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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
CA
51
Clune & Associates
Illinois
USD 24.6 M +USD 10.7 M +286,614 +82%
Chicago Partners Investment Group
52
Chicago Partners Investment Group
Illinois
USD 23.3 M +USD 831 k +22,228 +4%
WDG
53
Wealth Dimensions Group
Ohio
USD 22.8 M +USD 214 k +5,734 +1%
IWM
54
Integris Wealth Management
California
USD 22.7 M -USD 467 k -12,486 -2%
SIAG
55
Safeguard Investment Advisory Group
California
USD 22.7 M -USD 1.02 M -27,186 -4%
WAN
56
Wealth Advisors Northwest
Oregon
USD 21.9 M +USD 549 k +14,699 +3%
Krilogy Financial
57
Krilogy Financial
Missouri
USD 21.8 M +USD 196 k +5,255 +0.9%
Perigon Wealth Management
58
Perigon Wealth Management
California
USD 20.9 M +USD 1.92 M +51,442 +11%
AFA
59
Alpha Financial Advisors
North Carolina
USD 20 M -USD 4.97 k -133 -0%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
USD 19.9 M -USD 6.09 M -162,815 -24%
CWD
61
Clarity Wealth Development
Oregon
USD 19.8 M +USD 1.17 M +31,252 +7%
EFN
62
Equita Financial Network
Pennsylvania
USD 19.6 M +USD 118 k +3,156 +0.6%
FWMP
63
Foundation Wealth Management (Pennsylvania)
Pennsylvania
USD 19.5 M +USD 1.46 M +39,152 +8%
Farther Finance Advisors
64
Farther Finance Advisors
California
USD 19.4 M +USD 1.6 M +42,797 +9%
Geneos Wealth Management
65
Geneos Wealth Management
Colorado
USD 19.1 M +USD 233 k +6,241 +1%
NewEdge Advisors
66
NewEdge Advisors
Louisiana
USD 18.9 M -USD 855 k -22,883 -4%
Apella Capital
67
Apella Capital
Connecticut
USD 18.7 M +USD 2.05 M +54,878 +13%
Betterment LLC
68
Betterment LLC
New York
USD 18 M +USD 648 k +17,338 +4%
Mariner
69
Mariner
Kansas
USD 17.9 M +USD 906 k +24,247 +6%
Tobias Financial Advisors
70
Tobias Financial Advisors
Florida
USD 17.9 M +USD 492 k +13,172 +3%
Well Done LLC
71
Well Done LLC
Michigan
USD 17.8 M -USD 386 k -10,332 -2%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
USD 17.3 M -USD 182 k -4,859 -1%
APFP
73
Action Point Financial Planning
Michigan
USD 17.2 M +USD 16.5 M +442,556 Nuevas
JP Morgan Chase
74
JP Morgan Chase
New York
USD 17 M +USD 648 k +17,328 +4%
TFO
75
Timonier Family Office
North Carolina
USD 16.9 M +USD 16.3 M +436,101 Nuevas
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