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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
476
VSM Wealth Advisory
Maryland
$88.9K – – –
SWM
477
SHP Wealth Management
Massachusetts
$85.3K +$83.4K +2,592 New
GEA
478
Glen Eagle Advisors
New Jersey
$74K – – –
SA
479
Seneschal Advisors
Washington
$71.4K +$3.92K +122 +6%
HWA
480
HHM Wealth Advisors
Tennessee
$70.3K +$68.7K +2,136 New
DCM
481
Davidson Capital Management
Texas
$69.2K +$67.7K +2,105 New
TLA
482
Tanglewood Legacy Advisors
Texas
$66.9K – – –
MEG
483
Millstone Evans Group
Colorado
$65.6K +$5.95K +185 +10%
CA
484
CoreCap Advisors
Michigan
$64K +$32 +1 +0.1%
RCM
485
Richardson Capital Management
Wisconsin
$63.4K +$62K +1,927 New
PPL
486
Planning Project LLC
Texas
$62K +$60.6K +1,884 New
MFC
487
Morris Financial Concepts
South Carolina
$61K +$2.32K +72 +4%
OC
488
Oakworth Capital
Alabama
$57.9K – – –
DF
489
DecisionPoint Financial
Arizona
$57.1K +$3.79K +118 +7%
CMP
490
Coston McIsaac & Partners
Maine
$55K +$32.9K +1,023 +154%
RPA
491
Redwood Park Advisors
California
$46.7K +$193 +6 +0.4%
AAP
492
Arax Advisory Partners
Colorado
$43.6K +$42.7K +1,327 New
SIS
493
Sound Income Strategies
Florida
$43.6K +$40.1K +1,248 New
BNA
494
BankChampaign National Association
Illinois
$41.6K +$385K +11,966 New
US Bancorp
495
US Bancorp
Minnesota
$40K +$6.3K +196 +19%
Comerica Bank
496
Comerica Bank
Texas
$39.8K -$225 -7 -0.6%
BGWM
497
Bridge Generations Wealth Management
Florida
$36.5K – – –
AI
498
Atomic Invest
New York
$33.7K +$32.6K +1,015 New
1CP
499
1015 Capital Partners
Pennsylvania
$32.9K +$32.2K +1,000 New
SWP
500
Strategic Wealth Partners
Ohio
$32.8K -$116K -3,601 -78%