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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 336 M +USD 7.63 M +139,155 +2%
MASECO Private Wealth
2
MASECO Private Wealth
USD 174 M +USD 25.3 M +461,556 +17%
von Borstel & Associates
3
von Borstel & Associates
Oregon
USD 74.1 M +USD 5.34 M +97,269 +8%
Beacon Pointe Advisors
4
Beacon Pointe Advisors
California
USD 62.6 M +USD 61.8 M +1,126,109 Nuevas
WPWealth
5
WPWealth
Texas
USD 52.7 M +USD 5.59 M +101,958 +12%
Ruedi Wealth Management
6
Ruedi Wealth Management
Illinois
USD 46.9 M +USD 1.29 M +23,555 +3%
Penobscot Wealth Management
7
Penobscot Wealth Management
Maine
USD 44.9 M +USD 4.38 M +79,779 +11%
Vestmark Advisory Solutions
8
Vestmark Advisory Solutions
Massachusetts
USD 41.9 M -USD 36 M -655,721 -47%
Curio Wealth
9
Curio Wealth
Maryland
USD 34.8 M +USD 2.83 M +51,632 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 33.8 M +USD 3.61 M +65,743 +12%
Integrity Advisory Solutions
11
Integrity Advisory Solutions
Texas
USD 33.6 M +USD 33.2 M +604,867 Nuevas
Mach-1 Financial Group
12
Mach-1 Financial Group
Arkansas
USD 33.6 M +USD 33.2 M +604,867 Nuevas
TCI Wealth Advisors
13
TCI Wealth Advisors
Arizona
USD 33 M +USD 309 k +5,633 +1%
AE Wealth Management
14
AE Wealth Management
Kansas
USD 31.4 M -USD 3.48 M -63,386 -10%
Bank of America
15
Bank of America
North Carolina
USD 31.3 M +USD 2.23 M +40,639 +8%
MilWealth Group
16
MilWealth Group
Wisconsin
USD 26.6 M +USD 723 k +13,171 +3%
Integrity Alliance
17
Integrity Alliance
Iowa
USD 24.5 M +USD 1.95 M +35,455 +9%
Straight Path Wealth Management
18
Straight Path Wealth Management
Michigan
USD 22.8 M +USD 1.07 M +19,464 +5%
RFG Advisory
19
RFG Advisory
Alabama
USD 22.1 M +USD 142 k +2,589 +0.7%
DiNuzzo Private Wealth
20
DiNuzzo Private Wealth
Pennsylvania
USD 20.5 M +USD 1.47 M +26,739 +8%
United Wealth Management
21
United Wealth Management
Virginia
USD 20 M +USD 715 k +13,036 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 19.2 M +USD 473 k +8,630 +3%
Master's Wealth Management
23
Master's Wealth Management
Pennsylvania
USD 17.6 M +USD 505 k +9,206 +3%
Beaird Harris Wealth Management
24
Beaird Harris Wealth Management
Texas
USD 15.4 M +USD 10.2 M +185,242 +201%
Archer Investment Management
25
Archer Investment Management
Texas
USD 15 M +USD 537 k +9,786 +4%
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