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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
EFA
101
Efficient Frontier Advisors
Connecticut
$4.59M – – –
SC
102
Schoolcraft Capital
Colorado
$4.36M -$34.1K -1,138 -0.8%
HWM
103
Hemington Wealth Management
Virginia
$4.29M +$1.99M +66,283 +88%
TCOTS
104
Trust Company of the South
North Carolina
$4.22M +$472K +15,754 +13%
AA
105
Ancora Advisors
Ohio
$3.98M +$483K +16,107 +14%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$3.94M +$607K +20,268 +19%
DWS
107
Discipline Wealth Solutions
South Carolina
$3.68M +$585K +19,506 +20%
FFA
108
Farther Finance Advisors
California
$3.67M +$1.81M +60,558 +104%
CF
109
Corrigan Financial
Rhode Island
$3.67M +$531K +17,701 +17%
Stifel Financial
110
Stifel Financial
Missouri
$3.64M -$32.8K -1,093 -0.9%
KAM
111
KEB Asset Management
Illinois
$3.54M +$40.5K +1,353 +1%
AIS
112
American Investment Services
Massachusetts
$3.5M -$206K -6,857 -6%
CCA
113
Cravens & Co Advisors
Tennessee
$3.46M -$24K -801 -0.7%
ACP
114
Aviance Capital Partners
Florida
$3.28M +$630K +21,035 +25%
MFA
115
McClarren Financial Advisors
Pennsylvania
$3.27M +$443K +14,774 +2,446%
LF
116
Lantz Financial
Illinois
$3.18M +$638K +21,301 +26%
VPWA
117
Vestia Personal Wealth Advisors
Indiana
$3.01M +$396K +13,228 +16%
FA
118
Fermata Advisors
California
$2.97M +$545K +18,201 +23%
GCA
119
Gradient Capital Advisors
California
$2.87M +$669K +22,332 +31%
LG
120
LAM Group
Oregon
$2.85M -$39.3K -1,310 -1%
IWC
121
Integrated Wealth Concepts
Massachusetts
$2.74M +$1.08K +36 +0%
Financial Engines Advisors
122
Financial Engines Advisors
California
$2.74M -$40.2K -1,342 -1%
FS
123
Financial Symmetry
North Carolina
$2.68M +$129K +4,288 +5%
CFO
124
Collective Family Office
Pennsylvania
$2.63M +$944K +31,489 +58%
SHFA
125
SC&H Financial Advisors
Maryland
$2.61M +$102K +3,392 +4%