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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
Citigroup
176
Citigroup
New York
USD 5.34 M +USD 770 k +16,085 +17%
Brinker Capital Investments
177
Brinker Capital Investments
Pennsylvania
USD 5.3 M +USD 162 k +3,375 +3%
AW
178
Aspirean Wealth
California
USD 5.26 M +USD 755 k +15,762 +17%
Corient Private Wealth
179
Corient Private Wealth
Florida
USD 5.09 M +USD 27.5 k +574 +0.5%
PPP
180
Prism Planning Partners
Illinois
USD 5.09 M +USD 203 k +4,241 +4%
VWWMG
181
Vermillion & White Wealth Management Group
Pennsylvania
USD 5.02 M +USD 82.4 k +1,720 +2%
XY Planning Network
182
XY Planning Network
Montana
USD 4.99 M +USD 4.75 M +99,264 +1,906%
AQR Capital Management
183
AQR Capital Management
Connecticut
USD 4.98 M +USD 559 k +11,679 +13%
LWM
184
Lakeridge Wealth Management
Ohio
USD 4.93 M -USD 434 k -9,062 -8%
TWC
185
Tencap Wealth Coaching
Utah
USD 4.86 M +USD 16 k +334 +0.3%
UBS AM
186
UBS AM
Illinois
USD 4.86 M – – –
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
USD 4.85 M -USD 52.6 k -1,099 -1%
CWA
188
CogentBlue Wealth Advisors
Tennessee
USD 4.81 M +USD 244 k +5,100 +5%
Foundations Investment Advisors
189
Foundations Investment Advisors
Arizona
USD 4.75 M +USD 414 k +8,656 +10%
Savvy Advisors Inc
190
Savvy Advisors Inc
New York
USD 4.61 M -USD 46 k -961 -1%
MSF
191
Mustard Seed Financial
Arkansas
USD 4.56 M +USD 1.54 M +32,120 +51%
APFP
192
Action Point Financial Planning
Michigan
USD 4.53 M +USD 4.1 M +85,625 +916%
Apollon Wealth Management
193
Apollon Wealth Management
South Carolina
USD 4.51 M +USD 2.02 M +42,104 +80%
CWR
194
Chico Wealth RIA
California
USD 4.48 M – – –
VPWA
195
Vestia Personal Wealth Advisors
Indiana
USD 4.37 M +USD 405 k +8,450 +10%
OFI
196
Outbound Financial Inc
Colorado
USD 4.16 M -USD 322 k -6,725 -7%
SJS Investment Consulting
197
SJS Investment Consulting
Ohio
USD 4.16 M -USD 17.6 M -368,248 -81%
SPA
198
Shore Point Advisors
New Jersey
USD 4.16 M -USD 108 k -2,262 -3%
Graves Light Lenhart Wealth
199
Graves Light Lenhart Wealth
Virginia
USD 4.1 M -USD 57.8 k -1,208 -1%
PWIA
200
Porter White Investment Advisors
Alabama
USD 4.06 M +USD 78.8 k +1,646 +2%
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