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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
EK
126
Evensky & Katz
Florida
$2.14M +$3.02K +104 +0.1%
RW
127
REDW Wealth
New Mexico
$2.11M +$1.51M +51,994 +243%
GCA
128
Gradient Capital Advisors
California
$2.04M +$248K +8,554 +14%
PFA
129
Pettinga Financial Advisors
Indiana
$2.02M +$487K +16,766 +31%
QFA
130
Quantum Financial Advisors
California
$1.96M +$95.2K +3,280 +5%
Renaissance Technologies
131
Renaissance Technologies
New York
$1.95M +$804K +27,700 +69%
LFGO
132
Legacy Financial Group (Oklahoma)
Oklahoma
$1.95M +$187K +6,445 +10%
FWP
133
Firethorn Wealth Partners
Georgia
$1.92M +$242K +8,354 +14%
AA
134
Advisory Alpha
Michigan
$1.81M -$2.38M -82,015 -57%
TWCA
135
Two West Capital Advisors
Kansas
$1.79M +$1.8M +62,197 New
Wealthfront Advisers
136
Wealthfront Advisers
California
$1.76M +$720K +24,800 +68%
QC
137
Quent Capital
New York
$1.75M +$773K +26,630 +78%
DWM
138
Dopkins Wealth Management
New York
$1.73M +$50.4K +1,736 +3%
MFT
139
Moisand Fitzgerald Tamayo
Florida
$1.73M -$1.42K -49 -0.1%
AFG
140
Altiora Financial Group
Ohio
$1.71M +$1.25M +43,027 +265%
Betterment LLC
141
Betterment LLC
New York
$1.69M +$219K +7,548 +15%
FFA
142
Farther Finance Advisors
California
$1.67M +$57.8K +1,991 +4%
BTI
143
Blue Trust Inc
Georgia
$1.66M – – –
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$1.64M +$507K +17,476 +44%
RCAG
145
Rehmann Capital Advisory Group
Michigan
$1.63M +$197K +6,798 +14%
SAG
146
SageView Advisory Group
California
$1.63M -$4.47K -154 -0.3%
MWM
147
Mattern Wealth Management
Kansas
$1.6M +$772K +26,592 +91%
LFA
148
Level Financial Advisors
New York
$1.57M +$543K +18,696 +52%
RGC
149
Roberts, Glore & Co
Illinois
$1.57M +$97.3K +3,353 +7%
CFO
150
Collective Family Office
Pennsylvania
$1.55M +$105K +3,627 +7%