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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$2.54M +$161K +4,543 +7%
RWM
227
Ruedi Wealth Management
Illinois
$2.54M +$2.79K +79 +0.1%
DWM
228
Daner Wealth Management
Georgia
$2.52M +$876K +24,775 +57%
EB
229
Emprise Bank
Kansas
$2.47M +$200K +5,661 +9%
QHA
230
Quarry Hill Advisors
Minnesota
$2.47M +$90.6K +2,563 +4%
WCM
231
Warburton Capital Management
Oklahoma
$2.46M +$1.55M +43,924 +185%
EK
232
Evensky & Katz
Florida
$2.37M -$175K -4,941 -7%
MCM
233
MAI Capital Management
Ohio
$2.37M +$51.8K +1,466 +2%
HVP
234
Hudson Value Partners
Florida
$2.34M +$2.36M +66,770 New
S
235
SignatureFD
Georgia
$2.29M +$2.05M +58,122 +811%
MGW
236
MB Generational Wealth
Washington
$2.27M +$190K +5,362 +9%
NSG
237
Nalls Sherbakoff Group
Tennessee
$2.26M -$64.4K -1,823 -3%
MFT
238
Moisand Fitzgerald Tamayo
Florida
$2.19M -$5.69K -161 -0.3%
GPWM
239
Grant Private Wealth Management
California
$2.18M +$165K +4,664 +8%
TWD
240
True Wealth Design
Ohio
$2.16M -$41.3K -1,168 -2%
TCRG
241
Twin Cities Retirement Group
Minnesota
$2.12M +$112K +3,172 +6%
SHFA
242
SC&H Financial Advisors
Maryland
$2.12M +$211K +5,980 +11%
FWP
243
Firethorn Wealth Partners
Georgia
$2.11M -$53.4K -1,511 -2%
MWM
244
Meritas Wealth Management
California
$2.1M -$14.9K -422 -0.7%
MSF
245
Mustard Seed Financial
Arkansas
$2.09M +$222K +6,287 +12%
AA
246
Aire Advisors
California
$2.05M -$8.2K -232 -0.4%
BCM
247
Brookstone Capital Management
Illinois
$2M +$667K +18,863 +49%
GAM
248
GEM Asset Management
Michigan
$1.99M +$809K +22,877 +67%
ARA
249
Approach Retirement Advisors
Alabama
$1.98M -$158K -4,483 -7%
SAG
250
SageView Advisory Group
California
$1.97M -$112K -3,177 -5%