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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
USD 1132 M +USD 342 M +13,257,874 +47%
Forum Financial Management
2
Forum Financial Management
Illinois
USD 1063 M +USD 131 M +5,099,553 +15%
Buckingham Strategic Wealth
3
Buckingham Strategic Wealth
Missouri
USD 1011 M +USD 45.9 M +1,779,453 +5%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
USD 779 M +USD 345 M +13,398,393 +88%
LPL Financial
5
LPL Financial
California
USD 485 M +USD 28.3 M +1,097,212 +7%
Plancorp LLC
6
Plancorp LLC
Missouri
USD 303 M -USD 164 k -6,378 -0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 266 M +USD 32.6 M +1,265,850 +15%
SJS Investment Consulting
8
SJS Investment Consulting
Ohio
USD 231 M +USD 5.23 M +202,814 +2%
Rockwood Wealth Management
9
Rockwood Wealth Management
Pennsylvania
USD 225 M +USD 17.2 M +668,134 +9%
HighTower Advisors
10
HighTower Advisors
Illinois
USD 194 M -USD 8.79 M -341,080 -5%
Focus Partners Advisor Solutions
11
Focus Partners Advisor Solutions
Missouri
USD 188 M -USD 7.51 M -291,450 -4%
Greenspring Advisors
12
Greenspring Advisors
Maryland
USD 186 M -USD 24.2 M -939,799 -12%
Geometric Wealth Advisors
13
Geometric Wealth Advisors
District of Columbia
USD 162 M +USD 7.19 M +278,788 +5%
Monograph Wealth Advisors
14
Monograph Wealth Advisors
California
USD 156 M +USD 7.22 M +280,026 +5%
Savant Capital
15
Savant Capital
Illinois
USD 155 M +USD 9.43 M +365,823 +7%
Private Ocean
16
Private Ocean
California
USD 153 M +USD 14.6 M +566,324 +11%
Capstone Financial Advisors
17
Capstone Financial Advisors
Illinois
USD 144 M +USD 1.22 M +47,360 +0.9%
Heritage Financial Services
18
Heritage Financial Services
Massachusetts
USD 142 M +USD 8.02 M +311,156 +6%
Modera Wealth Management
19
Modera Wealth Management
New Jersey
USD 141 M +USD 15.4 M +597,457 +13%
Corient Private Wealth
20
Corient Private Wealth
Florida
USD 137 M +USD 3.11 M +120,728 +2%
Pure Financial Advisors
21
Pure Financial Advisors
California
USD 131 M +USD 2.96 M +115,005 +2%
Jackson Thornton Wealth Management
22
Jackson Thornton Wealth Management
Alabama
USD 127 M +USD 2.68 M +104,038 +2%
TFO Wealth Partners
23
TFO Wealth Partners
Ohio
USD 123 M -USD 795 k -30,852 -0.7%
McGlone Suttner Wealth Management
24
McGlone Suttner Wealth Management
Wisconsin
USD 119 M +USD 9.17 M +355,946 +9%
Hill Investment Group Partners
25
Hill Investment Group Partners
Missouri
USD 118 M +USD 8.92 M +346,080 +9%
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