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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 669 M +USD 1.49 M +25,166 +0.2%
Index Fund Advisors
2
Index Fund Advisors
California
USD 424 M -USD 1.56 M -26,432 -0.4%
Northern Trust
3
Northern Trust
Illinois
USD 383 M +USD 7.91 M +133,725 +2%
Bank of America
4
Bank of America
North Carolina
USD 265 M +USD 15.2 M +256,113 +6%
Buckingham Strategic Wealth
5
Buckingham Strategic Wealth
Missouri
USD 170 M +USD 6.62 M +111,901 +4%
Alaska Permanent Fund
6
Alaska Permanent Fund
Alaska
USD 169 M +USD 19.6 M +331,784 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 149 M +USD 3.51 M +59,288 +3%
TCI Wealth Advisors
8
TCI Wealth Advisors
Arizona
USD 135 M +USD 3.14 M +53,063 +3%
FCI
9
Financial Counselors Inc
Kansas
USD 93 M +USD 2.41 M +40,645 +3%
Plancorp LLC
10
Plancorp LLC
Missouri
USD 92.2 M -USD 1.75 M -29,634 -2%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
USD 84.7 M -USD 372 k -6,283 -0.5%
Pure Financial Advisors
12
Pure Financial Advisors
California
USD 72.8 M +USD 8.28 M +139,923 +14%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 69.2 M +USD 53.2 M +899,063 +426%
Beaird Harris Wealth Management
14
Beaird Harris Wealth Management
Texas
USD 63 M +USD 1.55 M +26,129 +3%
Sageworth Trust
15
Sageworth Trust
Pennsylvania
USD 61.3 M +USD 948 k +16,026 +2%
Savant Capital
16
Savant Capital
Illinois
USD 60.7 M -USD 23.2 M -391,582 -29%
ATI
17
ARK & TLK Investments
Oklahoma
USD 60.2 M -USD 5.51 M -93,084 -5%
MassMutual Private Wealth & Trust
18
MassMutual Private Wealth & Trust
Connecticut
USD 60.1 M +USD 883 k +14,921 +2%
Evanson Asset Management
19
Evanson Asset Management
California
USD 57.1 M +USD 1.39 M +23,520 +3%
First Command Advisory Services
20
First Command Advisory Services
Texas
USD 56.4 M +USD 3.53 M +59,692 +7%
Moisand Fitzgerald Tamayo
21
Moisand Fitzgerald Tamayo
Florida
USD 52.4 M +USD 1.27 M +21,452 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
USD 47.3 M +USD 1.11 M +18,785 +3%
DiNuzzo Private Wealth
23
DiNuzzo Private Wealth
Pennsylvania
USD 45.1 M +USD 25.4 k +430 +0.1%
ML&R Wealth Management
24
ML&R Wealth Management
Texas
USD 43.9 M -USD 2.86 M -48,309 -6%
Adero Partners
25
Adero Partners
California
USD 43 M +USD 1.94 M +32,739 +5%
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