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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
126
Firethorn Wealth Partners
Georgia
$1.75M +$574K +20,126 +53%
SAG
127
SageView Advisory Group
California
$1.7M -$23.4K -821 -1%
FFA
128
Farther Finance Advisors
California
$1.68M +$18.4K +646 +1%
BTI
129
Blue Trust Inc
Georgia
$1.66M +$398K +13,960 +34%
FA
130
Fermata Advisors
California
$1.66M +$269K +9,449 +21%
PFA
131
Pettinga Financial Advisors
Indiana
$1.61M +$144K +5,040 +10%
AA
132
Ancora Advisors
Ohio
$1.61M +$742K +26,003 +95%
RGC
133
Roberts, Glore & Co
Illinois
$1.54M +$212K +7,450 +17%
Betterment LLC
134
Betterment LLC
New York
$1.54M +$171K +5,991 +13%
AF
135
Allworth Financial
California
$1.52M -$377K -13,204 -21%
CFO
136
Collective Family Office
Pennsylvania
$1.51M +$21.5K +754 +2%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$1.5M +$583K +20,458 +70%
MWA
138
Monograph Wealth Advisors
California
$1.42M +$257 +9 +0%
IAG
139
Investmark Advisory Group
Connecticut
$1.41M +$42.5K +1,489 +3%
PWIA
140
Porter White Investment Advisors
Alabama
$1.39M +$98.7K +3,462 +8%
LCM
141
Liberty Capital Management
Michigan
$1.37M +$3.54K +124 +0.3%
Citadel Advisors
142
Citadel Advisors
Florida
$1.37M +$1.29M +45,376 New
FNBT
143
FineMark National Bank & Trust
Florida
$1.34M +$160K +5,600 +14%
EP
144
Eudaimonia Partners
Tennessee
$1.33M +$53.3K +1,870 +4%
TIM
145
Tortoise Investment Management
New York
$1.32M +$22.6K +792 +2%
HWM
146
Hemington Wealth Management
Virginia
$1.31M +$1.24M +43,626 New
D.E. Shaw & Co
147
D.E. Shaw & Co
New York
$1.3M +$1.23M +43,191 New
GTAM
148
Global Trust Asset Management
Florida
$1.28M +$37.8K +1,326 +3%
SC
149
Schubert & Co
Texas
$1.23M +$68.7K +2,408 +6%
Renaissance Technologies
150
Renaissance Technologies
New York
$1.21M +$539K +18,900 +89%