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icono de DFGP

Dimensional Global Core Plus Fixed Income ETF
DFGP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Forum Financial Management
1
Forum Financial Management
Illinois
USD 371 M +USD 14.5 M +267,318 +4%
MASECO Private Wealth
2
MASECO Private Wealth
USD 224 M +USD 14 M +257,087 +7%
Symmetry Partners
3
Symmetry Partners
Connecticut
USD 136 M -USD 2.28 M -41,962 -2%
VBA
4
von Borstel & Associates
Oregon
USD 88 M +USD 4.94 M +90,718 +6%
Beacon Pointe Advisors
5
Beacon Pointe Advisors
California
USD 63.7 M -USD 771 k -14,160 -1%
WPWealth
6
WPWealth
Texas
USD 58.6 M -USD 6.06 M -111,346 -9%
RWM
7
Ruedi Wealth Management
Illinois
USD 57.4 M +USD 3.28 M +60,240 +6%
CW
8
Curio Wealth
Maryland
USD 50.7 M +USD 5.04 M +92,615 +11%
Integrity Advisory Solutions
9
Integrity Advisory Solutions
Texas
USD 49.9 M +USD 7.42 M +136,415 +17%
Vestmark Advisory Solutions
10
Vestmark Advisory Solutions
Massachusetts
USD 46.7 M – – –
PWM
11
Penobscot Wealth Management
Maine
USD 45.8 M -USD 3.42 M -62,833 -7%
Beaird Harris Wealth Management
12
Beaird Harris Wealth Management
Texas
USD 40.5 M +USD 6.02 M +110,692 +17%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 38.8 M +USD 1.5 M +27,495 +4%
Bank of America
14
Bank of America
North Carolina
USD 38.6 M +USD 5.11 M +93,932 +15%
TCI Wealth Advisors
15
TCI Wealth Advisors
Arizona
USD 37.3 M +USD 3.85 M +70,711 +12%
IA
16
Integrity Alliance
Iowa
USD 35.4 M +USD 1.84 M +33,865 +6%
AE Wealth Management
17
AE Wealth Management
Kansas
USD 33.3 M +USD 1.48 M +27,232 +5%
Allworth Financial
18
Allworth Financial
California
USD 32.5 M +USD 8.81 M +161,877 +37%
MG
19
MilWealth Group
Wisconsin
USD 30.3 M +USD 2.4 M +44,184 +9%
WAN
20
Wealth Advisors Northwest
Oregon
USD 29.3 M +USD 11.3 M +207,833 +63%
SPWM
21
Straight Path Wealth Management
Michigan
USD 28.2 M +USD 1.55 M +28,509 +6%
DiNuzzo Private Wealth
22
DiNuzzo Private Wealth
Pennsylvania
USD 27.4 M +USD 2.31 M +42,368 +9%
Jones Financial Companies
23
Jones Financial Companies
Missouri
USD 26.4 M +USD 26.3 M +482,694 Nuevas
RFG Advisory
24
RFG Advisory
Alabama
USD 25.1 M +USD 1.27 M +23,253 +5%
UWM
25
United Wealth Management
Virginia
USD 24.4 M +USD 1.33 M +24,488 +6%
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