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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EQ Wealth Advisors
Texas
$6.06M +$1.11M +36,755 +21%
BPA
102
Beacon Pointe Advisors
California
$6M +$574K +18,976 +10%
ME
103
McIlrath & Eck
Washington
$5.94M +$548K +18,122 +9%
FWMP
104
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$5.88M +$1.19M +39,334 +23%
KAM
105
KEB Asset Management
Illinois
$5.84M +$2.6M +85,776 +70%
PWM
106
PBMares Wealth Management
Virginia
$5.72M +$310K +10,255 +5%
TIM
107
Tortoise Investment Management
New York
$5.55M +$854K +28,207 +17%
Stifel Financial
108
Stifel Financial
Missouri
$5.48M +$2.36M +77,865 +67%
ACP
109
Aveo Capital Partners
Colorado
$5.39M +$354K +11,684 +6%
SC
110
Scratch Capital
Idaho
$5.33M +$4.73M +156,306 +474%
HFA
111
Hippocratic Financial Advisors
California
$4.9M +$607K +20,074 +13%
PFM
112
Phillips Financial Management
Indiana
$4.88M +$118K +3,886 +2%
FFA
113
Farther Finance Advisors
California
$4.79M +$1.68M +55,623 +49%
CF
114
Corrigan Financial
Rhode Island
$4.56M +$990K +32,707 +25%
AA
115
Ancora Advisors
Ohio
$4.48M +$497K +16,415 +12%
KW
116
Keyvantage Wealth
Pennsylvania
$4.46M +$4.51M +149,128 +1,614%
SC
117
Schoolcraft Capital
Colorado
$4.42M +$416K +13,764 +10%
VPF
118
Vantage Point Financial
Illinois
$4.31M +$734K +24,243 +19%
VPWA
119
Vestia Personal Wealth Advisors
Indiana
$4.22M +$1.06M +35,009 +30%
EFA
120
Efficient Frontier Advisors
Connecticut
$4.19M – – –
PFA
121
Pillar Financial Advisors
Kentucky
$3.96M +$550K +18,189 +15%
PS
122
Pinney & Scofield
Massachusetts
$3.93M +$1.03M +33,910 +32%
GCA
123
Gradient Capital Advisors
California
$3.92M +$740K +24,442 +21%
SFM
124
Signet Financial Management
New Jersey
$3.92M -$788K -26,028 -16%
FA
125
Fermata Advisors
California
$3.82M +$244K +8,053 +6%