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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
Mutual Advisors
Nebraska
$1.51M +$24.7K +767 +2%
RIP
252
RAM Investment Partners
Washington
$1.5M +$632K +19,650 +75%
WWM
253
Waterway Wealth Management
Texas
$1.5M -$47.5K -1,476 -3%
CW
254
CreativeOne Wealth
Kansas
$1.47M -$6.75K -210 -0.5%
TWP
255
Triad Wealth Partners
Kansas
$1.47M +$21K +654 +1%
IAG
256
Investmark Advisory Group
Connecticut
$1.46M +$50.3K +1,564 +4%
FIT
257
Financially in Tune
Massachusetts
$1.43M +$1.4M +43,494 New
PAM
258
Pacific Asset Management
Washington
$1.4M +$186K +5,776 +16%
GSF
259
Grove Street Fiduciary
New Hampshire
$1.39M -$25.2K -783 -2%
Boston Partners
260
Boston Partners
Massachusetts
$1.37M +$37.1K +1,152 +3%
GVAG
261
Great Valley Advisor Group
Delaware
$1.36M -$185K -5,737 -12%
FFG
262
Fiduciary Financial Group
California
$1.36M -$2.44K -76 -0.2%
Morgan Stanley
263
Morgan Stanley
New York
$1.34M +$558K +17,363 +74%
GJIA
264
Glass Jacobson Investment Advisors
Maryland
$1.34M +$94.6K +2,942 +8%
PWIA
265
Porter White Investment Advisors
Alabama
$1.34M +$17.1K +531 +1%
AWMM
266
Aegis Wealth Management (Maryland)
Maryland
$1.29M -$537K -16,685 -30%
AFP
267
ATLas Financial Planning
Georgia
$1.28M +$1.25M +38,927 New
SFC
268
Sprinkle Financial Consultants
Colorado
$1.27M +$206K +6,414 +20%
EAN
269
Excelsior Advisor Network
Colorado
$1.27M +$1.24M +38,572 New
BCM
270
Brookstone Capital Management
Illinois
$1.26M +$270K +8,393 +28%
CHAM
271
Clear Harbor Asset Management
Connecticut
$1.24M +$60.6K +1,885 +5%
BJB
272
Broadhurst Jeffrey B
$1.23M +$1.2M +37,444 New
RWP
273
Revolve Wealth Partners
New Jersey
$1.22M -$60K -1,865 -5%
WPA
274
Wealth Preservation Advisors
Tennessee
$1.21M -$68.1K -2,116 -5%
CSPIA
275
Cary Street Partners Investment Advisory
Virginia
$1.21M +$19.8K +616 +2%