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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
CW
26
Curio Wealth
Maryland
USD 49.3 M +USD 3.6 M +75,103 +8%
RAM Investment Partners
27
RAM Investment Partners
Washington
USD 48.2 M +USD 478 k +9,986 +1%
CAM
28
CPA Asset Management
Florida
USD 46.8 M +USD 25.1 M +524,230 +115%
Parkwoods Wealth Partners
29
Parkwoods Wealth Partners
New York
USD 46.4 M +USD 25.2 M +526,275 +118%
Park Avenue Securities
30
Park Avenue Securities
New York
USD 43.1 M +USD 6.39 M +133,476 +17%
Altiora Financial Group
31
Altiora Financial Group
Ohio
USD 41.9 M -USD 2.18 M -45,605 -5%
WFA
32
Woodward Financial Advisors
North Carolina
USD 41 M +USD 3.87 M +80,723 +10%
Bank of America
33
Bank of America
North Carolina
USD 40.5 M +USD 4.6 M +96,173 +13%
SRCM
34
Signature Resources Capital Management
California
USD 38.8 M +USD 1.89 M +39,562 +5%
Wealthquest
35
Wealthquest
Ohio
USD 38.4 M +USD 1.56 M +32,637 +4%
Elser Financial Planning
36
Elser Financial Planning
Indiana
USD 38.1 M +USD 1.22 M +25,379 +3%
Eclectic Associates
37
Eclectic Associates
California
USD 38 M +USD 5.25 M +109,607 +16%
MASECO Private Wealth
38
MASECO Private Wealth
USD 36.9 M +USD 1.6 M +33,518 +5%
WAG
39
Wheelhouse Advisory Group
Missouri
USD 36.8 M +USD 7.36 M +153,714 +25%
GOCP
40
Great Oak Capital Partners
Massachusetts
USD 31.6 M +USD 3.26 M +68,158 +11%
Northwest Wealth Management
41
Northwest Wealth Management
Iowa
USD 30.6 M +USD 4.08 M +85,260 +15%
Mattern Wealth Management
42
Mattern Wealth Management
Kansas
USD 28.9 M +USD 55 k +1,149 +0.2%
VWA
43
Valued Wealth Advisors
Utah
USD 28.7 M +USD 2.08 M +43,499 +8%
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
USD 27.7 M +USD 3.31 M +69,200 +14%
Farther Finance Advisors
45
Farther Finance Advisors
California
USD 27.7 M +USD 556 k +11,604 +2%
Jackson Thornton Wealth Management
46
Jackson Thornton Wealth Management
Alabama
USD 26.2 M +USD 2.04 M +42,680 +8%
KSWWM
47
Keyes Stange & Wooten Wealth Management
Florida
USD 25.9 M +USD 2.36 M +49,217 +10%
LFGO
48
Legacy Financial Group (Oklahoma)
Oklahoma
USD 25.7 M +USD 3.43 M +71,612 +15%
CWP
49
Cornerstone Wealth Partners
Michigan
USD 25.3 M +USD 3.5 M +73,004 +16%
SC&H Financial Advisors
50
SC&H Financial Advisors
Maryland
USD 25.2 M +USD 2.13 M +44,417 +9%
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