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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 1866 M +USD 102 M +1,395,277 +6%
Northern Trust
2
Northern Trust
Illinois
USD 654 M +USD 80 M +1,090,765 +13%
Bank of America
3
Bank of America
North Carolina
USD 471 M -USD 953 k -12,986 -0.2%
Index Fund Advisors
4
Index Fund Advisors
California
USD 420 M +USD 4.14 M +56,393 +1%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
USD 250 M -USD 5.11 M -69,649 -2%
Pure Financial Advisors
6
Pure Financial Advisors
California
USD 227 M +USD 6.86 M +93,535 +3%
TCI Wealth Advisors
7
TCI Wealth Advisors
Arizona
USD 185 M +USD 2.88 M +39,237 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 123 M +USD 12.5 M +170,333 +11%
Root Financial Partners
9
Root Financial Partners
California
USD 113 M +USD 17 M +231,179 +17%
Midwest Trust
10
Midwest Trust
Kansas
USD 97.9 M -USD 612 k -8,339 -0.6%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
USD 96.6 M +USD 17.6 M +239,764 +21%
Plancorp LLC
12
Plancorp LLC
Missouri
USD 94.2 M -USD 2.66 M -36,233 -3%
Vise Technologies
13
Vise Technologies
New York
USD 87.6 M – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 87.1 M +USD 4.21 M +57,340 +5%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
USD 86.2 M +USD 14 M +191,382 +19%
Evanson Asset Management
16
Evanson Asset Management
California
USD 86.1 M +USD 3.58 M +48,734 +4%
Premier Financial Group
17
Premier Financial Group
California
USD 85.3 M -USD 31.3 k -426 -0%
Washington Trust Bank
18
Washington Trust Bank
Washington
USD 81.2 M -USD 1.01 M -13,747 -1%
Great Waters Wealth Management
19
Great Waters Wealth Management
Minnesota
USD 78 M +USD 3.45 M +46,988 +4%
Savant Capital
20
Savant Capital
Illinois
USD 77.7 M -USD 7.07 M -96,325 -8%
First Command Advisory Services
21
First Command Advisory Services
Texas
USD 77.7 M -USD 2.78 M -37,906 -3%
Confluence Wealth Services
22
Confluence Wealth Services
Pennsylvania
USD 74.2 M +USD 2.71 M +36,903 +4%
Raymond James Financial
23
Raymond James Financial
Florida
USD 73.1 M +USD 8.42 M +114,782 +13%
UBS Group
24
UBS Group
Switzerland
USD 72.1 M +USD 6.96 M +94,852 +10%
HighTower Advisors
25
HighTower Advisors
Illinois
USD 70.9 M -USD 216 k -2,949 -0.3%
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