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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 1209 M +USD 122 M +4,455,197 +11%
Forum Financial Management
2
Forum Financial Management
Illinois
USD 1032 M +USD 6.14 M +225,134 +0.6%
Buckingham Strategic Wealth
3
Buckingham Strategic Wealth
Missouri
USD 984 M +USD 9.6 M +350,032 +0.9%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
USD 904 M +USD 159 M +5,808,548 +20%
LPL Financial
5
LPL Financial
California
USD 446 M -USD 23.2 M -849,766 -5%
Plancorp LLC
6
Plancorp LLC
Missouri
USD 290 M -USD 2.85 M -104,484 -0.9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 265 M +USD 8.66 M +317,304 +3%
SJS Investment Consulting
8
SJS Investment Consulting
Ohio
USD 232 M +USD 10 M +366,999 +4%
Rockwood Wealth Management
9
Rockwood Wealth Management
Pennsylvania
USD 228 M +USD 11.2 M +409,079 +5%
Focus Partners Advisor Solutions
10
Focus Partners Advisor Solutions
Missouri
USD 224 M +USD 44.5 M +1,631,326 +24%
Strategic Investment Solutions
11
Strategic Investment Solutions
Illinois
USD 188 M +USD 186 M +6,804,044 +8,442%
HighTower Advisors
12
HighTower Advisors
Illinois
USD 185 M -USD 2.23 M -81,543 -1%
Greenspring Advisors
13
Greenspring Advisors
Maryland
USD 181 M +USD 1.58 M +57,904 +0.8%
Private Ocean
14
Private Ocean
California
USD 163 M +USD 16.2 M +593,816 +11%
Geometric Wealth Advisors
15
Geometric Wealth Advisors
District of Columbia
USD 158 M +USD 3.96 M +145,193 +2%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
USD 153 M +USD 3.09 M +113,263 +2%
Savant Capital
17
Savant Capital
Illinois
USD 153 M +USD 2.7 M +98,838 +2%
Heritage Financial Services
18
Heritage Financial Services
Massachusetts
USD 145 M +USD 7.54 M +276,279 +5%
Capstone Financial Advisors
19
Capstone Financial Advisors
Illinois
USD 138 M -USD 1.34 M -49,008 -0.9%
Corient Private Wealth
20
Corient Private Wealth
Florida
USD 136 M +USD 3.83 M +140,255 +3%
Modera Wealth Management
21
Modera Wealth Management
New Jersey
USD 134 M -USD 2.77 M -101,606 -2%
Pure Financial Advisors
22
Pure Financial Advisors
California
USD 129 M +USD 2.63 M +96,448 +2%
Hill Investment Group Partners
23
Hill Investment Group Partners
Missouri
USD 124 M +USD 11.4 M +419,430 +10%
TFO Wealth Partners
24
TFO Wealth Partners
Ohio
USD 123 M -USD 14.5 k -533 -0%
McGlone Suttner Wealth Management
25
McGlone Suttner Wealth Management
Wisconsin
USD 120 M +USD 4.91 M +180,023 +4%
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