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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 681 M +USD 37 M +614,982 +6%
Northern Trust
2
Northern Trust
Illinois
USD 419 M +USD 49.5 M +822,685 +13%
Index Fund Advisors
3
Index Fund Advisors
California
USD 404 M -USD 4.55 M -75,658 -1%
Bank of America
4
Bank of America
North Carolina
USD 267 M +USD 12 M +198,798 +5%
Alaska Permanent Fund
5
Alaska Permanent Fund
Alaska
USD 177 M – – –
Buckingham Strategic Wealth
6
Buckingham Strategic Wealth
Missouri
USD 164 M -USD 139 k -2,317 -0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 142 M -USD 889 k -14,779 -0.6%
TCI Wealth Advisors
8
TCI Wealth Advisors
Arizona
USD 136 M +USD 5.97 M +99,252 +5%
Pure Financial Advisors
9
Pure Financial Advisors
California
USD 109 M +USD 39.2 M +650,896 +56%
FCI
10
Financial Counselors Inc
Kansas
USD 94 M +USD 4.3 M +71,378 +5%
Plancorp LLC
11
Plancorp LLC
Missouri
USD 88 M -USD 874 k -14,527 -1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
USD 80.2 M -USD 1.48 M -24,644 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 63.8 M -USD 2.87 M -47,632 -4%
Sageworth Trust
14
Sageworth Trust
Pennsylvania
USD 60.6 M +USD 1.52 M +25,264 +3%
MassMutual Private Wealth & Trust
15
MassMutual Private Wealth & Trust
Connecticut
USD 59.4 M +USD 1.45 M +24,032 +2%
Evanson Asset Management
16
Evanson Asset Management
California
USD 57.4 M +USD 2.38 M +39,474 +4%
First Command Advisory Services
17
First Command Advisory Services
Texas
USD 55.7 M +USD 1.34 M +22,315 +2%
Moisand Fitzgerald Tamayo
18
Moisand Fitzgerald Tamayo
Florida
USD 52.2 M +USD 1.74 M +28,939 +3%
Savant Capital
19
Savant Capital
Illinois
USD 50.6 M -USD 7.9 M -131,287 -13%
Elser Financial Planning
20
Elser Financial Planning
Indiana
USD 48.2 M +USD 48.3 M +802,830 Nuevas
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
USD 45.3 M -USD 283 k -4,695 -0.6%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
USD 43.9 M +USD 4.35 M +72,199 +11%
DiNuzzo Private Wealth
23
DiNuzzo Private Wealth
Pennsylvania
USD 43.5 M +USD 42.9 k +713 +0.1%
Adero Partners
24
Adero Partners
California
USD 42.9 M +USD 1.42 M +23,618 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 41.3 M +USD 2.43 M +40,440 +6%
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