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icono de DFSD

Dimensional Short-Duration Fixed Income ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Pure Financial Advisors
1
Pure Financial Advisors
California
USD 387 M -USD 47 M -961,561 -11%
Adams Chetwood Wealth Management
2
Adams Chetwood Wealth Management
North Carolina
USD 32.6 M +USD 32.7 M +668,060 +5,281%
Chicago Partners Investment Group
3
Chicago Partners Investment Group
Illinois
USD 22.8 M +USD 1.14 M +23,319 +5%
TFA
4
Triad Financial Advisors
North Carolina
USD 21.1 M +USD 14.6 M +299,567 +211%
Cetera Advisors
5
Cetera Advisors
Colorado
USD 15.3 M +USD 15.6 M +319,667 Nuevas
Advisornet Financial
6
Advisornet Financial
Minnesota
USD 12.4 M +USD 8.35 M +170,645 +193%
Jane Street
7
Jane Street
New York
USD 8.07 M +USD 3.32 M +67,832 +67%
ML&R Wealth Management
8
ML&R Wealth Management
Texas
USD 6.11 M +USD 4.15 M +84,903 +199%
Tortoise Investment Management
9
Tortoise Investment Management
New York
USD 4.87 M +USD 4.97 M +101,685 Nuevas
Allworth Financial
10
Allworth Financial
California
USD 3.97 M -USD 323 k -6,599 -7%
SPI
11
Sutton Place Investors
New York
USD 2.8 M -USD 88.8 k -1,815 -3%
Wealthquest
12
Wealthquest
Ohio
USD 2.23 M – – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 1.86 M +USD 1.27 M +25,952 +200%
Gradient Capital Advisors
14
Gradient Capital Advisors
California
USD 1.76 M +USD 899 k +18,375 +100%
Old Mission Capital
15
Old Mission Capital
Illinois
USD 1.37 M -USD 2.63 M -53,852 -65%
Beta Wealth Group
16
Beta Wealth Group
California
USD 1.19 M +USD 1.22 M +24,861 Nuevas
AWM Capital
17
AWM Capital
Arizona
USD 1.17 M +USD 563 k +11,504 +90%
Drive Wealth Management
18
Drive Wealth Management
Utah
USD 1.14 M +USD 1.16 M +23,709 Nuevas
Phillips Financial Management
19
Phillips Financial Management
Indiana
USD 976 k +USD 997 k +20,379 Nuevas
MilWealth Group
20
MilWealth Group
Wisconsin
USD 812 k +USD 107 k +2,181 +15%
Silicon Hills Wealth Management
21
Silicon Hills Wealth Management
Texas
USD 667 k +USD 456 k +9,333 +204%
Spinnaker Investment Group
22
Spinnaker Investment Group
California
USD 597 k -USD 62 k -1,268 -9%
Orion Portfolio Solutions
23
Orion Portfolio Solutions
Nebraska
USD 592 k +USD 137 k +2,798 +29%
Shearwater Capital
24
Shearwater Capital
Colorado
USD 562 k -USD 40.7 k -833 -7%
Focus Partners Advisor Solutions
25
Focus Partners Advisor Solutions
Missouri
USD 441 k +USD 451 k +9,220 Nuevas