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icono de DFEM

Dimensional Emerging Markets Core Equity 2 ETF
DFEM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Forum Financial Management
1
Forum Financial Management
Illinois
USD 403 M -USD 19.7 M -749,866 -5%
Corient Private Wealth
2
Corient Private Wealth
Florida
USD 146 M +USD 10.5 M +398,975 +8%
Truepoint Inc
3
Truepoint Inc
Ohio
USD 113 M +USD 4.09 M +155,933 +4%
HighTower Advisors
4
HighTower Advisors
Illinois
USD 106 M +USD 1.98 M +75,491 +2%
Buckingham Strategic Wealth
5
Buckingham Strategic Wealth
Missouri
USD 106 M +USD 20.5 M +783,290 +25%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 91.9 M +USD 19.1 M +730,004 +27%
Parcion Private Wealth
7
Parcion Private Wealth
Washington
USD 65.5 M -USD 26.9 M -1,027,079 -30%
Heritage Financial Services
8
Heritage Financial Services
Massachusetts
USD 60 M +USD 1.61 M +61,331 +3%
Asset Dedication LLC
9
Asset Dedication LLC
California
USD 58.9 M +USD 4.11 M +156,787 +8%
Evensky & Katz
10
Evensky & Katz
Florida
USD 58.7 M +USD 1.86 M +70,948 +3%
Carlson Capital Management
11
Carlson Capital Management
Minnesota
USD 53.9 M +USD 1.81 M +68,992 +4%
Forvis Mazars Wealth Advisors
12
Forvis Mazars Wealth Advisors
Missouri
USD 50.6 M +USD 1.1 M +41,897 +2%
Jane Street
13
Jane Street
New York
USD 49.5 M +USD 3.33 M +126,948 +7%
RW Investment Management
14
RW Investment Management
Idaho
USD 44.9 M +USD 1.21 M +46,092 +3%
Hill Investment Group Partners
15
Hill Investment Group Partners
Missouri
USD 42 M +USD 1.1 M +42,094 +3%
Total Wealth Planning
16
Total Wealth Planning
Ohio
USD 39.4 M +USD 2.45 M +93,360 +7%
JMG Financial Group
17
JMG Financial Group
Illinois
USD 35.4 M +USD 3.75 M +143,055 +12%
Savant Capital
18
Savant Capital
Illinois
USD 34.8 M +USD 17.4 M +662,455 +104%
LPL Financial
19
LPL Financial
California
USD 34.4 M +USD 7.96 M +303,741 +31%
Oakwell Private Wealth Management
20
Oakwell Private Wealth Management
Texas
USD 31.8 M +USD 2.49 M +94,857 +9%
AWM Capital
21
AWM Capital
Arizona
USD 31.8 M +USD 1.55 M +58,993 +5%
EnRich Financial Partners
22
EnRich Financial Partners
Wisconsin
USD 29.1 M +USD 605 k +23,094 +2%
Sequoia Financial Advisors
23
Sequoia Financial Advisors
Ohio
USD 29 M +USD 3.11 M +118,671 +12%
MFC
24
Miramar Fiduciary Corp
Nevada
USD 28.9 M -USD 5.14 M -196,250 -15%
Apella Capital
25
Apella Capital
Connecticut
USD 28 M +USD 2.77 M +105,849 +12%
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