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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
376
Elevate Wealth Advisory
Georgia
$317K +$2.44K +78 +0.8%
CAM
377
Clark Asset Management
New Hampshire
$316K – – –
KWA
378
Kondo Wealth Advisors
California
$316K – – –
USCWA
379
U.S. Capital Wealth Advisors
Texas
$313K -$3.09K -99 -1%
BHWM
380
Beaird Harris Wealth Management
Texas
$304K +$1.31K +42 +0.4%
NFP
381
Narus Financial Partners
Utah
$303K +$23.5K +751 +9%
OC
382
Optima Capital
Oregon
$298K +$656 +21 +0.2%
IWC
383
Infinity Wealth Counsel
Ohio
$293K +$3.12K +100 +1%
FCM
384
Fortis Capital Management
Washington
$291K -$20.9K -670 -7%
APC
385
Aspire Private Capital
North Carolina
$276K +$6.15K +197 +2%
SAI
386
Savvy Advisors Inc
New York
$275K -$13.4K -428 -5%
FFG
387
First Financial Group
North Carolina
$274K +$269K +8,621 New
LCM
388
Liberty Capital Management
Michigan
$274K +$32.9K +1,053 +14%
DC
389
Davenport & Co
Virginia
$272K – – –
HW
390
Hancock Whitney
Mississippi
$271K +$19.5K +623 +8%
APG
391
Abacus Planning Group
South Carolina
$270K – – –
TSWM
392
Triangle Securities Wealth Management
North Carolina
$269K +$21.8K +699 +9%
HF
393
HRT Financial
New York
$269K +$265K +8,478 New
AIM
394
Acropolis Investment Management
Missouri
$268K – – –
TFP
395
Triune Financial Partners
Kansas
$256K – – –
PNC Financial Services Group
396
PNC Financial Services Group
Pennsylvania
$255K +$35.8K +1,147 +17%
AFGAS
397
Allegiance Financial Group Advisory Services
Virginia
$253K +$687 +22 +0.3%
CCA
398
Clarity Capital Advisors
Florida
$247K +$1.09K +35 +0.5%
WMA
399
William Mack & Associates
Michigan
$247K – – –
BFG
400
Berger Financial Group
Minnesota
$245K -$2.78K -89 -1%