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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
VPF
126
Vantage Point Financial
Illinois
$5.28M +$33.7K +1,079 +0.7%
DWS
127
Discipline Wealth Solutions
South Carolina
$4.93M +$387K +12,374 +9%
MAM
128
Marquette Asset Management
Minnesota
$4.93M -$1.28K -41 -0%
BH
129
Burk Holdings
Oklahoma
$4.83M +$34.2K +1,095 +0.7%
PWP
130
Parkwoods Wealth Partners
New York
$4.72M +$3.85M +123,322 +493%
AIS
131
American Investment Services
Massachusetts
$4.69M +$342K +10,956 +8%
FFM
132
Forum Financial Management
Illinois
$4.51M -$797K -25,525 -15%
LF
133
Lantz Financial
Illinois
$4.43M +$367K +11,733 +9%
ACP
134
Aviance Capital Partners
Florida
$4.31M +$98.5K +3,153 +2%
CCA
135
Cravens & Co Advisors
Tennessee
$4.31M +$102K +3,257 +2%
HIGP
136
Hill Investment Group Partners
Missouri
$4.28M +$9.25K +296 +0.2%
FA
137
Fermata Advisors
California
$4.24M -$117K -3,740 -3%
XPN
138
XY Planning Network
Montana
$4.21M – – –
SFA
139
Sequoia Financial Advisors
Ohio
$4.19M +$3.21M +102,742 +356%
SCA
140
Strathmore Capital Advisors
North Carolina
$4.16M +$218K +6,983 +6%
SC
141
Schoolcraft Capital
Colorado
$4.14M -$99.2K -3,175 -2%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$4.14M +$46.9K +1,502 +1%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$4.1M +$214K +6,845 +6%
SFM
144
Signet Financial Management
New Jersey
$3.96M -$92.3K -2,954 -2%
Two Sigma Investments
145
Two Sigma Investments
New York
$3.96M +$3.88M +124,300 New
SWG
146
Summit Wealth Group
Vermont
$3.91M +$171K +5,459 +5%
AA
147
Advisory Alpha
Michigan
$3.87M +$288K +9,218 +8%
C1AG
148
Client 1st Advisory Group
Florida
$3.84M +$809K +25,911 +27%
DI
149
Disciplined Investors
Texas
$3.75M +$31.6K +1,011 +0.9%
MWM
150
McMill Wealth Management
Nebraska
$3.74M +$566K +18,108 +18%