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DFSV

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

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
251
Werba Rubin Papier Wealth Management
California
$693K -$4.34K -137 -0.6%
RWP
252
Revolve Wealth Partners
New Jersey
$688K – – –
RWM
253
Rockwood Wealth Management
Pennsylvania
$682K – – –
PHWM
254
Pine Harbor Wealth Management
Maryland
$675K – – –
LCM
255
Lazari Capital Management
California
$674K -$280K -8,854 -29%
MFA
256
McClarren Financial Advisors
Pennsylvania
$661K +$193K +6,097 +40%
QC
257
Quadrature Capital
United Kingdom
$648K +$666K +21,036 New
CPWM
258
Cypress Point Wealth Management
Texas
$643K +$29.3K +925 +5%
RCM
259
Riggs Capital Management
Utah
$636K +$655K +20,672 New
APP
260
Avantax Planning Partners
Iowa
$630K +$648K +20,473 New
KAM
261
Kraft Asset Management
Tennessee
$623K +$125K +3,950 +25%
CWM
262
CarsonAllaria Wealth Management
Illinois
$620K +$15.8K +499 +3%
AWM
263
Apollon Wealth Management
South Carolina
$619K – – –
CAM
264
CPA Asset Management
Florida
$615K +$43.4K +1,371 +7%
MKW
265
Mullaney, Keating & Wright
Connecticut
$614K +$1.65K +52 +0.3%
GGS
266
Galvin Gaustad & Stein
Arizona
$603K +$65.3K +2,061 +12%
RWM
267
Riverchase Wealth Management
Texas
$601K +$618K +19,526 New
GLLW
268
Graves Light Lenhart Wealth
Virginia
$598K +$1.74K +55 +0.3%
AFP
269
Ausdal Financial Partners
Iowa
$591K -$2.09K -66 -0.3%
SW
270
Simplicity Wealth
New Jersey
$586K -$75.3K -2,379 -11%
WANY
271
Wealthspire Advisors (New York)
New York
$586K +$603K +19,047 New
BIP
272
Blueprint Investment Partners
North Carolina
$581K +$598K +18,874 New
RWA
273
Redmont Wealth Advisors
Illinois
$579K -$9.02K -285 -1%
LFA
274
Lauterbach Financial Advisors
Texas
$562K +$51.6K +1,631 +10%
GFM
275
GEN Financial Management
Minnesota
$547K +$563K +17,768 New
9 10
11
12 13