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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
SYM Financial Corp
901
SYM Financial Corp
Indiana
USD 20.9 k – – –
Westside Investment Management
902
Westside Investment Management
California
USD 16.5 k – – –
CAIM
903
Catherine Avery Investment Management
Florida
USD 16.3 k +USD 15.3 k +198 Nuevas
CFP
904
Comprehensive Financial Planning
Pennsylvania
USD 16.1 k – – –
ASCM
905
Adkins Seale Capital Management
Louisiana
USD 13.6 k – – –
KPP
906
Kings Path Partners
Texas
USD 12.2 k – – –
BFP
907
Birchwood Financial Partners
Minnesota
USD 10.4 k – – –
First Horizon Corporation
908
First Horizon Corporation
Tennessee
USD 8.48 k – – –
Truvestments Capital
909
Truvestments Capital
Florida
USD 7.14 k – – –
PWMG
910
Private Wealth Management Group
New Jersey
USD 6.34 k -USD 40.9 k -528 -87%
Creative Financial Designs
911
Creative Financial Designs
Indiana
USD 4.36 k +USD 1.39 k +18 +51%
CWM
912
Cranbrook Wealth Management
Michigan
USD 4.11 k – – –
Bangor Savings Bank
913
Bangor Savings Bank
Maine
USD 3.29 k – – –
Russell Investments Group
914
Russell Investments Group
United Kingdom
USD 3.13 k -USD 5.81 k -75 -66%
FFA
915
Frazier Financial Advisors
Ohio
USD 2.22 k +USD 620 +8 +42%
AIC
916
Archer Investment Corporation
Indiana
USD 1.24 k – – –
TIAA Wealth Investment Management
917
TIAA Wealth Investment Management
New York
USD 328 +USD 310 +4 Nuevas
KWM
918
KMT Wealth Management
California
– -USD 6.43 M -90,461 Cerradas
OHWP
919
Oak Harbor Wealth Partners
North Carolina
– -USD 5.16 M -72,535 Cerradas
GWM
920
GK Wealth Management
Nevada
– -USD 3.87 M -55,948 Cerradas
Flow Traders U.S.
921
Flow Traders U.S.
New York
– -USD 1.24 M -17,367 Cerradas
D.E. Shaw & Co
922
D.E. Shaw & Co
New York
– -USD 989 k -13,908 Cerradas
Coldstream Capital Management
923
Coldstream Capital Management
Washington
– -USD 988 k -13,884 Cerradas
Renaissance Technologies
924
Renaissance Technologies
New York
– -USD 882 k -12,400 Cerradas
CFP
925
Cypress Financial Planning
New Jersey
– -USD 830 k -11,664 Cerradas
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