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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 727 M -USD 8.12 M -129,811 -1%
Northern Trust
2
Northern Trust
Illinois
USD 454 M +USD 1.89 M +30,198 +0.4%
Index Fund Advisors
3
Index Fund Advisors
California
USD 432 M -USD 3.59 M -57,373 -0.9%
Bank of America
4
Bank of America
North Carolina
USD 319 M +USD 29.3 M +467,365 +11%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
USD 177 M +USD 171 M +2,728,998 +61,910%
Alaska Permanent Fund
6
Alaska Permanent Fund
Alaska
USD 175 M – – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 161 M +USD 6.6 M +105,517 +4%
Pure Financial Advisors
8
Pure Financial Advisors
California
USD 154 M +USD 34.4 M +550,116 +30%
TCI Wealth Advisors
9
TCI Wealth Advisors
Arizona
USD 153 M +USD 6.01 M +96,006 +4%
FCI
10
Financial Counselors Inc
Kansas
USD 106 M +USD 4.63 M +73,992 +5%
Plancorp LLC
11
Plancorp LLC
Missouri
USD 93.6 M -USD 1.36 M -21,732 -1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
USD 82.8 M -USD 2.61 M -41,760 -3%
MassMutual Private Wealth & Trust
13
MassMutual Private Wealth & Trust
Connecticut
USD 66.3 M +USD 2.1 M +33,626 +3%
Savant Capital
14
Savant Capital
Illinois
USD 66.1 M +USD 11.1 M +177,339 +21%
HighTower Advisors
15
HighTower Advisors
Illinois
USD 65.9 M -USD 2.89 M -46,156 -4%
Evanson Asset Management
16
Evanson Asset Management
California
USD 65.3 M +USD 3.19 M +50,936 +5%
First Command Advisory Services
17
First Command Advisory Services
Texas
USD 62.7 M +USD 2.53 M +40,429 +4%
Sageworth Trust
18
Sageworth Trust
Pennsylvania
USD 61.8 M -USD 3.57 M -56,987 -6%
Moisand Fitzgerald Tamayo
19
Moisand Fitzgerald Tamayo
Florida
USD 57.5 M +USD 1.07 M +17,042 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 51.9 M +USD 2.86 M +45,695 +6%
Great Waters Wealth Management
21
Great Waters Wealth Management
Minnesota
USD 50.1 M +USD 6.67 M +106,633 +16%
Confluence Wealth Services
22
Confluence Wealth Services
Pennsylvania
USD 48.9 M +USD 4.38 M +70,049 +10%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
USD 48.8 M +USD 2.92 M +46,647 +7%
LPL Financial
24
LPL Financial
California
USD 48.4 M +USD 7.35 M +117,451 +19%
Adero Partners
25
Adero Partners
California
USD 46.9 M +USD 545 k +8,711 +1%
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