We are live on ! Find out more
DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
251
LifePro Asset Management
California
$251K -$34.1K -1,176 -12%
NFP
252
Narus Financial Partners
Utah
$251K +$4.47K +154 +2%
TI
253
Trexquant Investment
Connecticut
$249K +$251K +8,652 New
APG
254
Abacus Planning Group
South Carolina
$244K – – –
KWM
255
Keebeck Wealth Management
Illinois
$243K -$74.5K -2,567 -23%
AWA
256
Arkadios Wealth Advisors
Georgia
$240K +$242K +8,325 New
RIP
257
RAM Investment Partners
Washington
$236K +$27.7K +954 +13%
FFS
258
Founders Financial Securities
Maryland
$232K +$234K +8,061 New
EWA
259
Elevate Wealth Advisory
Georgia
$229K +$1.22K +42 +0.5%
AFGAS
260
Allegiance Financial Group Advisory Services
Virginia
$224K +$900 +31 +0.4%
APC
261
Aspire Private Capital
North Carolina
$224K +$16.8K +580 +8%
HWMT
262
Heritage Wealth Management (Texas)
Texas
$217K -$206K -7,091 -48%
AWM
263
Aspire Wealth Management
Massachusetts
$212K +$1.28K +44 +0.6%
SPI
264
Sutton Place Investors
New York
$208K -$116 -4 -0.1%
AC
265
Apella Capital
Connecticut
$208K +$213K +7,348 New
BCA
266
Bay Colony Advisors
Massachusetts
$202K -$1.25K -43 -0.6%
GGS
267
Galvin Gaustad & Stein
Arizona
$202K +$204K +7,028 New
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$195K – – –
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$162K – – –
WP
270
WealthShield Partners
North Carolina
$116K +$435 +15 +0.4%
PTC
271
Private Trust Company
Ohio
$92.8K +$29K +1,000 +45%
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$90.6K -$31.1K -1,071 -1%
MSWM
273
Mowery & Schoenfeld Wealth Management
Illinois
$66.7K -$38.5K -1,326 -36%
GEA
274
Glen Eagle Advisors
New Jersey
$64.8K – – –
TLA
275
Tanglewood Legacy Advisors
Texas
$58.5K – – –