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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 1723 M +USD 50.4 M +1,598,446 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 1477 M +USD 82.4 M +2,612,418 +6%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 1204 M -USD 66.8 M -2,116,796 -5%
Buckingham Strategic Wealth
4
Buckingham Strategic Wealth
Missouri
USD 1203 M -USD 14.2 M -451,319 -1%
LPL Financial
5
LPL Financial
California
USD 569 M +USD 7.55 M +239,260 +1%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 425 M +USD 17 M +538,590 +4%
Plancorp LLC
7
Plancorp LLC
Missouri
USD 347 M -USD 7.06 M -223,835 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
USD 319 M -USD 22.3 M -706,793 -7%
Savant Capital
9
Savant Capital
Illinois
USD 315 M +USD 139 M +4,416,364 +83%
Rockwood Wealth Management
10
Rockwood Wealth Management
Pennsylvania
USD 296 M +USD 7.85 M +248,822 +3%
SJS Investment Consulting
11
SJS Investment Consulting
Ohio
USD 292 M +USD 787 k +24,958 +0.3%
Apella Capital
12
Apella Capital
Connecticut
USD 274 M +USD 41.2 M +1,307,261 +18%
Private Ocean
13
Private Ocean
California
USD 243 M +USD 17.5 M +554,356 +8%
Greenspring Advisors
14
Greenspring Advisors
Maryland
USD 238 M +USD 5.42 M +171,881 +2%
Geometric Wealth Advisors
15
Geometric Wealth Advisors
District of Columbia
USD 231 M +USD 14.2 M +449,183 +7%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
USD 209 M +USD 3.12 M +99,017 +2%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 207 M -USD 2.36 M -74,954 -1%
Heritage Financial Services
18
Heritage Financial Services
Massachusetts
USD 198 M +USD 6.49 M +205,801 +3%
Corient Private Wealth
19
Corient Private Wealth
Florida
USD 175 M +USD 1.65 M +52,251 +1%
Modera Wealth Management
20
Modera Wealth Management
New Jersey
USD 169 M -USD 2.04 M -64,680 -1%
Capstone Financial Advisors
21
Capstone Financial Advisors
Illinois
USD 168 M -USD 2.95 M -93,655 -2%
Hill Investment Group Partners
22
Hill Investment Group Partners
Missouri
USD 167 M +USD 2.35 M +74,590 +2%
Pure Financial Advisors
23
Pure Financial Advisors
California
USD 155 M -USD 3.94 M -124,894 -3%
Jackson Thornton Wealth Management
24
Jackson Thornton Wealth Management
Alabama
USD 152 M +USD 7.9 M +250,379 +6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
USD 150 M +USD 3.88 M +122,941 +3%
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