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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 366 M +USD 24.9 M +481,068 +7%
Index Fund Advisors
2
Index Fund Advisors
California
USD 318 M -USD 14.3 M -276,094 -4%
Buckingham Strategic Wealth
3
Buckingham Strategic Wealth
Missouri
USD 127 M +USD 3.41 M +65,706 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 103 M +USD 1.81 M +34,845 +2%
TCI Wealth Advisors
5
TCI Wealth Advisors
Arizona
USD 83.7 M -USD 2.23 M -42,978 -2%
Plancorp LLC
6
Plancorp LLC
Missouri
USD 73.8 M -USD 1.79 M -34,541 -2%
Resource Consulting Group
7
Resource Consulting Group
Florida
USD 68.4 M +USD 1.93 M +37,305 +3%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
USD 49.4 M -USD 66 k -1,273 -0.1%
Beaird Harris Wealth Management
9
Beaird Harris Wealth Management
Texas
USD 40.4 M +USD 11.9 M +228,734 +37%
Evanson Asset Management
10
Evanson Asset Management
California
USD 35.4 M +USD 2.06 M +39,765 +6%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
USD 29.6 M +USD 5.98 M +115,302 +23%
DFS
12
Dixon Fnancial Services
California
USD 29.4 M -USD 111 k -2,148 -0.3%
Savant Capital
13
Savant Capital
Illinois
USD 29.1 M -USD 420 k -8,100 -1%
Foster Group
14
Foster Group
Iowa
USD 28.3 M -USD 190 k -3,673 -0.6%
ML&R Wealth Management
15
ML&R Wealth Management
Texas
USD 27.7 M -USD 2.54 M -49,044 -8%
Comerica Bank
16
Comerica Bank
Texas
USD 27.7 M +USD 2.62 M +50,578 +10%
Choreo LLC
17
Choreo LLC
Illinois
USD 26.8 M -USD 375 k -7,224 -1%
Heritage Investment Group
18
Heritage Investment Group
Florida
USD 25.9 M -USD 437 k -8,423 -2%
Modera Wealth Management
19
Modera Wealth Management
New Jersey
USD 25.5 M -USD 590 k -11,378 -2%
Forvis Mazars Wealth Advisors
20
Forvis Mazars Wealth Advisors
Missouri
USD 24.8 M +USD 26.7 M +515,828 Nuevas
Bouchey Financial Group
21
Bouchey Financial Group
New York
USD 23.4 M +USD 1.2 M +23,160 +5%
Adero Partners
22
Adero Partners
California
USD 22.6 M -USD 512 k -9,867 -2%
Dowling & Yahnke
23
Dowling & Yahnke
California
USD 20.2 M -USD 760 k -14,649 -3%
Stordahl Capital Management
24
Stordahl Capital Management
Colorado
USD 20.1 M +USD 5.94 M +114,610 +38%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 20 M +USD 1.43 M +27,651 +7%
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