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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 292 M +USD 10.5 M +194,495 +4%
Jentner Corp
2
Jentner Corp
Ohio
USD 46.7 M +USD 2.54 M +46,879 +6%
Vestmark Advisory Solutions
3
Vestmark Advisory Solutions
Massachusetts
USD 32.2 M +USD 2.97 M +54,871 +10%
von Borstel & Associates
4
von Borstel & Associates
Oregon
USD 31.5 M +USD 31 M +572,269 Nuevas
Ruedi Wealth Management
5
Ruedi Wealth Management
Illinois
USD 26.4 M +USD 10.5 M +194,475 +68%
AE Wealth Management
6
AE Wealth Management
Kansas
USD 25.9 M +USD 2.47 M +45,547 +11%
Bank of America
7
Bank of America
North Carolina
USD 24.5 M +USD 2.87 M +52,964 +13%
MilWealth Group
8
MilWealth Group
Wisconsin
USD 24 M +USD 790 k +14,571 +3%
TCI Wealth Advisors
9
TCI Wealth Advisors
Arizona
USD 23.3 M -USD 303 k -5,597 -1%
Straight Path Wealth Management
10
Straight Path Wealth Management
Michigan
USD 19.5 M +USD 19.2 M +353,964 Nuevas
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 18.1 M +USD 399 k +7,358 +2%
NewEdge Advisors
12
NewEdge Advisors
Louisiana
USD 15.3 M +USD 10.4 M +191,031 +220%
DiNuzzo Private Wealth
13
DiNuzzo Private Wealth
Pennsylvania
USD 14.4 M +USD 1.53 M +28,289 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 11.9 M +USD 285 k +5,264 +2%
AFS
15
Annapolis Financial Services
Maryland
USD 7.87 M +USD 1.25 M +23,046 +19%
Quantum Financial Advisors
16
Quantum Financial Advisors
California
USD 6.71 M +USD 2.29 M +42,268 +53%
Penobscot Wealth Management
17
Penobscot Wealth Management
Maine
USD 5.17 M +USD 405 k +7,474 +9%
OneDigital Investment Advisors
18
OneDigital Investment Advisors
Kansas
USD 3.93 M +USD 91.2 k +1,683 +2%
Acorn Wealth Advisors
19
Acorn Wealth Advisors
Michigan
USD 3.5 M +USD 1.12 M +20,746 +49%
One Degree Advisors
20
One Degree Advisors
California
USD 3.45 M +USD 3.4 M +62,681 Nuevas
Sanctuary Wealth Management
21
Sanctuary Wealth Management
Idaho
USD 3.33 M +USD 872 k +16,087 +36%
JP Morgan Chase
22
JP Morgan Chase
New York
USD 2.85 M +USD 309 k +5,696 +12%
Abel Hall LLC
23
Abel Hall LLC
Louisiana
USD 2.83 M +USD 288 k +5,306 +12%
Truist Financial
24
Truist Financial
North Carolina
USD 2.83 M +USD 128 k +2,355 +5%
Meredith Wealth Planning
25
Meredith Wealth Planning
Illinois
USD 2.81 M +USD 996 k +18,377 +56%
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