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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
SM
451
Sensible Money
Arizona
USD 377 k +USD 486 +13 +0.1%
Beaird Harris Wealth Management
452
Beaird Harris Wealth Management
Texas
USD 374 k +USD 1.23 k +33 +0.3%
F.L. Putnam Investment Management
453
F.L. Putnam Investment Management
Massachusetts
USD 371 k -USD 188 k -5,026 -34%
AFGAS
454
Allegiance Financial Group Advisory Services
Virginia
USD 370 k +USD 822 +22 +0.2%
KWA
455
Kondo Wealth Advisors
California
USD 370 k +USD 486 +13 +0.1%
OC
456
Optima Capital
Oregon
USD 366 k +USD 860 +23 +0.2%
Simplicity Wealth
457
Simplicity Wealth
New Jersey
USD 365 k +USD 32.6 k +873 +10%
Fortis Capital Management
458
Fortis Capital Management
Washington
USD 363 k +USD 1.23 k +33 +0.4%
PWM
459
Platform Wealth Management
Utah
USD 362 k +USD 349 k +9,332 Nuevas
Private Advisor Group
460
Private Advisor Group
New Jersey
USD 358 k -USD 160 k -4,293 -32%
Everest Financial Group
461
Everest Financial Group
Minnesota
USD 358 k +USD 36.2 k +968 +12%
SIM
462
Studio Investment Management
Illinois
USD 357 k +USD 116 k +3,104 +51%
THL
463
Tillman Hartley LLC
Colorado
USD 357 k -USD 85.9 k -2,297 -20%
NFP
464
Narus Financial Partners
Utah
USD 356 k +USD 19.7 k +528 +6%
FH
465
Financial Harvest
Florida
USD 351 k – – –
PFS
466
Professional Financial Solutions
Virginia
USD 344 k +USD 4.48 k +120 +1%
TCM
467
Triumph Capital Management
Colorado
USD 337 k -USD 10.8 k -288 -3%
FFO
468
Fortitude Family Office
Arizona
USD 336 k -USD 58.5 k -1,565 -15%
BAM
469
Belleair Asset Management
Florida
USD 333 k – – –
Hancock Whitney
470
Hancock Whitney
Mississippi
USD 330 k -USD 6.73 k -180 -2%
Abacus Planning Group
471
Abacus Planning Group
South Carolina
USD 329 k – – –
FFG
472
First Financial Group
North Carolina
USD 323 k -USD 56.1 k -1,500 -15%
Acropolis Investment Management
473
Acropolis Investment Management
Missouri
USD 316 k -USD 152 k -4,063 -33%
Cannon Financial Strategists
474
Cannon Financial Strategists
Georgia
USD 315 k +USD 304 k +8,128 Nuevas
Berger Financial Group
475
Berger Financial Group
Minnesota
USD 315 k – – –
17 18
19
20 21