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icono de DFCF

Dimensional Core Fixed Income ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
RFP
101
RCS Financial Planning
Maryland
USD 17.5 M +USD 74 k +1,751 +0.4%
VWWMG
102
Vermillion & White Wealth Management Group
Pennsylvania
USD 17.3 M +USD 351 k +8,304 +2%
RWM
103
Riverchase Wealth Management
Texas
USD 17.2 M +USD 575 k +13,603 +3%
CSB
104
City State Bank
Iowa
USD 16.6 M +USD 1.05 M +24,848 +7%
WUW
105
Wheels Up Wealth
California
USD 16.4 M +USD 1.21 M +28,537 +8%
Modera Wealth Management
106
Modera Wealth Management
New Jersey
USD 16.3 M +USD 7.71 M +182,312 +89%
BHWA
107
Beacon Harbor Wealth Advisors
Virginia
USD 16.2 M +USD 7.87 M +186,118 +91%
Sequoia Financial Advisors
108
Sequoia Financial Advisors
Ohio
USD 16.1 M -USD 2.05 M -48,500 -11%
Rational Advisors
109
Rational Advisors
New York
USD 16 M +USD 401 k +9,479 +3%
MWP
110
Meredith Wealth Planning
Illinois
USD 15.9 M +USD 1.07 M +25,289 +7%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
USD 15.8 M +USD 2.2 M +51,955 +16%
BP
112
BWM Planning
Texas
USD 15.6 M +USD 1.26 M +29,803 +9%
HB Wealth Management
113
HB Wealth Management
Georgia
USD 15.2 M +USD 4.47 M +105,785 +42%
C1AG
114
Client 1st Advisory Group
Florida
USD 15.2 M +USD 440 k +10,415 +3%
JWM
115
Johnson Wealth Management
North Dakota
USD 15.1 M +USD 1.7 M +40,245 +13%
EP Wealth Advisors
116
EP Wealth Advisors
California
USD 14.8 M +USD 489 k +11,564 +3%
FS
117
Financial Symmetry
North Carolina
USD 14.8 M +USD 675 k +15,966 +5%
IMA Advisory Services
118
IMA Advisory Services
Colorado
USD 14.8 M +USD 14.8 M +349,716 Nuevas
Park Avenue Securities
119
Park Avenue Securities
New York
USD 14.7 M +USD 4.1 M +97,036 +39%
Mattern Wealth Management
120
Mattern Wealth Management
Kansas
USD 14.7 M +USD 182 k +4,314 +1%
XY Planning Network
121
XY Planning Network
Montana
USD 14.6 M +USD 1.54 M +36,401 +12%
KPP
122
Kings Path Partners
Texas
USD 14.5 M +USD 765 k +18,098 +6%
LFGO
123
Legacy Financial Group (Oklahoma)
Oklahoma
USD 14.5 M +USD 391 k +9,255 +3%
IA
124
Integrity Alliance
Iowa
USD 14.4 M -USD 1.35 M -31,854 -9%
Vestmark Advisory Solutions
125
Vestmark Advisory Solutions
Massachusetts
USD 14.2 M – – –