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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
Accurate Wealth Management
226
Accurate Wealth Management
Florida
USD 2.71 M +USD 2.14 M +44,751 +369%
TCI Wealth Advisors
227
TCI Wealth Advisors
Arizona
USD 2.52 M +USD 29.4 k +615 +1%
LCG
228
Lynx Capital Group
Ohio
USD 2.51 M +USD 905 k +18,910 +56%
WUW
229
Wheels Up Wealth
California
USD 2.49 M +USD 58.3 k +1,218 +2%
SIS
230
Strategic Investment Solutions
Illinois
USD 2.43 M +USD 542 k +11,313 +29%
DWM
231
Dopkins Wealth Management
New York
USD 2.42 M +USD 104 k +2,170 +4%
HFA
232
Hippocratic Financial Advisors
California
USD 2.42 M -USD 16.1 k -336 -0.7%
JP Morgan Chase
233
JP Morgan Chase
New York
USD 2.4 M +USD 808 k +16,877 +51%
FOA
234
Five Oceans Advisors
California
USD 2.36 M -USD 333 k -6,960 -12%
AIS
235
American Investment Services
Massachusetts
USD 2.29 M +USD 433 k +9,034 +23%
NFP
236
Narus Financial Partners
Utah
USD 2.27 M +USD 44.1 k +922 +2%
Private Advisor Group
237
Private Advisor Group
New Jersey
USD 2.26 M -USD 2.21 M -46,123 -49%
IFP Advisors
238
IFP Advisors
Florida
USD 2.26 M +USD 28.5 k +595 +1%
MCA
239
Maryland Capital Advisors
Maryland
USD 2.24 M +USD 2.25 M +46,962 Nuevas
TCM
240
Tassel Capital Management
North Carolina
USD 2.22 M -USD 62.2 k -1,299 -3%
AC
241
Applied Capital
Arkansas
USD 2.17 M -USD 52.3 k -1,093 -2%
FWMP
242
Foundation Wealth Management (Pennsylvania)
Pennsylvania
USD 2.16 M – – –
VWM
243
Vigil Wealth Management
Florida
USD 2.09 M +USD 12.4 k +258 +0.6%
BIA
244
Barry Investment Advisors
Massachusetts
USD 2.01 M -USD 216 k -4,516 -10%
Rockwood Wealth Management
245
Rockwood Wealth Management
Pennsylvania
USD 1.96 M -USD 205 k -4,275 -9%
SWM
246
Sentinel Wealth Management
Virginia
USD 1.91 M +USD 130 k +2,708 +7%
HTWM
247
Hartmann Taylor Wealth Management
Texas
USD 1.88 M – – –
PWMG
248
Pioneer Wealth Management Group
Texas
USD 1.86 M +USD 1.86 M +38,936 Nuevas
SPI
249
Sutton Place Investors
New York
USD 1.82 M +USD 22.8 k +477 +1%
PFA
250
Pillar Financial Advisors
Kentucky
USD 1.81 M -USD 4.5 k -94 -0.2%
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