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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
GA
251
Greenspring Advisors
Maryland
$1.96M +$159K +4,503 +9%
WPC
252
Wedmont Private Capital
Pennsylvania
$1.91M +$55.9K +1,582 +3%
MWA
253
Monograph Wealth Advisors
California
$1.9M +$106 +3 +0%
DWM
254
Dopkins Wealth Management
New York
$1.89M +$23.7K +671 +1%
FFS
255
Founders Financial Securities
Maryland
$1.89M +$42.6K +1,204 +2%
SMA
256
Sage Mountain Advisors
Georgia
$1.88M +$1.9M +53,769 New
RWM
257
Rockwood Wealth Management
Pennsylvania
$1.81M +$91.9K +2,600 +5%
TSWM
258
Triangle Securities Wealth Management
North Carolina
$1.79M +$1.48M +41,824 +450%
HWA
259
HMV Wealth Advisors
Louisiana
$1.75M +$686K +19,400 +64%
CCM
260
Cloud Capital Management
Washington
$1.73M +$4.98K +141 +0.3%
MWM
261
Mission Wealth Management
California
$1.72M -$206K -5,838 -11%
DWA
262
Delap Wealth Advisory
Oregon
$1.71M – – –
HA
263
HFG Advisors
Ohio
$1.69M +$53.9K +1,524 +3%
GVAG
264
Great Valley Advisor Group
Delaware
$1.69M +$243K +6,882 +17%
AFP
265
ATLas Financial Planning
Georgia
$1.69M +$324K +9,169 +24%
FIT
266
Financially in Tune
Massachusetts
$1.68M +$156K +4,423 +10%
Morgan Stanley
267
Morgan Stanley
New York
$1.68M +$248K +7,026 +17%
Brown Advisory
268
Brown Advisory
Maryland
$1.67M +$860K +24,337 +104%
AAM
269
Austin Asset Management
Texas
$1.66M – – –
MA
270
Mutual Advisors
Nebraska
$1.66M +$52.6K +1,489 +3%
PPF
271
Pacific Park Financial
California
$1.66M +$1.68M +47,451 New
GAM
272
Gemmer Asset Management
California
$1.65M -$14.9K -422 -0.9%
FFG
273
Fiduciary Financial Group
California
$1.65M +$202K +5,708 +14%
RFA
274
RTD Financial Advisors
Pennsylvania
$1.63M +$727K +20,561 +79%
KW
275
Keyvantage Wealth
Pennsylvania
$1.6M -$270K -7,630 -14%