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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
Summit Wealth Group (Colorado)
26
Summit Wealth Group (Colorado)
Colorado
USD 2.56 M -USD 23.9 k -459 -0.9%
BHWM
27
Beacon Hill Wealth Management
USD 2.32 M +USD 2.31 M +44,461 Nuevas
Farther Finance Advisors
28
Farther Finance Advisors
California
USD 2.3 M -USD 131 k -2,513 -5%
AA Financial Advisors
29
AA Financial Advisors
Ohio
USD 2.2 M -USD 26.4 k -507 -1%
Sequoia Financial Advisors
30
Sequoia Financial Advisors
Ohio
USD 1.89 M +USD 527 k +10,129 +39%
CCMI
31
Creative Capital Management Investments
California
USD 1.78 M +USD 396 k +7,611 +29%
VBA
32
von Borstel & Associates
Oregon
USD 1.78 M +USD 887 k +17,049 +99%
WUW
33
Wheels Up Wealth
California
USD 1.65 M +USD 203 k +3,893 +14%
Osaic Holdings
34
Osaic Holdings
Arizona
USD 1.62 M +USD 578 k +11,116 +56%
VWM
35
Vermillion Wealth Management
Minnesota
USD 1.56 M +USD 16 k +308 +1%
BWA
36
Babb Wealth Advisors
Arizona
USD 1.5 M +USD 185 k +3,554 +14%
Jane Street
37
Jane Street
New York
USD 1.44 M +USD 812 k +15,600 +129%
Tanager Wealth Management
38
Tanager Wealth Management
United Kingdom
USD 1.43 M +USD 74.7 k +1,436 +6%
SIC
39
Samalin Investment Counsel
New York
USD 1.42 M +USD 5.98 k +115 +0.4%
APFP
40
Action Point Financial Planning
Michigan
USD 1.34 M +USD 1.05 M +20,142 +360%
Vise Technologies
41
Vise Technologies
New York
USD 1.31 M +USD 657 k +12,620 +101%
RW Investment Management
42
RW Investment Management
Idaho
USD 1.16 M +USD 3.33 k +64 +0.3%
Root Financial Partners
43
Root Financial Partners
California
USD 1.12 M +USD 176 k +3,378 +19%
WAN
44
Wealth Advisors Northwest
Oregon
USD 1.1 M +USD 188 k +3,619 +21%
CW
45
Curio Wealth
Maryland
USD 1.1 M +USD 15.3 k +294 +1%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
USD 1.07 M +USD 6.4 k +123 +0.6%
HighTower Advisors
47
HighTower Advisors
Illinois
USD 1.01 M +USD 885 +17 +0.1%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
USD 973 k -USD 9.37 k -180 -1%
BJB
49
Broadhurst Jeffrey B
USD 925 k -USD 1.41 M -27,119 -60%
FFM
50
Flagstone Financial Management
Nebraska
USD 901 k +USD 8.43 k +162 +0.9%
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