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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
76
True Wealth Design
Ohio
$2.97M +$149K +5,634 +5%
WP
77
WealthSource Partners
California
$2.61M -$31.2K -1,183 -1%
CCA
78
Cravens & Co Advisors
Tennessee
$2.57M +$46.5K +1,762 +2%
LG
79
LAM Group
Oregon
$2.55M +$62.1K +2,353 +2%
Stifel Financial
80
Stifel Financial
Missouri
$2.35M +$753K +28,534 +44%
LNC
81
Lincoln National Corp
Pennsylvania
$2.27M +$881K +33,397 +59%
SHFA
82
SC&H Financial Advisors
Maryland
$2.15M +$130K +4,918 +6%
ACP
83
Aviance Capital Partners
Florida
$2.1M +$2.19M +83,047 New
LWM
84
LJI Wealth Management
Indiana
$2.05M +$324K +12,292 +18%
API
85
Advisor Partners II
California
$2M -$4.22K -160 -0.2%
AIS
86
American Investment Services
Massachusetts
$2M +$303K +11,488 +17%
SFG
87
SNS Financial Group
Minnesota
$1.97M +$20.1K +763 +1%
Two Sigma Investments
88
Two Sigma Investments
New York
$1.89M +$1.96M +74,400 New
NSG
89
Nalls Sherbakoff Group
Tennessee
$1.83M +$157K +5,957 +9%
EK
90
Evensky & Katz
Florida
$1.76M -$50.8K -1,924 -3%
AFS
91
Annapolis Financial Services
Maryland
$1.68M +$508K +19,266 +41%
ME
92
McIlrath & Eck
Washington
$1.66M +$1.1M +41,859 +176%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$1.65M +$405K +15,343 +31%
SWM
94
Soundmark Wealth Management
Washington
$1.61M +$318K +12,039 +23%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$1.57M +$203K +7,687 +14%
GCA
96
Gradient Capital Advisors
California
$1.51M +$364K +13,807 +30%
SAG
97
SageView Advisory Group
California
$1.47M +$26.3K +998 +2%
FFA
98
Farther Finance Advisors
California
$1.45M +$78K +2,957 +5%
FPAS
99
Focus Partners Advisor Solutions
Missouri
$1.45M +$75.5K +2,860 +5%
OIA
100
OneDigital Investment Advisors
Kansas
$1.39M +$511K +19,368 +54%