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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$12.4M +$1.63M +52,328 +15%
GP
77
Greenline Partners
New York
$12.3M +$242K +7,754 +2%
Mariner
78
Mariner
Kansas
$11.6M +$112K +3,570 +1%
TFA
79
Tobias Financial Advisors
Florida
$11.6M +$2.29M +73,188 +25%
NWM
80
Navigoe Wealth Management
California
$11.3M +$938K +30,009 +9%
SC
81
Scratch Capital
Idaho
$11.2M +$794K +25,408 +8%
RA
82
RFG Advisory
Alabama
$10.9M +$378K +12,111 +4%
WFA
83
Woodward Financial Advisors
North Carolina
$10.7M +$219K +7,003 +2%
FWMP
84
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$10.6M +$2.32M +74,192 +29%
MPCL
85
My Personal CFO LLC
Washington
$10.6M +$10.4M +333,662 New
KAM
86
KEB Asset Management
Illinois
$10.6M +$4.87K +156 +0%
Financial Engines Advisors
87
Financial Engines Advisors
California
$10.5M +$525K +16,792 +5%
PA
88
Pinnacle Associates
New York
$10.5M – – –
PWMAG
89
Pinnacle Wealth Management Advisory Group
New Jersey
$10.5M – – –
AFA
90
Avant Financial Advisors
Texas
$10.4M +$483K +15,464 +5%
FIM
91
Freedom Investment Management
Connecticut
$10.1M -$766K -24,522 -7%
KAS
92
Kestra Advisory Services
Texas
$10.1M +$377K +12,053 +4%
AF
93
Advisornet Financial
Minnesota
$10M +$138K +4,415 +1%
RFP
94
RCS Financial Planning
Maryland
$9.84M +$92.9K +2,973 +1%
AHL
95
Abel Hall LLC
Louisiana
$9.78M +$851K +27,235 +10%
PWM
96
PBMares Wealth Management
Virginia
$9.71M +$1.55M +49,686 +19%
FAG
97
Financial Architects (Georgia)
Georgia
$9.69M +$201K +6,445 +2%
PL
98
Plancorp LLC
Missouri
$9.69M +$527K +16,875 +6%
BCI
99
Brinker Capital Investments
Pennsylvania
$9.53M +$401K +12,832 +4%
BAM
100
BOS Asset Management
Illinois
$9.42M +$259K +8,290 +3%
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