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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 862 M +USD 136 M +2,032,271 +18%
Northern Trust
2
Northern Trust
Illinois
USD 489 M +USD 34.9 M +521,107 +7%
Index Fund Advisors
3
Index Fund Advisors
California
USD 426 M -USD 7.94 M -118,731 -2%
Bank of America
4
Bank of America
North Carolina
USD 337 M +USD 17.3 M +258,863 +5%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
USD 177 M -USD 1.43 M -21,346 -0.8%
Pure Financial Advisors
6
Pure Financial Advisors
California
USD 167 M +USD 13.6 M +202,963 +9%
Alaska Permanent Fund
7
Alaska Permanent Fund
Alaska
USD 164 M -USD 12.4 M -184,760 -7%
TCI Wealth Advisors
8
TCI Wealth Advisors
Arizona
USD 156 M +USD 3.3 M +49,340 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 152 M -USD 9.48 M -141,760 -6%
FCI
10
Financial Counselors Inc
Kansas
USD 112 M +USD 5.56 M +83,102 +5%
Plancorp LLC
11
Plancorp LLC
Missouri
USD 92.5 M -USD 1.48 M -22,094 -2%
Savant Capital
12
Savant Capital
Illinois
USD 89.1 M +USD 23.4 M +349,613 +34%
MassMutual Private Wealth & Trust
13
MassMutual Private Wealth & Trust
Connecticut
USD 71.3 M +USD 4.89 M +73,098 +7%
Evanson Asset Management
14
Evanson Asset Management
California
USD 69.3 M +USD 3.91 M +58,435 +6%
First Command Advisory Services
15
First Command Advisory Services
Texas
USD 66.7 M +USD 3.87 M +57,843 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
USD 65.2 M -USD 975 k -14,572 -1%
Sageworth Trust
17
Sageworth Trust
Pennsylvania
USD 61.8 M -USD 135 k -2,016 -0.2%
Great Waters Wealth Management
18
Great Waters Wealth Management
Minnesota
USD 58.1 M +USD 8.02 M +119,840 +15%
Confluence Wealth Services
19
Confluence Wealth Services
Pennsylvania
USD 57.8 M +USD 6.49 M +97,094 +13%
LPL Financial
20
LPL Financial
California
USD 56.5 M +USD 8.13 M +121,569 +16%
Moisand Fitzgerald Tamayo
21
Moisand Fitzgerald Tamayo
Florida
USD 56.4 M -USD 1.32 M -19,674 -2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
USD 51.8 M -USD 33.2 M -496,645 -38%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
USD 51.1 M +USD 2.15 M +32,106 +4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
USD 50.5 M -USD 1.55 M -23,180 -3%
UBS Group
25
UBS Group
Switzerland
USD 49.8 M +USD 5.78 M +86,479 +13%
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