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icono de DFIS

Dimensional International Small Cap ETF
DFIS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Jones Financial Companies
1
Jones Financial Companies
Missouri
USD 527 M +USD 244 M +9,746,618 +84%
Mather Group
2
Mather Group
Illinois
USD 163 M +USD 7.92 M +316,377 +5%
Corient Private Wealth
3
Corient Private Wealth
Florida
USD 102 M +USD 1.51 M +60,396 +1%
Savant Capital
4
Savant Capital
Illinois
USD 64.3 M +USD 10.7 M +426,594 +20%
Jane Street
5
Jane Street
New York
USD 43.7 M +USD 38.1 M +1,520,971 +604%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 36 M +USD 1.55 M +61,855 +4%
Park Avenue Securities
7
Park Avenue Securities
New York
USD 28.4 M +USD 2.83 M +113,126 +11%
Evanson Asset Management
8
Evanson Asset Management
California
USD 24.6 M +USD 2.06 M +82,298 +9%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
USD 24.4 M +USD 2.41 M +96,319 +11%
Total Wealth Planning
10
Total Wealth Planning
Ohio
USD 23 M +USD 1.59 M +63,504 +8%
Efficient Advisors
11
Efficient Advisors
Ohio
USD 22.7 M -USD 500 k -19,980 -2%
TCI Wealth Advisors
12
TCI Wealth Advisors
Arizona
USD 22.4 M +USD 4.26 M +170,154 +23%
Forum Financial Management
13
Forum Financial Management
Illinois
USD 19.7 M – – –
Wescott Financial Advisory Group
14
Wescott Financial Advisory Group
Pennsylvania
USD 14.7 M +USD 7.09 M +283,339 +90%
Merriman Wealth Management
15
Merriman Wealth Management
Washington
USD 13.5 M -USD 384 k -15,354 -3%
Larson Financial Group
16
Larson Financial Group
Missouri
USD 12.9 M -USD 13.6 M -542,118 -51%
Edmonds Duncan Registered Investment Advisors
17
Edmonds Duncan Registered Investment Advisors
Kansas
USD 12 M +USD 463 k +18,504 +4%
Ballentine Capital Advisors
18
Ballentine Capital Advisors
South Carolina
USD 11.6 M +USD 506 k +20,194 +4%
Planning Center Inc
19
Planning Center Inc
Illinois
USD 11.1 M +USD 162 k +6,459 +1%
Index Fund Advisors
20
Index Fund Advisors
California
USD 10.6 M +USD 2.14 M +85,467 +25%
Aire Advisors
21
Aire Advisors
California
USD 10.2 M +USD 187 k +7,481 +2%
Forvis Mazars Wealth Advisors
22
Forvis Mazars Wealth Advisors
Missouri
USD 9.6 M -USD 39.5 k -1,578 -0.4%
Corrigan Financial
23
Corrigan Financial
Rhode Island
USD 9.28 M – – –
Cerity Partners
24
Cerity Partners
New York
USD 9.02 M +USD 485 k +19,359 +6%
PCM
25
Perritt Capital Management
Illinois
USD 7.61 M +USD 173 k +6,910 +2%
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