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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
Pinnacle Associates
101
Pinnacle Associates
New York
USD 12.1 M -USD 239 k -6,381 -2%
PWMAG
102
Pinnacle Wealth Management Advisory Group
New Jersey
USD 12.1 M -USD 239 k -6,381 -2%
RFP
103
RCS Financial Planning
Maryland
USD 11.7 M +USD 210 k +5,609 +2%
UBS AM
104
UBS AM
Illinois
USD 11.6 M – – –
BCA
105
Ballentine Capital Advisors
South Carolina
USD 11.5 M +USD 78.2 k +2,092 +0.7%
ACM
106
Aspen Capital Management
Idaho
USD 11.5 M +USD 576 k +15,405 +5%
WA
107
Waterford Advisors
New York
USD 11.4 M +USD 138 k +3,689 +1%
Tortoise Investment Management
108
Tortoise Investment Management
New York
USD 11.3 M +USD 89.3 k +2,390 +0.8%
SFP
109
Sterling Financial Planning
New Jersey
USD 11.3 M +USD 79.4 k +2,124 +0.7%
SF
110
SeedSafe Financial
Texas
USD 11.3 M +USD 370 k +9,909 +4%
Root Financial Partners
111
Root Financial Partners
California
USD 11.2 M -USD 8.73 M -233,501 -45%
Truist Financial
112
Truist Financial
North Carolina
USD 11.1 M +USD 7.91 M +211,550 +280%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
USD 11 M -USD 259 k -6,925 -2%
CFG
114
CSP Financial Group
Arizona
USD 11 M +USD 642 k +17,167 +6%
SWM
115
Sentinel Wealth Management
Virginia
USD 10.7 M +USD 224 k +5,993 +2%
Discipline Wealth Solutions
116
Discipline Wealth Solutions
South Carolina
USD 10.5 M +USD 1.88 M +50,298 +23%
FIM
117
Freedom Investment Management
Connecticut
USD 10.5 M -USD 677 k -18,112 -6%
Jones Financial Companies
118
Jones Financial Companies
Missouri
USD 10.3 M +USD 2.35 M +62,994 +31%
NWM
119
Navigate Wealth Management
Alabama
USD 10.2 M +USD 856 k +22,908 +10%
TCI Wealth Advisors
120
TCI Wealth Advisors
Arizona
USD 9.9 M -USD 236 k -6,311 -2%
Brinker Capital Investments
121
Brinker Capital Investments
Pennsylvania
USD 9.8 M +USD 479 k +12,803 +5%
McLean Asset Management
122
McLean Asset Management
Virginia
USD 9.6 M +USD 195 k +5,213 +2%
Vise Technologies
123
Vise Technologies
New York
USD 9.4 M -USD 7.88 M -210,924 -47%
Advisory Alpha
124
Advisory Alpha
Michigan
USD 9.24 M +USD 544 k +14,551 +7%
Ancora Advisors
125
Ancora Advisors
Ohio
USD 9.12 M +USD 712 k +19,044 +9%
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