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
Brown Advisory
301
Brown Advisory
Maryland
$742K +$187 +6 +0%
CFO
302
CVA Family Office
Colorado
$741K -$38.4K -1,228 -5%
MFG
303
Merit Financial Group
Georgia
$741K -$249K -7,964 -25%
VWA
304
Valued Wealth Advisors
Utah
$740K +$62 +2 +0%
GBFP
305
Golden Bell Financial Planning
Georgia
$738K +$44.7K +1,432 +7%
HSWS
306
Higgins & Schmidt Wealth Strategies
Colorado
$735K – – –
VCP
307
Vista Capital Partners
Oregon
$733K -$5.78K -185 -0.8%
DFC
308
DBK Financial Counsel
Ohio
$730K +$168K +5,388 +31%
MKW
309
Mullaney, Keating & Wright
Connecticut
$729K +$19.9K +637 +3%
W
310
WorthPointe
California
$725K +$712K +22,783 New
VT
311
Vise Technologies
New York
$711K +$698K +22,334 New
SC
312
Shearwater Capital
Colorado
$706K +$67.9K +2,173 +11%
CL
313
CLG LLC
California
$701K -$15.8K -505 -2%
FF
314
Friday Financial
Iowa
$683K +$22.1K +709 +3%
BCA
315
Bay Colony Advisors
Massachusetts
$658K +$234K +7,495 +57%
HKIMG
316
Hutchens & Kramer Investment Management Group
Indiana
$650K – – –
AWM
317
Avondale Wealth Management
Texas
$647K – – –
PCM
318
Peirce Capital Management
Texas
$635K – – –
CWM
319
CarsonAllaria Wealth Management
Illinois
$630K -$15.7K -501 -2%
GLLW
320
Graves Light Lenhart Wealth
Virginia
$624K +$1.84K +59 +0.3%
PWA
321
Physician Wealth Advisors
Utah
$622K -$55.1K -1,765 -8%
FLPIM
322
F.L. Putnam Investment Management
Massachusetts
$621K -$128K -4,109 -17%
JWM
323
JDH Wealth Management
California
$611K – – –
CCC
324
Compass Capital Corp
Massachusetts
$610K -$581K -18,595 -49%
AWP
325
Astra Wealth Partners
New Jersey
$609K -$1.13K -36 -0.2%