We are live on ! Find out more
DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Brainard Capital Management
Texas
$424K +$19.3K +735 +5%
AFS
127
Annapolis Financial Services
Maryland
$405K +$356K +13,593 +515%
AFGAS
128
Allegiance Financial Group Advisory Services
Virginia
$404K +$472 +18 +0.1%
FPIS
129
Financial Planning & Information Services
Wisconsin
$392K +$20.2K +769 +5%
QHA
130
Quarry Hill Advisors
Minnesota
$386K +$79 +3 +0%
TWA
131
TCI Wealth Advisors
Arizona
$385K +$17.6K +670 +5%
EWA
132
EP Wealth Advisors
California
$373K -$7.9M -301,574 -99%
BIP
133
Blueprint Investment Partners
North Carolina
$370K +$389K +14,828 New
AAS
134
Avantax Advisory Services
Texas
$336K +$354K +13,489 New
RCAG
135
Rehmann Capital Advisory Group
Michigan
$320K +$336K +12,833 New
GLLW
136
Graves Light Lenhart Wealth
Virginia
$318K – – –
EIA
137
Eldridge Investment Advisors
New Hampshire
$316K +$332K +12,669 New
Wells Fargo
138
Wells Fargo
California
$306K +$322K +12,284 New
AC
139
AWM Capital
Arizona
$303K +$318K +12,140 New
FWM
140
FMB Wealth Management
California
$297K +$38.7K +1,475 +14%
GAM
141
Gemmer Asset Management
California
$296K +$311K +11,871 New
BEW
142
Burton Enright Welch
California
$295K +$310K +11,840 New
FPAS
143
Focus Partners Advisor Solutions
Missouri
$278K +$292K +11,156 New
RGC
144
Roberts, Glore & Co
Illinois
$278K +$31.2K +1,190 +12%
MFA
145
McClarren Financial Advisors
Pennsylvania
$277K +$84K +3,207 +39%
SC
146
Shearwater Capital
Colorado
$275K +$63.6K +2,427 +28%
SPC
147
Sigma Planning Corp
Michigan
$261K +$25.4K +971 +10%
MWM
148
Mission Wealth Management
California
$255K +$268K +10,243 New
MML Investors Services
149
MML Investors Services
Massachusetts
$246K +$258K +9,858 New
TLA
150
Tanglewood Legacy Advisors
Texas
$236K +$248K +9,469 New