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
WPA
251
Wealth Preservation Advisors
Tennessee
$1.24M -$150K -4,799 -11%
RWP
252
Revolve Wealth Partners
New Jersey
$1.24M -$40.5K -1,297 -3%
SA
253
Sanctuary Advisors
Indiana
$1.23M +$628K +20,088 +109%
BTWM
254
Baker Tilly Wealth Management
Wisconsin
$1.22M +$1.19M +38,192 New
GJIA
255
Glass Jacobson Investment Advisors
Maryland
$1.2M +$111K +3,563 +10%
WMN
256
Wealth Management Nebraska
Nebraska
$1.2M +$1.18M +37,663 New
PAM
257
Pacific Asset Management
Washington
$1.17M +$9.06K +290 +0.8%
CSPIA
258
Cary Street Partners Investment Advisory
Virginia
$1.15M – – –
MBFW
259
Morton Brown Family Wealth
Pennsylvania
$1.15M – – –
HWA
260
HMV Wealth Advisors
Louisiana
$1.14M +$31.2K +1,000 +3%
CHAM
261
Clear Harbor Asset Management
Connecticut
$1.14M +$218K +6,989 +24%
OIM
262
Oder Investment Management
California
$1.13M +$36.5K +1,169 +3%
GOCP
263
Great Oak Capital Partners
Massachusetts
$1.1M +$23.2K +743 +2%
MGW
264
MB Generational Wealth
Washington
$1.06M +$1.04M +33,328 New
DT
265
Diversified Trust
Tennessee
$1.06M – – –
CFGA
266
Cambridge Financial Group (Arizona)
Arizona
$1.05M -$42.7K -1,366 -4%
CW
267
Curio Wealth
Maryland
$1.03M -$160K -5,117 -14%
FFM
268
Flagstone Financial Management
Nebraska
$1.03M – – –
SFC
269
Sprinkle Financial Consultants
Colorado
$1.03M +$54.1K +1,732 +6%
FA
270
Fiduciary Alliance
South Carolina
$1.02M +$31.1K +995 +3%
AQR Capital Management
271
AQR Capital Management
Connecticut
$1.01M +$994K +31,809 New
GFM
272
GEN Financial Management
Minnesota
$1.01M -$34.4K -1,101 -3%
GAM
273
GEM Asset Management
Michigan
$984K +$43K +1,375 +5%
PCA
274
Prosperity Capital Advisors
Ohio
$982K +$63.1K +2,020 +7%
BCM
275
Brookstone Capital Management
Illinois
$953K +$287K +9,199 +44%