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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 542 M +USD 40.5 M +776,404 +9%
Index Fund Advisors
2
Index Fund Advisors
California
USD 370 M -USD 422 k -8,090 -0.1%
Northern Trust
3
Northern Trust
Illinois
USD 309 M -USD 3.85 M -73,887 -1%
Buckingham Strategic Wealth
4
Buckingham Strategic Wealth
Missouri
USD 146 M +USD 2.68 M +51,381 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 126 M -USD 5.6 M -107,276 -4%
TCI Wealth Advisors
6
TCI Wealth Advisors
Arizona
USD 109 M +USD 3.89 M +74,651 +4%
Plancorp LLC
7
Plancorp LLC
Missouri
USD 82.7 M -USD 714 k -13,687 -0.9%
Resource Consulting Group
8
Resource Consulting Group
Florida
USD 76.2 M -USD 1.14 M -21,796 -2%
Alaska Permanent Fund
9
Alaska Permanent Fund
Alaska
USD 66.6 M +USD 63.4 M +1,216,032 Nuevas
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
USD 61.2 M +USD 1.1 M +21,084 +2%
Bank of America
11
Bank of America
North Carolina
USD 58.2 M +USD 12.7 M +243,876 +30%
Beaird Harris Wealth Management
12
Beaird Harris Wealth Management
Texas
USD 52.7 M +USD 1.05 M +20,188 +2%
Evanson Asset Management
13
Evanson Asset Management
California
USD 45.2 M +USD 652 k +12,507 +2%
Moisand Fitzgerald Tamayo
14
Moisand Fitzgerald Tamayo
Florida
USD 43.4 M +USD 3.11 M +59,541 +8%
ML&R Wealth Management
15
ML&R Wealth Management
Texas
USD 38.9 M +USD 306 k +5,862 +0.8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
USD 35.7 M +USD 2.45 M +46,931 +8%
Corient Private Wealth
17
Corient Private Wealth
Florida
USD 35.2 M +USD 958 k +18,357 +3%
Pure Financial Advisors
18
Pure Financial Advisors
California
USD 34.8 M +USD 6.73 M +128,972 +25%
Stordahl Capital Management
19
Stordahl Capital Management
Colorado
USD 34.1 M +USD 1.7 M +32,584 +6%
Savant Capital
20
Savant Capital
Illinois
USD 33.2 M +USD 83.8 k +1,607 +0.3%
DFS
21
Dixon Fnancial Services
California
USD 33.1 M -USD 72.7 k -1,394 -0.2%
Bouchey Financial Group
22
Bouchey Financial Group
New York
USD 32.2 M +USD 1.7 M +32,596 +6%
Adero Partners
23
Adero Partners
California
USD 32 M +USD 2.01 M +38,552 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 31.4 M +USD 2.45 M +46,978 +9%
Foster Group
25
Foster Group
Iowa
USD 29.4 M -USD 419 k -8,039 -1%
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