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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 1449 M +USD 92.3 M +3,409,362 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 1194 M +USD 171 M +6,322,262 +18%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 1180 M +USD 26.9 M +994,515 +3%
Buckingham Strategic Wealth
4
Buckingham Strategic Wealth
Missouri
USD 1096 M -USD 2.06 M -76,055 -0.2%
LPL Financial
5
LPL Financial
California
USD 509 M +USD 10.6 M +393,160 +2%
Plancorp LLC
6
Plancorp LLC
Missouri
USD 322 M -USD 1.02 M -37,695 -0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 298 M +USD 1.98 M +73,356 +0.7%
SJS Investment Consulting
8
SJS Investment Consulting
Ohio
USD 261 M +USD 1.39 M +51,437 +0.6%
Rockwood Wealth Management
9
Rockwood Wealth Management
Pennsylvania
USD 253 M -USD 1.78 M -65,839 -0.8%
Private Ocean
10
Private Ocean
California
USD 214 M +USD 29.7 M +1,098,381 +18%
Greenspring Advisors
11
Greenspring Advisors
Maryland
USD 207 M +USD 4.98 M +184,068 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
USD 202 M -USD 4.28 M -158,077 -2%
Focus Partners Advisor Solutions
13
Focus Partners Advisor Solutions
Missouri
USD 187 M -USD 58.1 M -2,146,312 -25%
Geometric Wealth Advisors
14
Geometric Wealth Advisors
District of Columbia
USD 187 M +USD 10.6 M +390,561 +6%
Monograph Wealth Advisors
15
Monograph Wealth Advisors
California
USD 182 M +USD 9.9 M +365,299 +6%
Apella Capital
16
Apella Capital
Connecticut
USD 181 M +USD 75.6 M +2,794,908 +80%
Savant Capital
17
Savant Capital
Illinois
USD 173 M +USD 2.78 M +102,598 +2%
Heritage Financial Services
18
Heritage Financial Services
Massachusetts
USD 163 M +USD 1.28 M +47,248 +0.9%
Capstone Financial Advisors
19
Capstone Financial Advisors
Illinois
USD 155 M +USD 929 k +34,343 +0.7%
Corient Private Wealth
20
Corient Private Wealth
Florida
USD 155 M +USD 2.23 M +82,354 +2%
Modera Wealth Management
21
Modera Wealth Management
New Jersey
USD 152 M +USD 3.15 M +116,445 +2%
Pure Financial Advisors
22
Pure Financial Advisors
California
USD 146 M +USD 2.27 M +84,011 +2%
Hill Investment Group Partners
23
Hill Investment Group Partners
Missouri
USD 145 M +USD 5.86 M +216,397 +5%
McGlone Suttner Wealth Management
24
McGlone Suttner Wealth Management
Wisconsin
USD 134 M +USD 817 k +30,208 +0.7%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
USD 132 M +USD 174 k +6,414 +0.1%
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