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DFSV

U.S. Small Cap Value Portfolio ETF Class Shares
DFSV

Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
176
Well Done LLC
Michigan
$565K +$504K +19,418 New
GJIA
177
Glass Jacobson Investment Advisors
Maryland
$561K -$19.9K -768 -4%
GLLW
178
Graves Light Lenhart Wealth
Virginia
$542K +$51.3K +1,978 +12%
MA
179
Mutual Advisors
Nebraska
$533K +$66.7K +2,571 +16%
WRPWM
180
Werba Rubin Papier Wealth Management
California
$524K +$82.1K +3,165 +21%
KAM
181
Kraft Asset Management
Tennessee
$517K +$460K +17,742 New
AFP
182
Ausdal Financial Partners
Iowa
$511K -$1.82K -70 -0.4%
WP
183
WMS Partners
Maryland
$498K +$34.3K +1,321 +8%
WCWM
184
Willow Creek Wealth Management
California
$475K -$91.9K -3,540 -18%
KWM
185
Keebeck Wealth Management
Illinois
$473K +$421K +16,230 New
SC
186
Shearwater Capital
Colorado
$461K +$28.5K +1,100 +7%
MWM
187
Mission Wealth Management
California
$452K +$67.7K +2,610 +20%
TWA
188
TCI Wealth Advisors
Arizona
$450K +$4.23K +163 +1%
HA
189
Hanover Advisors
South Carolina
$431K +$384K +14,786 New
HWMT
190
Heritage Wealth Management (Texas)
Texas
$426K +$380K +14,644 New
MSF
191
Mustard Seed Financial
Arkansas
$422K +$376K +14,476 New
CPWM
192
Cypress Point Wealth Management
Texas
$412K +$367K +14,153 New
SS
193
Simplicity Solutions
Minnesota
$405K +$2.08K +80 +0.6%
RWM
194
Ruedi Wealth Management
Illinois
$403K -$41.8K -1,611 -10%
KSWA
195
Kathleen S. Wright Associates
Pennsylvania
$403K +$2.6K +100 +0.7%
RWM
196
Rockwood Wealth Management
Pennsylvania
$391K +$349K +13,431 New
BIG
197
Builder Investment Group
Georgia
$389K +$129K +4,976 +59%
EP
198
Essential Planning
New Hampshire
$369K +$329K +12,662 New
GAM
199
Gemmer Asset Management
California
$350K +$1.22K +47 +0.4%
JIC
200
Joel Isaacson & Co
New York
$349K +$1.19K +46 +0.4%
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