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ícone de DFSV

U.S. Small Cap Value Portfolio ETF Class Shares
DFSV

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
TFP
476
Triune Financial Partners
Kansas
US$ 312 mil – – –
5NPW
477
55 North Private Wealth
Florida
US$ 311 mil -US$ 32,5 mil -870 -10%
Live Oak Private Wealth
478
Live Oak Private Wealth
North Carolina
US$ 303 mil +US$ 292 mil +7.823 Nova
OP
479
Oath Planning
Oklahoma
US$ 298 mil – – –
PNC Financial Services Group
480
PNC Financial Services Group
Pennsylvania
US$ 293 mil +US$ 29,3 mil +785 +12%
HC
481
Hurley Capital
New York
US$ 292 mil +US$ 20,7 mil +555 +8%
Bessemer Group
482
Bessemer Group
New Jersey
US$ 288 mil +US$ 277 mil +7.420 Nova
E
483
Entelevest
Florida
US$ 284 mil +US$ 710 +19 +0,3%
Sax Wealth Advisors
484
Sax Wealth Advisors
New Jersey
US$ 279 mil -US$ 1,05 mil -28 -0,4%
CPRPA
485
Cerity Partners Retirement Plan Advisors
New York
US$ 277 mil +US$ 267 mil +7.134 Nova
KRW
486
Kaufman Rossin Wealth
Florida
US$ 277 mil – – –
APC
487
Aspire Private Capital
North Carolina
US$ 275 mil +US$ 3,81 mil +102 +1%
SPI
488
Sutton Place Investors
New York
US$ 266 mil +US$ 897 +24 +0,4%
MWA
489
Mills Wealth Advisors
Texas
US$ 266 mil -US$ 673 -18 -0,3%
RWM
490
Rialto Wealth Management
New York
US$ 262 mil +US$ 411 +11 +0,2%
Rockbridge Investment Management
491
Rockbridge Investment Management
New York
US$ 262 mil – – –
Davenport & Co
492
Davenport & Co
Virginia
US$ 261 mil -US$ 67,5 mil -1.806 -21%
TFP
493
Tilia Fiduciary Partners
North Carolina
US$ 251 mil -US$ 112 -3 -0%
Geometric Wealth Advisors
494
Geometric Wealth Advisors
District of Columbia
US$ 250 mil +US$ 336 +9 +0,1%
SPA
495
Shore Point Advisors
New Jersey
US$ 250 mil -US$ 36,3 mil -970 -13%
Mesirow Financial Investment Management
496
Mesirow Financial Investment Management
Illinois
US$ 248 mil +US$ 239 mil +6.382 Nova
Mayflower Financial Advisors
497
Mayflower Financial Advisors
Massachusetts
US$ 240 mil +US$ 231 mil +6.188 Nova
HWMT
498
Heritage Wealth Management (Texas)
Texas
US$ 236 mil +US$ 150 +4 +0,1%
NWA
499
Northwest Wealth Advisors
Washington
US$ 236 mil +US$ 710 +19 +0,3%
Bernicke Wealth Management
500
Bernicke Wealth Management
Wisconsin
US$ 236 mil -US$ 104 mil -2.778 -31%
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