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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
151
Richardson Capital Management
Wisconsin
$5.15M +$5.12M +144,959 +7,523%
KCWM
152
Kane Co Wealth Management
Iowa
$5.09M +$269K +7,603 +6%
FFM
153
Forum Financial Management
Illinois
$5.03M +$111K +3,129 +2%
DI
154
Disciplined Investors
Texas
$5M +$743K +21,027 +17%
LFA
155
Level Financial Advisors
New York
$4.85M +$443K +12,537 +10%
MWM
156
Melfa Wealth Management
Massachusetts
$4.78M +$604K +17,097 +14%
FA
157
Fermata Advisors
California
$4.78M -$118K -3,347 -2%
CCA
158
Cravens & Co Advisors
Tennessee
$4.77M +$3.75K +106 +0.1%
SC
159
Schoolcraft Capital
Colorado
$4.74M +$76.3K +2,158 +2%
HIGP
160
Hill Investment Group Partners
Missouri
$4.72M +$3.39K +96 +0.1%
ICMP
161
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.71M +$618K +17,474 +15%
FS
162
Financial Symmetry
North Carolina
$4.68M +$529K +14,961 +14%
TAWM
163
Three Arch Wealth Management
California
$4.61M -$560K -15,859 -11%
VFG
164
V2 Financial group
Illinois
$4.48M +$152K +4,308 +3%
BW
165
BIP Wealth
Georgia
$4.46M +$1.03M +29,006 +30%
QC
166
Quent Capital
New York
$4.46M +$319K +9,014 +8%
EWA
167
EverSource Wealth Advisors
Alabama
$4.36M +$718K +20,317 +20%
SWG
168
Summit Wealth Group
Vermont
$4.32M +$132K +3,742 +3%
SF
169
Summit Financial
New Jersey
$4.23M +$4.26M +120,664 New
NL
170
NKCFO LLC
Illinois
$4.2M +$1.11M +31,300 +35%
SFM
171
Signet Financial Management
New Jersey
$4.19M -$99K -2,801 -2%
SWGC
172
Summit Wealth Group (Colorado)
Colorado
$4.11M -$207K -5,857 -5%
UBS Group
173
UBS Group
Switzerland
$4.02M +$4.04M +114,452 +57,226%
SIMC
174
Squire Investment Management Company
Utah
$4M +$595K +16,846 +17%
BTI
175
Blue Trust Inc
Georgia
$3.98M +$609K +17,233 +18%