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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
Smartleaf Asset Management
326
Smartleaf Asset Management
Massachusetts
USD 1.14 M – – –
MFA
327
McClarren Financial Advisors
Pennsylvania
USD 1.12 M +USD 48.5 k +1,298 +5%
Financial Plan Inc
328
Financial Plan Inc
Washington
USD 1.12 M +USD 115 k +3,074 +12%
MWA
329
Medallion Wealth Advisors
Connecticut
USD 1.12 M -USD 57.5 k -1,539 -5%
CPA
330
Capital Performance Advisors
California
USD 1.11 M -USD 17.5 k -468 -2%
CAM
331
CPA Asset Management
Florida
USD 1.1 M -USD 139 k -3,730 -12%
FWM
332
FMB Wealth Management
California
USD 1.08 M +USD 9.46 k +253 +0.9%
GeoWealth Management
333
GeoWealth Management
Illinois
USD 1.07 M +USD 114 k +3,060 +13%
LWM
334
Lodestone Wealth Management
Washington
USD 1.06 M +USD 46 k +1,231 +5%
Foster Group
335
Foster Group
Iowa
USD 1.05 M +USD 1.72 k +46 +0.2%
FF
336
Friday Financial
Iowa
USD 1.04 M +USD 408 k +10,914 +68%
TIA
337
TCFG Investment Advisors
California
USD 1.03 M +USD 59.5 k +1,593 +6%
Atomi Financial Group
338
Atomi Financial Group
New York
USD 1.01 M +USD 745 k +19,936 +323%
PHWM
339
Pine Harbor Wealth Management
Maryland
USD 992 k – – –
Nuveen
340
Nuveen
North Carolina
USD 989 k +USD 953 k +25,493 Nuevas
CMBA
341
C.M. Bidwell & Associates
Hawaii
USD 987 k +USD 36.1 k +967 +4%
Mattern Wealth Management
342
Mattern Wealth Management
Kansas
USD 970 k +USD 934 k +25,000 Nuevas
Diversified Trust
343
Diversified Trust
Tennessee
USD 962 k – – –
MA
344
MSA Advisors
California
USD 962 k – – –
Quantinno Capital Management
345
Quantinno Capital Management
New York
USD 954 k +USD 301 k +8,041 +49%
Baker Ellis Asset Management
346
Baker Ellis Asset Management
Washington
USD 950 k +USD 26.2 k +700 +3%
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
USD 946 k +USD 912 k +24,400 Nuevas
HSWS
348
Higgins & Schmidt Wealth Strategies
Colorado
USD 941 k -USD 29.1 k -779 -3%
MKW
349
Mullaney, Keating & Wright
Connecticut
USD 937 k +USD 2.13 k +57 +0.2%
Clark Asset Management
350
Clark Asset Management
New Hampshire
USD 930 k +USD 897 +24 +0.1%
12 13
14
15 16