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icono de DFSV

U.S. Small Cap Value Portfolio ETF Class Shares
DFSV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Savant Capital
1
Savant Capital
Illinois
USD 976 M +USD 229 M +6,130,853 +32%
Mather Group
2
Mather Group
Illinois
USD 257 M +USD 2.41 M +64,419 +1%
JMG Financial Group
3
JMG Financial Group
Illinois
USD 245 M +USD 4.48 M +119,891 +2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
USD 182 M +USD 7.49 M +200,439 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
USD 182 M +USD 30.3 M +811,655 +21%
Cerity Partners
6
Cerity Partners
New York
USD 173 M +USD 6.04 M +161,620 +4%
Ritholtz Wealth Management
7
Ritholtz Wealth Management
New York
USD 158 M +USD 7.91 M +211,591 +5%
Corient Private Wealth
8
Corient Private Wealth
Florida
USD 126 M -USD 153 M -4,094,154 -56%
Modera Wealth Management
9
Modera Wealth Management
New Jersey
USD 114 M +USD 6.89 M +184,445 +7%
Index Fund Advisors
10
Index Fund Advisors
California
USD 110 M +USD 3.08 M +82,296 +3%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
USD 103 M -USD 3.28 M -87,747 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
USD 92.3 M +USD 3.36 M +89,801 +4%
LPL Financial
13
LPL Financial
California
USD 91.6 M +USD 5.53 M +147,835 +7%
Focus Partners Advisor Solutions
14
Focus Partners Advisor Solutions
Missouri
USD 86.3 M +USD 4.38 M +117,115 +6%
Creative Planning
15
Creative Planning
Kansas
USD 84.9 M -USD 952 k -25,468 -1%
Arista Wealth Management
16
Arista Wealth Management
Nevada
USD 83.5 M +USD 1.81 M +48,492 +2%
Raymond James Financial
17
Raymond James Financial
Florida
USD 76.4 M +USD 1.06 M +28,486 +1%
Bank of America
18
Bank of America
North Carolina
USD 66.1 M +USD 4.95 M +132,547 +8%
Vestmark Advisory Solutions
19
Vestmark Advisory Solutions
Massachusetts
USD 57.6 M -USD 33.6 k -898 -0.1%
EP Wealth Advisors
20
EP Wealth Advisors
California
USD 51.7 M -USD 3.28 M -87,811 -6%
DiNuzzo Private Wealth
21
DiNuzzo Private Wealth
Pennsylvania
USD 50.5 M -USD 1.75 M -46,931 -3%
Truepoint Inc
22
Truepoint Inc
Ohio
USD 46.3 M -USD 5.52 M -147,568 -11%
Evanson Financial
23
Evanson Financial
Virginia
USD 45 M +USD 43.4 M +1,160,147 Nuevas
Coldstream Capital Management
24
Coldstream Capital Management
Washington
USD 44.9 M -USD 40.6 M -1,087,386 -49%
Mosaic Family Wealth Partners
25
Mosaic Family Wealth Partners
Missouri
USD 40 M +USD 1.23 M +32,843 +3%
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