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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 392 M +USD 41.5 M +811,702 +11%
Index Fund Advisors
2
Index Fund Advisors
California
USD 320 M +USD 13.2 M +258,656 +4%
Buckingham Strategic Wealth
3
Buckingham Strategic Wealth
Missouri
USD 123 M +USD 293 k +5,729 +0.2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 98.1 M -USD 1.53 M -29,921 -1%
TCI Wealth Advisors
5
TCI Wealth Advisors
Arizona
USD 82 M +USD 944 k +18,485 +1%
Plancorp LLC
6
Plancorp LLC
Missouri
USD 72.7 M +USD 1.33 M +25,992 +2%
Resource Consulting Group
7
Resource Consulting Group
Florida
USD 66.3 M -USD 69.8 k -1,367 -0.1%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
USD 48.4 M +USD 597 k +11,679 +1%
Beaird Harris Wealth Management
9
Beaird Harris Wealth Management
Texas
USD 41.3 M +USD 2.42 M +47,390 +6%
Evanson Asset Management
10
Evanson Asset Management
California
USD 34.1 M -USD 297 k -5,820 -0.8%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
USD 33.4 M +USD 5.12 M +100,217 +16%
ML&R Wealth Management
12
ML&R Wealth Management
Texas
USD 28.6 M +USD 1.88 M +36,899 +6%
DFS
13
Dixon Fnancial Services
California
USD 28.4 M -USD 123 k -2,409 -0.4%
Savant Capital
14
Savant Capital
Illinois
USD 27.7 M -USD 472 k -9,248 -2%
Foster Group
15
Foster Group
Iowa
USD 26.6 M -USD 915 k -17,919 -3%
Comerica Bank
16
Comerica Bank
Texas
USD 26.3 M -USD 1.2 M -23,579 -4%
Stordahl Capital Management
17
Stordahl Capital Management
Colorado
USD 25.7 M +USD 6.86 M +134,315 +32%
Choreo LLC
18
Choreo LLC
Illinois
USD 25.5 M -USD 504 k -9,859 -2%
Heritage Investment Group
19
Heritage Investment Group
Florida
USD 24.9 M -USD 250 k -4,898 -0.9%
Adero Partners
20
Adero Partners
California
USD 24.3 M +USD 935 k +18,309 +4%
Focus Partners Advisor Solutions
21
Focus Partners Advisor Solutions
Missouri
USD 24.2 M +USD 15.5 M +304,110 +141%
Bank of America
22
Bank of America
North Carolina
USD 23.6 M +USD 10.4 M +202,870 +66%
Bouchey Financial Group
23
Bouchey Financial Group
New York
USD 23.6 M +USD 1 M +19,632 +4%
Forvis Mazars Wealth Advisors
24
Forvis Mazars Wealth Advisors
Missouri
USD 23.4 M -USD 621 k -12,147 -2%
Modera Wealth Management
25
Modera Wealth Management
New Jersey
USD 21.4 M -USD 3.67 M -71,777 -13%
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