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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
SC
76
Scratch Capital
Idaho
USD 16.8 M +USD 1.09 M +29,198 +7%
Allworth Financial
77
Allworth Financial
California
USD 16.5 M -USD 16.6 M -444,768 -51%
OA
78
Oceanside Advisors
South Carolina
USD 16.4 M +USD 372 k +9,952 +2%
Parkwoods Wealth Partners
79
Parkwoods Wealth Partners
New York
USD 16 M +USD 3.62 M +96,929 +31%
Financial Engines Advisors
80
Financial Engines Advisors
California
USD 16 M +USD 2.62 M +69,995 +20%
PWS
81
Physician Wealth Solutions
Nevada
USD 15.9 M -USD 311 k -8,329 -2%
Trust Company of the South
82
Trust Company of the South
North Carolina
USD 15.6 M -USD 1.59 M -42,614 -10%
Avantax Planning Partners
83
Avantax Planning Partners
Iowa
USD 15.3 M -USD 768 k -20,546 -5%
Greenline Partners
84
Greenline Partners
New York
USD 15.1 M -USD 9.5 k -255 -0.1%
Cardiff Park Advisors
85
Cardiff Park Advisors
California
USD 15 M -USD 31.5 k -844 -0.2%
RFG Advisory
86
RFG Advisory
Alabama
USD 14.5 M +USD 321 k +8,598 +2%
NWM
87
Navigoe Wealth Management
California
USD 14.5 M +USD 301 k +8,040 +2%
MML Investors Services
88
MML Investors Services
Massachusetts
USD 14.3 M +USD 1.57 M +42,073 +13%
AFA
89
Avant Financial Advisors
Texas
USD 14 M +USD 1.17 M +31,199 +9%
Advisornet Financial
90
Advisornet Financial
Minnesota
USD 13.5 M +USD 452 k +12,092 +4%
WFA
91
Woodward Financial Advisors
North Carolina
USD 13.5 M +USD 627 k +16,768 +5%
Kestra Advisory Services
92
Kestra Advisory Services
Texas
USD 13.5 M +USD 496 k +13,267 +4%
KEB Asset Management
93
KEB Asset Management
Illinois
USD 13.2 M -USD 37.7 k -1,008 -0.3%
AHL
94
Abel Hall LLC
Louisiana
USD 13 M +USD 400 k +10,701 +3%
VPWA
95
Vestia Personal Wealth Advisors
Indiana
USD 13 M +USD 1.19 M +31,805 +11%
Plancorp LLC
96
Plancorp LLC
Missouri
USD 12.7 M +USD 25.2 k +675 +0.2%
PWMG
97
Private Wealth Management Group
New Jersey
USD 12.5 M -USD 596 k -15,936 -5%
Peapack-Gladstone Financial Corp
98
Peapack-Gladstone Financial Corp
New Jersey
USD 12.5 M +USD 109 k +2,908 +0.9%
FAG
99
Financial Architects (Georgia)
Georgia
USD 12.4 M +USD 105 k +2,805 +0.9%
BAM
100
BOS Asset Management
Illinois
USD 12.2 M +USD 71 k +1,899 +0.6%
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