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icono de DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
USD 346 M +USD 54.2 M +1,131,748 +18%
Focus Partners Advisor Solutions
2
Focus Partners Advisor Solutions
Missouri
USD 303 M +USD 58.1 M +1,212,399 +24%
Apella Capital
3
Apella Capital
Connecticut
USD 259 M +USD 8.36 M +174,560 +3%
OneDigital Investment Advisors
4
OneDigital Investment Advisors
Kansas
USD 185 M +USD 8.66 M +180,941 +5%
Savant Capital
5
Savant Capital
Illinois
USD 175 M -USD 11.9 M -249,121 -6%
Root Financial Partners
6
Root Financial Partners
California
USD 174 M +USD 30.9 M +645,949 +22%
Vise Technologies
7
Vise Technologies
New York
USD 167 M +USD 58.2 M +1,216,216 +53%
Beaird Harris Wealth Management
8
Beaird Harris Wealth Management
Texas
USD 153 M +USD 4.3 M +89,730 +3%
Planning Center Inc
9
Planning Center Inc
Illinois
USD 139 M +USD 4.6 M +96,059 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 128 M +USD 12.6 M +264,195 +11%
DiNuzzo Private Wealth
11
DiNuzzo Private Wealth
Pennsylvania
USD 99.3 M +USD 1.89 M +39,395 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
USD 95.3 M +USD 1.33 M +27,782 +1%
Great Waters Wealth Management
13
Great Waters Wealth Management
Minnesota
USD 93.1 M +USD 7.91 M +165,247 +9%
Phillips Financial Management
14
Phillips Financial Management
Indiana
USD 83.9 M +USD 2.04 M +42,549 +2%
RIAS
15
Rachor Investment Advisory Services
Michigan
USD 72.5 M +USD 3.19 M +66,572 +5%
Rather & Kittrell
16
Rather & Kittrell
Tennessee
USD 68.3 M +USD 4.69 M +97,885 +7%
Diversified Portfolios Inc
17
Diversified Portfolios Inc
Michigan
USD 63.7 M -USD 68 k -1,421 -0.1%
AssetMark Inc
18
AssetMark Inc
California
USD 61.3 M +USD 4.47 M +93,262 +8%
Market Street Wealth Management Advisors
19
Market Street Wealth Management Advisors
Indiana
USD 60.7 M +USD 1.24 M +25,886 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 58.7 M +USD 2.23 M +46,555 +4%
WPWealth
21
WPWealth
Texas
USD 56.8 M -USD 1.01 M -21,133 -2%
RWM
22
Ruedi Wealth Management
Illinois
USD 54.7 M +USD 2.28 M +47,663 +4%
5NPW
23
55 North Private Wealth
Florida
USD 51.3 M +USD 9.31 M +194,420 +22%
Beacon Pointe Advisors
24
Beacon Pointe Advisors
California
USD 49.9 M +USD 6.13 M +128,075 +14%
Financial Plan Inc
25
Financial Plan Inc
Washington
USD 49.6 M +USD 5.79 M +120,893 +13%
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