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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 514 M -USD 5.64 M -102,296 -1%
Index Fund Advisors
2
Index Fund Advisors
California
USD 355 M -USD 118 k -2,148 -0%
Northern Trust
3
Northern Trust
Illinois
USD 295 M -USD 941 k -17,077 -0.3%
Bank of America
4
Bank of America
North Carolina
USD 168 M +USD 118 M +2,133,277 +201%
Buckingham Strategic Wealth
5
Buckingham Strategic Wealth
Missouri
USD 140 M -USD 547 k -9,927 -0.4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 118 M -USD 2.21 M -40,174 -2%
TCI Wealth Advisors
7
TCI Wealth Advisors
Arizona
USD 108 M +USD 3.82 M +69,355 +4%
Alaska Permanent Fund
8
Alaska Permanent Fund
Alaska
USD 93.6 M +USD 31.3 M +567,914 +47%
Plancorp LLC
9
Plancorp LLC
Missouri
USD 79 M -USD 246 k -4,467 -0.3%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
USD 72 M +USD 14 M +253,711 +23%
Resource Consulting Group
11
Resource Consulting Group
Florida
USD 59.5 M -USD 14.2 M -256,981 -18%
Savant Capital
12
Savant Capital
Illinois
USD 59.4 M +USD 29 M +525,567 +87%
Strategic Investment Solutions
13
Strategic Investment Solutions
Illinois
USD 54.2 M +USD 53.3 M +967,335 +6,030%
Beaird Harris Wealth Management
14
Beaird Harris Wealth Management
Texas
USD 50.3 M -USD 139 k -2,527 -0.3%
Pure Financial Advisors
15
Pure Financial Advisors
California
USD 45.5 M +USD 12.8 M +232,349 +37%
Evanson Asset Management
16
Evanson Asset Management
California
USD 44.6 M +USD 1.4 M +25,383 +3%
Moisand Fitzgerald Tamayo
17
Moisand Fitzgerald Tamayo
Florida
USD 41.8 M +USD 184 k +3,341 +0.4%
Sageworth Trust
18
Sageworth Trust
Pennsylvania
USD 39.4 M +USD 41.4 M +750,797 Nuevas
ML&R Wealth Management
19
ML&R Wealth Management
Texas
USD 38 M +USD 725 k +13,169 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 35.3 M +USD 1.22 M +22,074 +3%
First Command Advisory Services
21
First Command Advisory Services
Texas
USD 34.6 M +USD 36.3 M +659,128 Nuevas
Corient Private Wealth
22
Corient Private Wealth
Florida
USD 34.1 M +USD 436 k +7,915 +1%
Bouchey Financial Group
23
Bouchey Financial Group
New York
USD 33.4 M +USD 2.73 M +49,473 +8%
Stordahl Capital Management
24
Stordahl Capital Management
Colorado
USD 33.3 M +USD 622 k +11,297 +2%
Adero Partners
25
Adero Partners
California
USD 32.1 M +USD 1.53 M +27,863 +5%
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