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ícone de DFAS

U.S. Small Cap Portfolio ETF Class Shares
DFAS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
KF
651
K2 Financial
California
US$ 474 mil -US$ 55,1 mil -711 -11%
Cyndeo Wealth Partners
652
Cyndeo Wealth Partners
Florida
US$ 473 mil -US$ 1,32 mil -17 -0,3%
Versant Capital Management
653
Versant Capital Management
Arizona
US$ 470 mil – – –
NPFS
654
Novak & Powell Financial Services
Florida
US$ 467 mil +US$ 61 mil +787 +16%
Perennial Investment Advisors
655
Perennial Investment Advisors
California
US$ 467 mil +US$ 185 mil +2.386 +73%
Cornerstone Advisory
656
Cornerstone Advisory
Maryland
US$ 463 mil – – –
AIS
657
Accredited Investor Services
Minnesota
US$ 457 mil – – –
Angeles Wealth Management
658
Angeles Wealth Management
California
US$ 453 mil +US$ 10,5 mil +135 +3%
Leonard Rickey Investment Advisors
659
Leonard Rickey Investment Advisors
Washington
US$ 448 mil +US$ 5,19 mil +67 +1%
Heartwood Wealth Advisors
660
Heartwood Wealth Advisors
Virginia
US$ 437 mil – – –
Parallel Advisors
661
Parallel Advisors
California
US$ 436 mil -US$ 3,56 mil -46 -0,9%
AWA
662
Acorn Wealth Advisors
Michigan
US$ 434 mil -US$ 1,47 mil -19 -0,4%
MSF
663
Mustard Seed Financial
Arkansas
US$ 434 mil +US$ 542 +7 +0,1%
WP
664
Walleye Partners
Wisconsin
US$ 427 mil +US$ 9,6 mil +124 +2%
Legacy Advisors
665
Legacy Advisors
Pennsylvania
US$ 427 mil +US$ 3,41 mil +44 +0,9%
Argent Trust Co
666
Argent Trust Co
Tennessee
US$ 426 mil +US$ 44,9 mil +580 +13%
Financial Security Advisor
667
Financial Security Advisor
Virginia
US$ 417 mil +US$ 930 +12 +0,2%
OIM
668
Oder Investment Management
California
US$ 416 mil +US$ 30,3 mil +391 +8%
AW
669
Atlas Wealth
Ohio
US$ 415 mil – – –
Baker Avenue Asset Management
670
Baker Avenue Asset Management
California
US$ 411 mil – – –
MAMG
671
Milestone Asset Management Group
Connecticut
US$ 410 mil +US$ 542 +7 +0,1%
Abacus Planning Group
672
Abacus Planning Group
South Carolina
US$ 410 mil +US$ 41,4 mil +535 +12%
CIBC Bancorp USA
673
CIBC Bancorp USA
Illinois
US$ 408 mil +US$ 384 mil +4.960 Nova
Prosperity Capital Advisors
674
Prosperity Capital Advisors
Ohio
US$ 403 mil -US$ 149 mil -1.929 -28%
DI
675
Disciplined Investments
Oklahoma
US$ 403 mil – – –
25 26
27
28 29