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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
FF
76
Foundry Financial
California
USD 17.5 M +USD 2.62 M +54,716 +18%
BWM
77
BCO Wealth Management
New Mexico
USD 17.1 M -USD 16.7 k -348 -0.1%
DB
78
Dravo Bay
Delaware
USD 16.8 M +USD 2.38 M +49,764 +16%
Integrity Advisory Solutions
79
Integrity Advisory Solutions
Texas
USD 16.8 M +USD 2.2 M +45,874 +15%
Brady Martz Wealth Solutions
80
Brady Martz Wealth Solutions
North Dakota
USD 16.6 M +USD 317 k +6,615 +2%
ODA
81
One Degree Advisors
California
USD 16.5 M +USD 466 k +9,727 +3%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
USD 16.5 M +USD 16.5 M +345,242 Nuevas
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
USD 16.4 M +USD 805 k +16,816 +5%
EP
84
Essential Planning
New Hampshire
USD 16.2 M +USD 3.59 M +75,071 +28%
Prosperity Capital Advisors
85
Prosperity Capital Advisors
Ohio
USD 16.1 M +USD 1.98 M +41,400 +14%
SIM
86
Studio Investment Management
Illinois
USD 15.7 M +USD 446 k +9,314 +3%
KWA
87
Kondo Wealth Advisors
California
USD 15.6 M +USD 811 k +16,932 +5%
PWM
88
Parkshore Wealth Management
California
USD 15.3 M +USD 1.73 M +36,096 +13%
OA
89
Oceanside Advisors
South Carolina
USD 14.9 M +USD 599 k +12,507 +4%
Liberty Wealth Management
90
Liberty Wealth Management
California
USD 14.8 M – – –
SCP
91
Stevens Capital Partners
Nebraska
USD 14.6 M +USD 3.11 M +65,015 +27%
C1AG
92
Client 1st Advisory Group
Florida
USD 14.4 M +USD 257 k +5,365 +2%
JWM
93
Johnson Wealth Management
North Dakota
USD 14.2 M +USD 1.35 M +28,134 +10%
SRWM
94
Shira Ridge Wealth Management
California
USD 14.2 M +USD 631 k +13,174 +5%
Raymond James Financial
95
Raymond James Financial
Florida
USD 13.9 M +USD 612 k +12,777 +5%
DI
96
Disciplined Investments
Oklahoma
USD 13.9 M +USD 1.89 M +39,451 +16%
Integrated Wealth Concepts
97
Integrated Wealth Concepts
Massachusetts
USD 13.8 M +USD 208 k +4,344 +2%
Truist Financial
98
Truist Financial
North Carolina
USD 13.7 M +USD 1.82 M +37,968 +15%
BHWM
99
Beacon Hill Wealth Management
USD 13.6 M +USD 13.6 M +284,950 Nuevas
CSB
100
City State Bank
Iowa
USD 13.6 M +USD 1.01 M +21,049 +8%
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