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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
Avidian Wealth Enterprises
526
Avidian Wealth Enterprises
Texas
USD 927 k -USD 54.6 k -705 -6%
2L
527
25 LLC
Missouri
USD 915 k +USD 1.7 k +22 +0.2%
PWIA
528
Porter White Investment Advisors
Alabama
USD 910 k +USD 77 +1 +0%
Robertson Stephens Wealth Management
529
Robertson Stephens Wealth Management
California
USD 909 k +USD 72.3 k +933 +9%
Essex Financial Services
530
Essex Financial Services
Connecticut
USD 908 k -USD 6.74 k -87 -0.8%
Citizens Financial Group
531
Citizens Financial Group
Rhode Island
USD 896 k +USD 2.48 k +32 +0.3%
CWA Asset Management Group
532
CWA Asset Management Group
Florida
USD 882 k -USD 8.44 k -109 -1%
GWN Securities
533
GWN Securities
Florida
USD 879 k +USD 87 k +1,123 +12%
FIS
534
Fischer Investment Strategies
California
USD 879 k -USD 710 k -9,162 -46%
Leavell Investment Management
535
Leavell Investment Management
Alabama
USD 878 k – – –
HM Payson & Co
536
HM Payson & Co
Maine
USD 858 k – – –
Ocean Park Asset Management
537
Ocean Park Asset Management
California
USD 856 k – – –
BWM
538
BCO Wealth Management
New Mexico
USD 853 k +USD 26 k +335 +3%
IA
539
Integrity Alliance
Iowa
USD 846 k -USD 307 k -3,962 -28%
Keating Financial Advisory Services
540
Keating Financial Advisory Services
Kansas
USD 844 k – – –
Chas P. Smith & Associates (CPS)
541
Chas P. Smith & Associates (CPS)
Florida
USD 837 k – – –
First American Trust
542
First American Trust
California
USD 828 k +USD 2.25 k +29 +0.3%
Fifth Third Securities
543
Fifth Third Securities
Ohio
USD 827 k +USD 342 k +4,418 +79%
SWM
544
Selective Wealth Management
Virginia
USD 825 k +USD 8.52 k +110 +1%
FCB
545
First County Bank
Connecticut
USD 824 k +USD 29.6 k +382 +4%
Lido Advisors
546
Lido Advisors
California
USD 821 k -USD 30.8 k -397 -4%
SFG
547
Seamount Financial Group
Colorado
USD 819 k +USD 25.7 k +332 +3%
LIA
548
Lynx Investment Advisory
District of Columbia
USD 818 k +USD 42 k +542 +6%
Cresset Asset Management
549
Cresset Asset Management
Illinois
USD 816 k -USD 104 k -1,344 -12%
Perigon Wealth Management
550
Perigon Wealth Management
California
USD 812 k +USD 42.2 k +545 +6%
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