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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
LEFP
26
Leading Edge Financial Planning
Tennessee
USD 39.8 M +USD 2.17 M +58,008 +6%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
USD 39.7 M +USD 1.23 M +32,967 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
USD 37.6 M +USD 7.03 M +188,214 +24%
Integrity Advisory Solutions
29
Integrity Advisory Solutions
Texas
USD 36.5 M +USD 2.86 M +76,573 +9%
Harbour Investments
30
Harbour Investments
Wisconsin
USD 36.1 M +USD 2.37 M +63,428 +7%
Elser Financial Planning
31
Elser Financial Planning
Indiana
USD 35.8 M +USD 439 k +11,732 +1%
SWM
32
Seaside Wealth Management
California
USD 35.8 M +USD 782 k +20,916 +2%
SCM
33
Stordahl Capital Management
Colorado
USD 35.4 M +USD 140 k +3,745 +0.4%
Northern Trust
34
Northern Trust
Illinois
USD 35.1 M +USD 2.13 M +56,876 +7%
UWM
35
United Wealth Management
Virginia
USD 35.1 M +USD 192 k +5,136 +0.6%
Jackson Thornton Wealth Management
36
Jackson Thornton Wealth Management
Alabama
USD 33.9 M +USD 746 k +19,953 +2%
Beacon Pointe Advisors
37
Beacon Pointe Advisors
California
USD 32.9 M +USD 1.22 M +32,613 +4%
VBA
38
von Borstel & Associates
Oregon
USD 32.5 M +USD 359 k +9,608 +1%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
USD 32.1 M +USD 5.13 M +137,339 +20%
HighTower Advisors
40
HighTower Advisors
Illinois
USD 31.3 M +USD 721 k +19,289 +2%
HWM
41
Hassell Wealth Management
Louisiana
USD 29.4 M +USD 310 k +8,296 +1%
Zhang Financial
42
Zhang Financial
Michigan
USD 29.1 M +USD 1.81 M +48,515 +7%
Diversified Portfolios Inc
43
Diversified Portfolios Inc
Michigan
USD 28.5 M +USD 1.47 M +39,339 +6%
Rather & Kittrell
44
Rather & Kittrell
Tennessee
USD 27.9 M +USD 1.06 M +28,489 +4%
Sequoia Financial Advisors
45
Sequoia Financial Advisors
Ohio
USD 27.7 M -USD 659 k -17,622 -2%
Park Avenue Securities
46
Park Avenue Securities
New York
USD 27.7 M +USD 1.42 M +37,980 +6%
IA
47
Integrity Alliance
Iowa
USD 27.3 M -USD 41.6 k -1,112 -0.2%
OneDigital Investment Advisors
48
OneDigital Investment Advisors
Kansas
USD 25.8 M +USD 1.49 M +39,963 +6%
RS
49
Retirement Solution
Washington
USD 25.5 M +USD 18.1 k +484 +0.1%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
USD 25 M -USD 207 k -5,533 -0.9%
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