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DFSV

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

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
301
AlphaCore Capital
California
$466K +$501K +16,552 New
HWM
302
HB Wealth Management
Georgia
$452K +$485K +16,040 New
AWP
303
Astra Wealth Partners
New Jersey
$450K +$26.7K +883 +6%
PMIM
304
Prudent Man Investment Management
Colorado
$439K – – –
HA
305
Hanover Advisors
South Carolina
$436K -$999 -33 -0.2%
SWM
306
Spire Wealth Management
Virginia
$432K +$104K +3,435 +29%
AC
307
Apella Capital
Connecticut
$432K +$272K +8,986 +122%
WCWM
308
Willow Creek Wealth Management
California
$430K +$19.8K +655 +4%
VP
309
Verisail Partners
Georgia
$430K – – –
FFS
310
Founders Financial Securities
Maryland
$420K +$91.7K +3,030 +24%
RWM
311
Ruedi Wealth Management
Illinois
$405K +$1.27K +42 +0.3%
KPWS
312
Kestra Private Wealth Services
Texas
$405K +$162K +5,363 +60%
GBFP
313
Golden Bell Financial Planning
Georgia
$397K – – –
CW
314
CreativeOne Wealth
Kansas
$387K +$120K +3,965 +40%
NL
315
NWAM LLC
Washington
$380K +$409K +13,500 New
KAM
316
Kraft Asset Management
Tennessee
$377K -$191K -6,323 -32%
HF
317
HRT Financial
New York
$376K +$405K +13,387 New
WA
318
Wealthstream Advisors
New York
$372K +$1.12K +37 +0.3%
2L
319
25 LLC
Missouri
$359K -$3.36K -111 -0.9%
EP
320
Essential Planning
New Hampshire
$347K -$30.1M -994,184 -99%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$340K +$72.7K +2,403 +25%
BIP
322
Blueprint Investment Partners
North Carolina
$339K -$207K -6,834 -36%
CWM
323
Congress Wealth Management
Massachusetts
$334K +$359K +11,872 New
WMA
324
William Mack & Associates
Michigan
$331K +$355K +11,744 New
THL
325
Tillman Hartley LLC
Colorado
$328K -$93.8K -3,099 -21%
11 12
13
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