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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
THL
76
Tillman Hartley LLC
Colorado
USD 475 k +USD 474 k +9,112 Nuevas
RF
77
Rossby Financial
Florida
USD 467 k +USD 15.7 k +302 +3%
EFN
78
Equita Financial Network
Pennsylvania
USD 462 k +USD 461 k +8,858 Nuevas
ACM
79
Aspen Capital Management
Idaho
USD 441 k +USD 26.8 k +516 +6%
Mission Wealth Management
80
Mission Wealth Management
California
USD 438 k +USD 4.32 k +83 +1%
Creative Planning
81
Creative Planning
Kansas
USD 423 k +USD 111 k +2,129 +36%
BRPW
82
Ballast Rock Private Wealth
South Carolina
USD 406 k – – –
Sax Wealth Advisors
83
Sax Wealth Advisors
New Jersey
USD 405 k +USD 24.2 k +465 +6%
SPA
84
Shore Point Advisors
New Jersey
USD 404 k -USD 6.24 k -120 -2%
SA
85
Stewardship Advisors
Pennsylvania
USD 402 k +USD 34.3 k +659 +9%
CCC
86
Compass Capital Corp
Massachusetts
USD 380 k +USD 208 +4 +0.1%
M. Kulyk & Associates
87
M. Kulyk & Associates
Georgia
USD 373 k -USD 111 k -2,128 -23%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
USD 372 k +USD 19 k +366 +5%
XY Planning Network
89
XY Planning Network
Montana
USD 368 k – – –
Financial Plan Inc
90
Financial Plan Inc
Washington
USD 360 k – – –
Fortis Capital Management
91
Fortis Capital Management
Washington
USD 338 k -USD 57.2 k -1,099 -14%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
USD 297 k – – –
EWP
93
E-Wealth Partners
Minnesota
USD 286 k +USD 286 k +5,494 Nuevas
Legacy Financial Advisors
94
Legacy Financial Advisors
Kentucky
USD 275 k -USD 23.2 k -445 -8%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
USD 270 k +USD 16 k +307 +6%
Greenspring Advisors
96
Greenspring Advisors
Maryland
USD 270 k +USD 1.25 k +24 +0.5%
AWM
97
Ariadne Wealth Management
California
USD 243 k +USD 572 +11 +0.2%
Washington Trust Advisors
98
Washington Trust Advisors
Massachusetts
USD 235 k +USD 48.9 k +939 +26%
Pine Grove Financial Group
99
Pine Grove Financial Group
Minnesota
USD 235 k +USD 2.45 k +47 +1%
LIWM
100
Long Island Wealth Management
New York
USD 228 k – – –
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4
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