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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 638 M +USD 48.8 M +910,252 +9%
Index Fund Advisors
2
Index Fund Advisors
California
USD 407 M +USD 3.4 M +63,496 +0.9%
Northern Trust
3
Northern Trust
Illinois
USD 359 M +USD 21.4 M +400,077 +7%
Bank of America
4
Bank of America
North Carolina
USD 238 M +USD 42.6 M +795,635 +25%
Buckingham Strategic Wealth
5
Buckingham Strategic Wealth
Missouri
USD 156 M -USD 2.43 M -45,301 -2%
Alaska Permanent Fund
6
Alaska Permanent Fund
Alaska
USD 141 M +USD 31.5 M +587,889 +33%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 139 M +USD 3.69 M +68,952 +3%
TCI Wealth Advisors
8
TCI Wealth Advisors
Arizona
USD 125 M +USD 2.96 M +55,212 +3%
Plancorp LLC
9
Plancorp LLC
Missouri
USD 90 M +USD 216 k +4,033 +0.3%
FCI
10
Financial Counselors Inc
Kansas
USD 86.6 M +USD 73.2 M +1,366,082 +1,591%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
USD 81.4 M -USD 313 k -5,837 -0.4%
Savant Capital
12
Savant Capital
Illinois
USD 81.4 M +USD 12.5 M +233,637 +21%
Resource Consulting Group
13
Resource Consulting Group
Florida
USD 62.8 M -USD 4.36 M -81,321 -7%
Pure Financial Advisors
14
Pure Financial Advisors
California
USD 61.2 M +USD 8.58 M +160,097 +18%
Beaird Harris Wealth Management
15
Beaird Harris Wealth Management
Texas
USD 58.7 M +USD 1.37 M +25,609 +3%
ATI
16
ARK & TLK Investments
Oklahoma
USD 57.9 M +USD 105 M +1,965,595 Nuevas
Sageworth Trust
17
Sageworth Trust
Pennsylvania
USD 57.7 M +USD 11.6 M +217,083 +29%
MassMutual Private Wealth & Trust
18
MassMutual Private Wealth & Trust
Connecticut
USD 56.6 M +USD 50.9 M +949,746 Nuevas
Evanson Asset Management
19
Evanson Asset Management
California
USD 53.2 M +USD 2.27 M +42,448 +5%
First Command Advisory Services
20
First Command Advisory Services
Texas
USD 50.3 M +USD 9.9 M +185,191 +28%
Moisand Fitzgerald Tamayo
21
Moisand Fitzgerald Tamayo
Florida
USD 48.8 M +USD 1.23 M +23,032 +3%
ML&R Wealth Management
22
ML&R Wealth Management
Texas
USD 44.8 M +USD 1.51 M +28,249 +4%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
USD 44.1 M +USD 3.58 M +66,860 +10%
DiNuzzo Private Wealth
24
DiNuzzo Private Wealth
Pennsylvania
USD 43.1 M +USD 38.8 M +723,350 Nuevas
Adero Partners
25
Adero Partners
California
USD 39.2 M +USD 2.49 M +46,512 +8%
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