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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
151
Level Financial Advisors
New York
$2.5M +$328K +10,370 +15%
LWM
152
LJI Wealth Management
Indiana
$2.44M +$144K +4,537 +6%
SFG
153
SNS Financial Group
Minnesota
$2.44M +$17.4K +548 +0.7%
LFGO
154
Legacy Financial Group (Oklahoma)
Oklahoma
$2.37M +$114K +3,593 +5%
TWCA
155
Two West Capital Advisors
Kansas
$2.37M +$272K +8,576 +13%
VFG
156
V2 Financial group
Illinois
$2.29M +$43.3K +1,368 +2%
CA
157
Clune & Associates
Illinois
$2.28M +$2.35M +74,072 New
DT
158
Diversified Trust
Tennessee
$2.23M -$103K -3,254 -4%
Wealthfront Advisers
159
Wealthfront Advisers
California
$2.23M +$450K +14,227 +24%
MWG
160
Martin Worley Group
Utah
$2.22M +$2.28M +71,966 New
KWA
161
Kingswood Wealth Advisors
California
$2.16M +$1.59M +50,133 +251%
Goldman Sachs
162
Goldman Sachs
New York
$2.14M +$41.6K +1,314 +2%
MWM
163
Mattern Wealth Management
Kansas
$2.13M +$326K +10,280 +17%
Truist Financial
164
Truist Financial
North Carolina
$2.12M -$486K -15,359 -18%
AA
165
Advisory Alpha
Michigan
$2.12M +$100K +3,167 +5%
OWA
166
Oak Wealth Advisors
Illinois
$2.09M +$2.15M +67,984 New
RCAG
167
Rehmann Capital Advisory Group
Michigan
$2.09M +$89.5K +2,827 +4%
TWD
168
True Wealth Design
Ohio
$2.04M -$406K -12,835 -16%
GPWM
169
Grant Private Wealth Management
California
$2.02M +$2.07M +65,513 New
CFGA
170
Cambridge Financial Group (Arizona)
Arizona
$2.01M +$157K +4,958 +8%
AFG
171
Altiora Financial Group
Ohio
$1.96M +$9.66K +305 +0.5%
Two Sigma Investments
172
Two Sigma Investments
New York
$1.96M +$2.01M +63,600 New
FWP
173
Firethorn Wealth Partners
Georgia
$1.93M -$60.5K -1,910 -3%
NWM
174
Northwest Wealth Management
Iowa
$1.89M +$108K +3,397 +6%
BEW
175
Burton Enright Welch
California
$1.87M +$271K +8,551 +16%