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icono de DFSB

Dimensional Global Sustainability Fixed Income ETF
DFSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Abacus Wealth Partners
1
Abacus Wealth Partners
California
USD 150 M +USD 14.2 M +272,811 +10%
MASECO Private Wealth
2
MASECO Private Wealth
USD 100 M +USD 3.43 M +65,938 +4%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
USD 52.5 M +USD 8.58 M +164,970 +20%
Quantum Financial Advisors
4
Quantum Financial Advisors
California
USD 28.2 M +USD 739 k +14,198 +3%
Simplicity Wealth
5
Simplicity Wealth
New Jersey
USD 15.1 M +USD 1.98 M +38,134 +15%
SEI Investments
6
SEI Investments
Pennsylvania
USD 14.9 M +USD 1.27 M +24,390 +9%
Seeds Investor
7
Seeds Investor
New York
USD 13.5 M +USD 73.6 k +1,415 +0.6%
Miracle Mile Advisors
8
Miracle Mile Advisors
California
USD 12.6 M -USD 187 k -3,587 -1%
PWM
9
Parkshore Wealth Management
California
USD 12.3 M +USD 1.01 M +19,384 +9%
Planning Center Inc
10
Planning Center Inc
Illinois
USD 10.1 M +USD 227 k +4,357 +2%
MWM
11
Momentous Wealth Management
Washington
USD 9.9 M +USD 276 k +5,312 +3%
Apella Capital
12
Apella Capital
Connecticut
USD 9.4 M +USD 1.16 M +22,285 +14%
CC
13
Citrine Capital
California
USD 8.56 M -USD 53.9 k -1,036 -0.6%
Corient Private Wealth
14
Corient Private Wealth
Florida
USD 7.08 M +USD 536 k +10,298 +8%
SRWM
15
Shira Ridge Wealth Management
California
USD 6.61 M +USD 6.6 M +126,923 Nuevas
AIC
16
Allodium Investment Consultants
Minnesota
USD 5.76 M +USD 303 k +5,826 +6%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
USD 5.26 M +USD 366 k +7,029 +7%
Focus Partners Advisor Solutions
18
Focus Partners Advisor Solutions
Missouri
USD 4.91 M +USD 688 k +13,226 +16%
OneDigital Investment Advisors
19
OneDigital Investment Advisors
Kansas
USD 4.84 M +USD 812 k +15,596 +20%
Beacon Pointe Advisors
20
Beacon Pointe Advisors
California
USD 4.83 M +USD 199 k +3,826 +4%
Citadel Advisors
21
Citadel Advisors
Florida
USD 4.69 M +USD 4.69 M +90,070 Nuevas
CWD
22
Clarity Wealth Development
Oregon
USD 3.76 M +USD 3.75 M +72,072 Nuevas
RAM Investment Partners
23
RAM Investment Partners
Washington
USD 3.24 M -USD 32.8 k -630 -1%
Betterment LLC
24
Betterment LLC
New York
USD 3.05 M +USD 4.16 k +80 +0.1%
LPL Financial
25
LPL Financial
California
USD 2.6 M +USD 69.8 k +1,341 +3%
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