我們已在上線! 進一步了解
DFAS圖示

U.S. Small Cap Portfolio ETF Class Shares

名稱 持股 交易金額 股數
變動
持股
變動
Creative Planning
1
Creative Planning
Kansas
US$15.5億 +US$1.64億 +2,456,531 +12%
Northern Trust
2
Northern Trust
Illinois
US$5.53億 +US$1535萬 +229,914 +3%
Bank of America
3
Bank of America
North Carolina
US$4.52億 +US$2622萬 +392,795 +6%
Index Fund Advisors
4
Index Fund Advisors
California
US$4.01億 +US$206萬 +30,872 +0.5%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
US$2.33億 +US$2229萬 +333,978 +11%
Pure Financial Advisors
6
Pure Financial Advisors
California
US$2.02億 +US$1051萬 +157,434 +6%
TCI Wealth Advisors
7
TCI Wealth Advisors
Arizona
US$1.68億 +US$554萬 +83,050 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
US$1.1億 -US$5753萬 -861,962 -35%
Plancorp LLC
9
Plancorp LLC
Missouri
US$9074萬 -US$272萬 -40,811 -3%
Midwest Trust
10
Midwest Trust
Kansas
US$8924萬 -US$3804萬 -569,840 -30%
Savant Capital
11
Savant Capital
Illinois
US$8769萬 -US$232萬 -34,765 -3%
Premier Financial Group
12
Premier Financial Group
California
US$7903萬 +US$20.5萬 +3,067 +0.3%
First Command Advisory Services
13
First Command Advisory Services
Texas
US$7885萬 -US$453萬 -67,855 -6%
Washington Trust Bank
14
Washington Trust Bank
Washington
US$7871萬 +US$2414萬 +361,707 +46%
Evanson Asset Management
15
Evanson Asset Management
California
US$7852萬 +US$448萬 +67,131 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
US$7348萬 +US$723萬 +108,303 +11%
Root Financial Partners
17
Root Financial Partners
California
US$6670萬 +US$2770萬 +415,058 +74%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
US$6668萬 +US$618萬 +92,575 +11%
HighTower Advisors
19
HighTower Advisors
Illinois
US$6622萬 +US$118萬 +17,614 +2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
US$6537萬 -US$412萬 -61,731 -6%
Moisand Fitzgerald Tamayo
21
Moisand Fitzgerald Tamayo
Florida
US$6535萬 +US$3.65萬 +547 +0.1%
Sageworth Trust
22
Sageworth Trust
Pennsylvania
US$6500萬 -US$96.5萬 -14,462 -2%
Confluence Wealth Services
23
Confluence Wealth Services
Pennsylvania
US$6474萬 +US$407萬 +60,950 +7%
Great Waters Wealth Management
24
Great Waters Wealth Management
Minnesota
US$6385萬 +US$352萬 +52,767 +6%
UBS Group
25
UBS Group
Switzerland
US$5950萬 +US$343萬 +51,376 +6%