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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 400 M +USD 31.1 M +551,683 +8%
Index Fund Advisors
2
Index Fund Advisors
California
USD 387 M +USD 1.7 M +30,160 +0.4%
Buckingham Strategic Wealth
3
Buckingham Strategic Wealth
Missouri
USD 144 M -USD 1.58 M -28,011 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 118 M +USD 3.56 M +63,209 +3%
TCI Wealth Advisors
5
TCI Wealth Advisors
Arizona
USD 100 M +USD 1.83 M +32,484 +2%
Plancorp LLC
6
Plancorp LLC
Missouri
USD 88.1 M +USD 510 k +9,056 +0.6%
Resource Consulting Group
7
Resource Consulting Group
Florida
USD 77.8 M +USD 1.23 M +21,909 +2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
USD 57.8 M -USD 305 k -5,422 -0.5%
Evanson Asset Management
9
Evanson Asset Management
California
USD 39.1 M +USD 622 k +11,041 +2%
ML&R Wealth Management
10
ML&R Wealth Management
Texas
USD 35.1 M +USD 396 k +7,031 +1%
DFS
11
Dixon Fnancial Services
California
USD 34.5 M -USD 145 k -2,584 -0.4%
Savant Capital
12
Savant Capital
Illinois
USD 34.4 M -USD 299 k -5,310 -0.9%
Beaird Harris Wealth Management
13
Beaird Harris Wealth Management
Texas
USD 34.3 M +USD 4.12 M +73,200 +14%
Foster Group
14
Foster Group
Iowa
USD 33.3 M -USD 545 k -9,682 -2%
Choreo LLC
15
Choreo LLC
Illinois
USD 31.7 M -USD 81.6 k -1,449 -0.3%
Heritage Investment Group
16
Heritage Investment Group
Florida
USD 30.7 M -USD 181 k -3,217 -0.6%
Modera Wealth Management
17
Modera Wealth Management
New Jersey
USD 30.5 M -USD 712 k -12,643 -2%
Dixon Hughes Goodman Wealth Advisors
18
Dixon Hughes Goodman Wealth Advisors
North Carolina
USD 29.5 M -USD 461 k -8,190 -2%
Comerica Bank
19
Comerica Bank
Texas
USD 28.2 M +USD 2.77 M +49,185 +11%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 28.1 M +USD 27.7 M +491,536 +4,641%
Adero Partners
21
Adero Partners
California
USD 26.9 M +USD 2.12 M +37,618 +9%
Bouchey Financial Group
22
Bouchey Financial Group
New York
USD 26 M +USD 16.3 M +289,764 +166%
Dowling & Yahnke
23
Dowling & Yahnke
California
USD 24.4 M -USD 634 k -11,254 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 21.8 M +USD 1.64 M +29,061 +8%
Carlson Capital Management
25
Carlson Capital Management
Minnesota
USD 20.7 M -USD 4.53 M -80,537 -18%
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