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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
SRCM
101
Signature Resources Capital Management
California
USD 224 k +USD 5.78 k +111 +3%
EFP
102
EnRich Financial Partners
Wisconsin
USD 224 k +USD 10.4 k +200 +5%
Brookstone Capital Management
103
Brookstone Capital Management
Illinois
USD 219 k -USD 6.24 k -120 -3%
SFC
104
Sprinkle Financial Consultants
Colorado
USD 215 k +USD 2.18 k +42 +1%
NewEdge Advisors
105
NewEdge Advisors
Louisiana
USD 202 k -USD 260 k -5,003 -56%
CMP
106
Coston McIsaac & Partners
Maine
USD 184 k +USD 520 +10 +0.3%
JFS Wealth Advisors
107
JFS Wealth Advisors
Pennsylvania
USD 162 k – – –
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
USD 158 k +USD 89.8 k +1,726 +132%
LF
109
LifeSteps Financial
California
USD 143 k +USD 143 k +2,747 Nuevas
Cardiff Park Advisors
110
Cardiff Park Advisors
California
USD 113 k +USD 1.14 k +22 +1%
OCM
111
Orion Capital Management
California
USD 106 k – – –
GJIA
112
Glass Jacobson Investment Advisors
Maryland
USD 70.4 k +USD 728 +14 +1%
PS
113
Pinney & Scofield
Massachusetts
USD 59.4 k -USD 16.9 k -324 -22%
EWA
114
Elevate Wealth Advisory
Georgia
USD 47.3 k – – –
EWP
115
Elevation Wealth Partners
California
USD 46.2 k +USD 520 +10 +1%
Harbour Investments
116
Harbour Investments
Wisconsin
USD 43.6 k – – –
SYM Financial Corp
117
SYM Financial Corp
Indiana
USD 35.5 k – – –
IFP Advisors
118
IFP Advisors
Florida
USD 33.2 k +USD 52 +1 +0.2%
AssetMark Inc
119
AssetMark Inc
California
USD 31.2 k +USD 31.1 k +598 Nuevas
JNBA Financial Advisors
120
JNBA Financial Advisors
Minnesota
USD 24.7 k – – –
JP Morgan Chase
121
JP Morgan Chase
New York
USD 8.99 k +USD 572 +11 +7%
HBW
122
Hazlett, Burt & Watson
West Virginia
USD 5 k +USD 5.26 k +101 Nuevas
Allworth Financial
123
Allworth Financial
California
USD 3.34 k +USD 52 +1 +2%
Virtu Financial
124
Virtu Financial
New York
– -USD 710 k -13,717 Cerradas
DWA
125
Delap Wealth Advisory
Oregon
– -USD 684 k -13,214 Cerradas
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