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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
Creative Planning
1
Creative Planning
Kansas
USD 344 M +USD 13.7 M +237,546 +4%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
USD 150 M +USD 6.64 M +115,178 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 115 M +USD 30.3 M +524,914 +35%
TCI Wealth Advisors
4
TCI Wealth Advisors
Arizona
USD 97.4 M +USD 2.75 M +47,600 +3%
Plancorp LLC
5
Plancorp LLC
Missouri
USD 91.4 M +USD 22.6 k +392 +0%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
USD 59.1 M -USD 63.5 k -1,101 -0.1%
Evanson Asset Management
7
Evanson Asset Management
California
USD 39.3 M +USD 335 k +5,815 +0.9%
Savant Capital
8
Savant Capital
Illinois
USD 36 M -USD 416 k -7,205 -1%
Foster Group
9
Foster Group
Iowa
USD 35.7 M -USD 585 k -10,134 -2%
Choreo LLC
10
Choreo LLC
Illinois
USD 32.9 M -USD 160 k -2,778 -0.5%
Modera Wealth Management
11
Modera Wealth Management
New Jersey
USD 29.1 M +USD 4.78 M +82,784 +20%
Carlson Capital Management
12
Carlson Capital Management
Minnesota
USD 27.9 M -USD 764 k -13,246 -3%
Dowling & Yahnke
13
Dowling & Yahnke
California
USD 27 M -USD 1.03 M -17,899 -4%
Comerica Bank
14
Comerica Bank
Texas
USD 24.3 M +USD 23.3 M +403,557 Nuevas
Adero Partners
15
Adero Partners
California
USD 24.2 M +USD 843 k +14,607 +4%
McLean Asset Management
16
McLean Asset Management
Virginia
USD 22.2 M -USD 131 k -2,273 -0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 17.8 M +USD 1.41 M +24,511 +9%
Empirical Wealth Management
18
Empirical Wealth Management
Washington
USD 15.5 M +USD 331 k +5,743 +2%
Sax Wealth Advisors
19
Sax Wealth Advisors
New Jersey
USD 15.4 M +USD 15.4 M +267,740 Nuevas
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
USD 14.1 M -USD 1.75 M -30,370 -11%
LPL Financial
21
LPL Financial
California
USD 13.7 M +USD 1.45 M +25,079 +12%
Lutz Financial Services
22
Lutz Financial Services
Nebraska
USD 13 M -USD 14.1 k -245 -0.1%
Moisand Fitzgerald Tamayo
23
Moisand Fitzgerald Tamayo
Florida
USD 11.8 M +USD 1.59 M +27,616 +16%
Pure Financial Advisors
24
Pure Financial Advisors
California
USD 11.7 M +USD 1.68 M +29,167 +17%
1900 Wealth Management
25
1900 Wealth Management
Texas
USD 10 M -USD 44.8 k -777 -0.4%
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