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icono de DFAS

U.S. Small Cap Portfolio ETF Class Shares
DFAS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Advisor Solutions
26
Focus Partners Advisor Solutions
Missouri
USD 77.7 M +USD 263 k +3,397 +0.4%
LPL Financial
27
LPL Financial
California
USD 77.6 M +USD 3.72 M +48,072 +5%
Sageworth Trust
28
Sageworth Trust
Pennsylvania
USD 75.7 M -USD 3.75 M -48,360 -5%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
USD 74.8 M +USD 4.2 M +54,215 +6%
Davenport & Co
30
Davenport & Co
Virginia
USD 74.2 M +USD 11.4 M +146,631 +19%
First Command Advisory Services
31
First Command Advisory Services
Texas
USD 73 M -USD 15.9 M -204,881 -19%
Brown Advisory
32
Brown Advisory
Maryland
USD 72.4 M +USD 6.87 M +88,620 +11%
Bernicke Wealth Management
33
Bernicke Wealth Management
Wisconsin
USD 68.6 M +USD 1.29 M +16,615 +2%
Bleakley Financial Group
34
Bleakley Financial Group
New Jersey
USD 67.5 M +USD 5.43 M +70,026 +9%
Wealth Management Nebraska
35
Wealth Management Nebraska
Nebraska
USD 66.6 M +USD 4.5 M +58,050 +8%
SCM
36
Stordahl Capital Management
Colorado
USD 59.6 M +USD 963 k +12,425 +2%
MassMutual Private Wealth & Trust
37
MassMutual Private Wealth & Trust
Connecticut
USD 59.2 M -USD 1.25 M -16,108 -2%
DiNuzzo Private Wealth
38
DiNuzzo Private Wealth
Pennsylvania
USD 59.2 M -USD 1.27 M -16,377 -2%
Cerity Partners
39
Cerity Partners
New York
USD 58 M +USD 10.5 M +135,970 +24%
Mariner
40
Mariner
Kansas
USD 56.5 M +USD 3.06 M +39,541 +6%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
USD 55.9 M +USD 3.04 M +39,208 +6%
EP Wealth Advisors
42
EP Wealth Advisors
California
USD 55.7 M -USD 78.8 k -1,017 -0.2%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
USD 55.4 M +USD 8.75 k +113 +0%
Chicago Partners Investment Group
44
Chicago Partners Investment Group
Illinois
USD 55.1 M +USD 238 k +3,073 +0.5%
Three Arch Wealth Management
45
Three Arch Wealth Management
California
USD 51.2 M -USD 625 k -8,069 -1%
DFS
46
Dixon Fnancial Services
California
USD 45.6 M -USD 295 k -3,814 -0.7%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
USD 45.2 M +USD 5.2 M +67,173 +14%
Elser Financial Planning
48
Elser Financial Planning
Indiana
USD 44.4 M -USD 1.26 M -16,322 -3%
Sax Wealth Advisors
49
Sax Wealth Advisors
New Jersey
USD 42.9 M +USD 4.3 M +55,564 +10%
Truist Financial
50
Truist Financial
North Carolina
USD 42.5 M -USD 5.86 M -75,645 -13%
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