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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
351
AlphaCore Capital
California
$462K -$218K -6,965 -32%
XT
352
XTX Topco
Cayman Islands
$461K +$452K +14,478 New
CA
353
Clearstead Advisors
Ohio
$454K +$156 +5 +0%
CPWM
354
Cypress Point Wealth Management
Texas
$451K – – –
SWM
355
Spire Wealth Management
Virginia
$444K +$46.8K +1,499 +12%
PMIM
356
Prudent Man Investment Management
Colorado
$438K -$1.28K -41 -0.3%
NL
357
NWAM LLC
Washington
$430K – – –
LKBC
358
L.K. Benson & Company
Maryland
$429K +$164K +5,264 +64%
WA
359
Wealthstream Advisors
New York
$425K +$1.84K +59 +0.4%
RWA
360
Redmont Wealth Advisors
Illinois
$421K +$65.8K +2,107 +19%
LFA
361
Lauterbach Financial Advisors
Texas
$412K +$39.4K +1,260 +11%
AWM
362
Apollon Wealth Management
South Carolina
$408K -$55.3K -1,771 -12%
YWM
363
Yardley Wealth Management
Pennsylvania
$400K – – –
PIFP
364
Partners in Financial Planning
Virginia
$398K +$1.72K +55 +0.4%
WRPWM
365
Werba Rubin Papier Wealth Management
California
$388K -$253K -8,106 -40%
LFS
366
Lutz Financial Services
Nebraska
$376K -$62 -2 -0%
THL
367
Tillman Hartley LLC
Colorado
$371K – – –
GTAM
368
Global Trust Asset Management
Florida
$370K +$6.25K +200 +2%
ACP
369
Argyle Capital Partners
California
$353K +$65.5K +2,098 +23%
FH
370
Financial Harvest
Florida
$345K +$71.7K +2,294 +27%
VAMG
371
Voisard Asset Management Group
Michigan
$341K +$625 +20 +0.2%
FC
372
Family CFO
California
$339K – – –
FFO
373
Fortitude Family Office
Arizona
$331K -$7.15K -229 -2%
AWA
374
Arkadios Wealth Advisors
Georgia
$330K – – –
MSFS
375
Main Street Financial Solutions
Pennsylvania
$320K -$10.7K -342 -3%
13 14
15
16 17