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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
Cerity Partners
1
Cerity Partners
New York
USD 1632 M +USD 2.04 M +37,716 +37%
Creative Planning
2
Creative Planning
Kansas
USD 480 M -USD 7.41 M -136,775 -1%
Index Fund Advisors
3
Index Fund Advisors
California
USD 357 M -USD 2.53 M -46,806 -0.7%
Northern Trust
4
Northern Trust
Illinois
USD 301 M +USD 7.39 M +136,499 +2%
Buckingham Strategic Wealth
5
Buckingham Strategic Wealth
Missouri
USD 134 M – – –
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 127 M +USD 10.1 M +186,276 +8%
TCI Wealth Advisors
7
TCI Wealth Advisors
Arizona
USD 100 M +USD 4.13 M +76,195 +4%
Plancorp LLC
8
Plancorp LLC
Missouri
USD 80.3 M -USD 1.96 M -36,173 -2%
Resource Consulting Group
9
Resource Consulting Group
Florida
USD 74.5 M -USD 1.36 M -25,167 -2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
USD 57.8 M +USD 1.31 M +24,212 +2%
Beaird Harris Wealth Management
11
Beaird Harris Wealth Management
Texas
USD 49.6 M +USD 1.03 M +18,953 +2%
Bank of America
12
Bank of America
North Carolina
USD 43.1 M +USD 4.88 M +90,180 +12%
Evanson Asset Management
13
Evanson Asset Management
California
USD 42.8 M +USD 666 k +12,293 +2%
Moisand Fitzgerald Tamayo
14
Moisand Fitzgerald Tamayo
Florida
USD 38.6 M +USD 5.51 M +101,669 +16%
ML&R Wealth Management
15
ML&R Wealth Management
Texas
USD 37.1 M +USD 2.09 M +38,584 +6%
Corient Private Wealth
16
Corient Private Wealth
Florida
USD 32.9 M +USD 3.14 M +57,993 +10%
DFS
17
Dixon Fnancial Services
California
USD 32 M -USD 218 k -4,032 -0.7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
USD 31.8 M +USD 2.41 M +44,516 +8%
Savant Capital
19
Savant Capital
Illinois
USD 31.8 M +USD 300 k +5,535 +0.9%
Stordahl Capital Management
20
Stordahl Capital Management
Colorado
USD 31.1 M +USD 831 k +15,342 +3%
Bouchey Financial Group
21
Bouchey Financial Group
New York
USD 29.3 M +USD 632 k +11,669 +2%
Foster Group
22
Foster Group
Iowa
USD 28.7 M -USD 359 k -6,625 -1%
Adero Partners
23
Adero Partners
California
USD 28.7 M +USD 2.01 M +37,146 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 27.7 M +USD 3.77 M +69,617 +15%
Choreo LLC
25
Choreo LLC
Illinois
USD 27.3 M -USD 1.32 M -24,378 -4%
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