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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 1981 M +USD 23.7 M +673,178 +1%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 1608 M -USD 127 M -3,598,965 -7%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
USD 1343 M +USD 4.02 M +114,059 +0.3%
Forum Financial Management
4
Forum Financial Management
Illinois
USD 1300 M -USD 174 k -4,947 -0%
LPL Financial
5
LPL Financial
California
USD 628 M +USD 14.8 M +419,096 +2%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 557 M +USD 105 M +2,983,375 +23%
Apella Capital
7
Apella Capital
Connecticut
USD 367 M +USD 63 M +1,789,147 +20%
Plancorp LLC
8
Plancorp LLC
Missouri
USD 363 M -USD 4.28 M -121,461 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 356 M +USD 18.1 M +514,078 +5%
Rockwood Wealth Management
10
Rockwood Wealth Management
Pennsylvania
USD 337 M +USD 13.1 M +373,115 +4%
SJS Investment Consulting
11
SJS Investment Consulting
Ohio
USD 316 M +USD 3.67 M +104,084 +1%
Savant Capital
12
Savant Capital
Illinois
USD 305 M -USD 29.3 M -830,806 -9%
Wealthspire Advisors (New York)
13
Wealthspire Advisors (New York)
New York
USD 276 M +USD 2.65 M +75,171 +1%
Geometric Wealth Advisors
14
Geometric Wealth Advisors
District of Columbia
USD 259 M +USD 6.03 M +171,093 +2%
Greenspring Advisors
15
Greenspring Advisors
Maryland
USD 255 M +USD 2.32 M +65,910 +0.9%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
USD 230 M -USD 2.09 M -59,362 -0.9%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 217 M -USD 2.82 M -80,013 -1%
Heritage Financial Services
18
Heritage Financial Services
Massachusetts
USD 210 M -USD 3.54 M -100,544 -2%
Capstone Financial Advisors
19
Capstone Financial Advisors
Illinois
USD 192 M +USD 161 k +4,559 +0.1%
GeoWealth Management
20
GeoWealth Management
Illinois
USD 186 M +USD 103 M +2,911,905 +119%
Corient Private Wealth
21
Corient Private Wealth
Florida
USD 183 M -USD 2.3 M -65,353 -1%
Modera Wealth Management
22
Modera Wealth Management
New Jersey
USD 179 M -USD 290 k -8,239 -0.2%
Jackson Thornton Wealth Management
23
Jackson Thornton Wealth Management
Alabama
USD 174 M +USD 5.04 M +143,046 +3%
Hill Investment Group Partners
24
Hill Investment Group Partners
Missouri
USD 171 M -USD 3.01 M -85,467 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
USD 167 M +USD 11.7 M +332,163 +7%
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