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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
USD 23.8 M +USD 2.14 M +39,254 +10%
Quantum Financial Advisors
27
Quantum Financial Advisors
California
USD 21.4 M +USD 3.69 M +67,880 +21%
SA
28
Stolz & Associates
Washington
USD 20.7 M +USD 5.55 M +101,955 +37%
MHB
29
Midwest Heritage Bank
Iowa
USD 19.6 M +USD 784 k +14,407 +4%
Moneta Group Investment Advisors
30
Moneta Group Investment Advisors
Missouri
USD 17.6 M +USD 1.31 M +24,054 +8%
OFI
31
Outbound Financial Inc
Colorado
USD 16.8 M +USD 1.34 M +24,594 +9%
TruNorth Capital Management
32
TruNorth Capital Management
Michigan
USD 16.2 M +USD 1.17 M +21,565 +8%
Integrated Wealth Concepts
33
Integrated Wealth Concepts
Massachusetts
USD 16.2 M +USD 524 k +9,625 +3%
Savant Capital
34
Savant Capital
Illinois
USD 15.5 M +USD 3.68 M +67,532 +31%
GCA
35
Gradient Capital Advisors
California
USD 12.8 M +USD 970 k +17,831 +8%
WUW
36
Wheels Up Wealth
California
USD 12.4 M +USD 775 k +14,239 +7%
MWP
37
Meredith Wealth Planning
Illinois
USD 12.4 M +USD 1.66 M +30,534 +15%
GeoWealth Management
38
GeoWealth Management
Illinois
USD 11.6 M +USD 372 k +6,843 +3%
Dynamic Advisor Solutions
39
Dynamic Advisor Solutions
Arizona
USD 10.7 M -USD 132 k -2,429 -1%
GWM
40
Grand Wealth Management
Michigan
USD 10.7 M +USD 874 k +16,066 +9%
Old Mission Capital
41
Old Mission Capital
Illinois
USD 10.5 M +USD 10.5 M +192,871 Nuevas
Archford Capital Strategies
42
Archford Capital Strategies
Illinois
USD 10.4 M +USD 392 k +7,194 +4%
Modera Wealth Management
43
Modera Wealth Management
New Jersey
USD 10.2 M -USD 91.3 k -1,678 -0.9%
UBS AM
44
UBS AM
Illinois
USD 10.1 M – – –
FVIM
45
Fort Vancouver Investment Management
Washington
USD 10 M +USD 828 k +15,219 +9%
SRCM
46
Signature Resources Capital Management
California
USD 9.5 M +USD 942 k +17,307 +11%
APFP
47
Action Point Financial Planning
Michigan
USD 9.43 M +USD 3.31 M +60,754 +54%
Betterment LLC
48
Betterment LLC
New York
USD 9.28 M +USD 768 k +14,113 +9%
Apella Capital
49
Apella Capital
Connecticut
USD 9.1 M +USD 7.78 M +142,896 +573%
CFG
50
CSP Financial Group
Arizona
USD 9.05 M +USD 828 k +15,219 +10%
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