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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 1005 M +USD 230 M +3,577,617 +27%
Northern Trust
2
Northern Trust
Illinois
USD 476 M +USD 29.1 M +453,209 +6%
Index Fund Advisors
3
Index Fund Advisors
California
USD 350 M -USD 44.5 M -692,676 -11%
Bank of America
4
Bank of America
North Carolina
USD 321 M +USD 13.1 M +203,274 +4%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
USD 160 M -USD 2.15 M -33,413 -1%
Pure Financial Advisors
6
Pure Financial Advisors
California
USD 159 M +USD 5.64 M +87,766 +3%
TCI Wealth Advisors
7
TCI Wealth Advisors
Arizona
USD 147 M +USD 3.87 M +60,210 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 146 M +USD 7.31 M +113,611 +5%
Alaska Permanent Fund
9
Alaska Permanent Fund
Alaska
USD 146 M – – –
FCI
10
Financial Counselors Inc
Kansas
USD 109 M +USD 6.54 M +101,736 +6%
Plancorp LLC
11
Plancorp LLC
Missouri
USD 83.7 M -USD 1.34 M -20,851 -1%
Savant Capital
12
Savant Capital
Illinois
USD 80.8 M -USD 1.02 M -15,869 -1%
MassMutual Private Wealth & Trust
13
MassMutual Private Wealth & Trust
Connecticut
USD 69.2 M +USD 4.07 M +63,280 +6%
First Command Advisory Services
14
First Command Advisory Services
Texas
USD 68.7 M +USD 8.09 M +125,847 +12%
Evanson Asset Management
15
Evanson Asset Management
California
USD 64.3 M +USD 726 k +11,287 +1%
LPL Financial
16
LPL Financial
California
USD 61.2 M +USD 10 M +155,766 +18%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
USD 61.1 M +USD 14.6 M +227,132 +29%
Sageworth Trust
18
Sageworth Trust
Pennsylvania
USD 58.4 M +USD 1.78 M +27,614 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
USD 58.1 M -USD 1.93 M -29,938 -3%
Brown Advisory
20
Brown Advisory
Maryland
USD 55.4 M +USD 16 M +249,195 +37%
Moisand Fitzgerald Tamayo
21
Moisand Fitzgerald Tamayo
Florida
USD 53.1 M +USD 1.44 M +22,353 +3%
Great Waters Wealth Management
22
Great Waters Wealth Management
Minnesota
USD 51 M -USD 2.51 M -38,969 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 50.1 M +USD 10.6 M +165,314 +25%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
USD 50 M +USD 3.34 M +51,884 +7%
Confluence Wealth Services
25
Confluence Wealth Services
Pennsylvania
USD 48 M -USD 153 k -2,379 -0.3%
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