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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 1940 M +USD 104 M +3,156,446 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 1704 M +USD 80.3 M +2,429,959 +5%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
USD 1328 M +USD 1257 M +38,066,458 +5,858%
Forum Financial Management
4
Forum Financial Management
Illinois
USD 1289 M +USD 8.26 M +250,182 +0.7%
LPL Financial
5
LPL Financial
California
USD 608 M +USD 2.94 M +88,871 +0.5%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 449 M -USD 2.31 M -69,925 -0.5%
Plancorp LLC
7
Plancorp LLC
Missouri
USD 364 M -USD 4.61 M -139,537 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
USD 335 M -USD 4.61 M -139,592 -1%
Savant Capital
9
Savant Capital
Illinois
USD 331 M -USD 3.54 M -107,029 -1%
Rockwood Wealth Management
10
Rockwood Wealth Management
Pennsylvania
USD 320 M +USD 5.28 M +159,924 +2%
SJS Investment Consulting
11
SJS Investment Consulting
Ohio
USD 309 M -USD 1.3 M -39,395 -0.4%
Apella Capital
12
Apella Capital
Connecticut
USD 299 M +USD 12.9 M +390,419 +5%
Wealthspire Advisors (New York)
13
Wealthspire Advisors (New York)
New York
USD 271 M +USD 253 M +7,653,788 +3,096%
Geometric Wealth Advisors
14
Geometric Wealth Advisors
District of Columbia
USD 251 M +USD 5.8 M +175,469 +2%
Greenspring Advisors
15
Greenspring Advisors
Maryland
USD 251 M -USD 2.55 M -77,136 -1%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
USD 230 M +USD 6.7 M +202,789 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 218 M -USD 2.16 M -65,371 -1%
Heritage Financial Services
18
Heritage Financial Services
Massachusetts
USD 212 M +USD 781 k +23,656 +0.4%
Capstone Financial Advisors
19
Capstone Financial Advisors
Illinois
USD 190 M +USD 11 M +333,535 +6%
Corient Private Wealth
20
Corient Private Wealth
Florida
USD 184 M -USD 1.91 M -57,692 -1%
Modera Wealth Management
21
Modera Wealth Management
New Jersey
USD 178 M -USD 1.97 M -59,635 -1%
Jackson Thornton Wealth Management
22
Jackson Thornton Wealth Management
Alabama
USD 167 M +USD 5.88 M +177,938 +4%
Hill Investment Group Partners
23
Hill Investment Group Partners
Missouri
USD 162 M +USD 414 k +12,546 +0.2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
USD 159 M +USD 3.31 M +100,298 +2%
Pure Financial Advisors
25
Pure Financial Advisors
California
USD 158 M -USD 6.04 M -182,933 -4%
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