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DFSV

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

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
251
Cyndeo Wealth Partners
Florida
$756K -$222K -7,323 -21%
GAM
252
GEM Asset Management
Michigan
$727K -$229K -7,577 -23%
LA
253
Lindenwold Advisors
Pennsylvania
$719K +$773K +25,557 New
DI
254
Disciplined Investments
Oklahoma
$715K – – –
GOCP
255
Great Oak Capital Partners
Massachusetts
$710K – – –
CMBA
256
C.M. Bidwell & Associates
Hawaii
$706K +$62.7K +2,072 +9%
HKIMG
257
Hutchens & Kramer Investment Management Group
Indiana
$703K -$47.3K -1,563 -6%
GTAM
258
Global Trust Asset Management
Florida
$688K -$429K -14,192 -37%
CHAM
259
Clear Harbor Asset Management
Connecticut
$688K +$235K +7,780 +47%
PCA
260
Prosperity Capital Advisors
Ohio
$676K +$726K +23,989 New
LWM
261
Lodestone Wealth Management
Washington
$670K +$720K +23,800 New
WRPWM
262
Werba Rubin Papier Wealth Management
California
$666K +$35.2K +1,164 +5%
PHWM
263
Pine Harbor Wealth Management
Maryland
$660K +$45.3K +1,496 +7%
PWA
264
Physician Wealth Advisors
Utah
$651K -$76.2K -2,519 -10%
RWP
265
Revolve Wealth Partners
New Jersey
$629K – – –
LCM
266
Lazari Capital Management
California
$616K – – –
VWA
267
Valued Wealth Advisors
Utah
$594K +$638K +21,095 New
GGS
268
Galvin Gaustad & Stein
Arizona
$589K +$40.7K +1,345 +7%
CPWM
269
Cypress Point Wealth Management
Texas
$588K – – –
CIA
270
Compass Ion Advisors
Pennsylvania
$580K +$108K +3,553 +21%
CWM
271
CarsonAllaria Wealth Management
Illinois
$568K +$1.73K +57 +0.3%
SA
272
Sanctuary Advisors
Indiana
$566K +$394K +13,027 +184%
AWM
273
Apollon Wealth Management
South Carolina
$566K – – –
TWP
274
Triad Wealth Partners
Kansas
$564K +$607K +20,052 New
MKW
275
Mullaney, Keating & Wright
Connecticut
$562K +$999 +33 +0.2%
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11
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