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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
AssetMark Inc
1
AssetMark Inc
California
USD 56.5 M -USD 3.9 M -83,411 -6%
TFA
2
Triad Financial Advisors
North Carolina
USD 26.4 M +USD 140 k +2,996 +0.5%
Allworth Financial
3
Allworth Financial
California
USD 26.3 M -USD 8.46 M -180,705 -24%
Chicago Partners Investment Group
4
Chicago Partners Investment Group
Illinois
USD 22.9 M +USD 8.08 M +172,596 +52%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 20.2 M -USD 439 k -9,382 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
USD 17.2 M +USD 13.9 M +297,792 +395%
Park Avenue Securities
7
Park Avenue Securities
New York
USD 16.3 M -USD 40.3 k -861 -0.2%
Cetera Advisors
8
Cetera Advisors
Colorado
USD 15.2 M +USD 117 k +2,491 +0.8%
SJS Investment Consulting
9
SJS Investment Consulting
Ohio
USD 14.7 M +USD 15 M +319,629 Nuevas
Phillips Financial Management
10
Phillips Financial Management
Indiana
USD 12.2 M +USD 958 k +20,465 +8%
Raymond James Financial Services Advisors
11
Raymond James Financial Services Advisors
Florida
USD 6.62 M +USD 6.74 M +143,999 Nuevas
Rockwood Wealth Management
12
Rockwood Wealth Management
Pennsylvania
USD 6.48 M +USD 5.89 M +125,855 +837%
Tanager Wealth Management
13
Tanager Wealth Management
United Kingdom
USD 5.75 M +USD 2.65 M +56,592 +83%
Tortoise Investment Management
14
Tortoise Investment Management
New York
USD 4.65 M -USD 738 k -15,763 -13%
AFS
15
Annapolis Financial Services
Maryland
USD 4.55 M +USD 786 k +16,801 +20%
Great Point Wealth Advisors
16
Great Point Wealth Advisors
Massachusetts
USD 3.92 M -USD 1.76 M -37,636 -31%
Woodward Financial Advisors
17
Woodward Financial Advisors
North Carolina
USD 3.87 M +USD 2.07 M +44,187 +111%
AWM Capital
18
AWM Capital
Arizona
USD 3.15 M +USD 1.81 M +38,587 +130%
Jane Street
19
Jane Street
New York
USD 3.14 M -USD 8.68 M -185,431 -73%
CFS Investment Advisory Services
20
CFS Investment Advisory Services
New Jersey
USD 2.38 M +USD 1.21 M +25,872 +100%
Bridge Advisory
21
Bridge Advisory
California
USD 2.31 M +USD 1.21 M +25,754 +105%
Gradient Capital Advisors
22
Gradient Capital Advisors
California
USD 2.28 M -USD 121 k -2,577 -5%
AE Wealth Management
23
AE Wealth Management
Kansas
USD 2.12 M -USD 25.3 k -541 -1%
Acorn Wealth Advisors
24
Acorn Wealth Advisors
Michigan
USD 1.98 M +USD 2.02 M +43,085 Nuevas
Atria Wealth Solutions
25
Atria Wealth Solutions
New York
USD 1.97 M +USD 1.62 M +34,552 +418%
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