin Asset Management
25
Austin Asset Management
Texas
USD 96.1 M – – –
1
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