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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
Beaird Harris Wealth Management
1
Beaird Harris Wealth Management
Texas
USD 72.7 M +USD 73 M +1,566,729 +76,989%
AssetMark Inc
2
AssetMark Inc
California
USD 39.8 M -USD 15.2 M -326,859 -28%
Burney Company
3
Burney Company
Virginia
USD 26.9 M +USD 1.45 M +31,102 +6%
Great Waters Wealth Management
4
Great Waters Wealth Management
Minnesota
USD 24.4 M +USD 4.14 M +88,826 +20%
Silicon Hills Wealth Management
5
Silicon Hills Wealth Management
Texas
USD 24.1 M +USD 1.47 M +31,500 +6%
Waverly Advisors
6
Waverly Advisors
Alabama
USD 23.9 M +USD 24 M +515,149 Nuevas
Mattern Wealth Management
7
Mattern Wealth Management
Kansas
USD 23.6 M +USD 8.03 M +172,459 +51%
TFA
8
Triad Financial Advisors
North Carolina
USD 22.8 M -USD 501 k -10,764 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 21.9 M -USD 2.75 M -59,062 -11%
RFG Advisory
10
RFG Advisory
Alabama
USD 20.6 M +USD 2.58 M +55,454 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 19.4 M -USD 2.96 M -63,621 -13%
Phillips Financial Management
12
Phillips Financial Management
Indiana
USD 17.2 M +USD 3.24 M +69,502 +23%
Jane Street
13
Jane Street
New York
USD 16.6 M +USD 9.5 M +204,834 +134%
Vestmark Advisory Solutions
14
Vestmark Advisory Solutions
Massachusetts
USD 15.9 M +USD 4.6 M +98,830 +41%
RAM Investment Partners
15
RAM Investment Partners
Washington
USD 15.7 M +USD 3.36 M +72,232 +27%
SJS Investment Consulting
16
SJS Investment Consulting
Ohio
USD 15.4 M +USD 551 k +11,824 +4%
RCS Financial Planning
17
RCS Financial Planning
Maryland
USD 15.3 M +USD 1.11 M +23,909 +8%
Savant Capital
18
Savant Capital
Illinois
USD 14.5 M +USD 2.89 M +62,025 +25%
Rather & Kittrell
19
Rather & Kittrell
Tennessee
USD 14 M +USD 1.79 M +38,455 +15%
Park Avenue Securities
20
Park Avenue Securities
New York
USD 12.4 M -USD 4.24 M -90,947 -25%
Rockwood Wealth Management
21
Rockwood Wealth Management
Pennsylvania
USD 11.7 M +USD 1.68 M +36,110 +17%
LFGO
22
Legacy Financial Group (Oklahoma)
Oklahoma
USD 11.1 M +USD 478 k +10,255 +4%
Chicago Partners Investment Group
23
Chicago Partners Investment Group
Illinois
USD 9.28 M -USD 6.57 M -141,019 -41%
AFS
24
Annapolis Financial Services
Maryland
USD 9.13 M +USD 712 k +15,284 +8%
Onyx Financial Advisors
25
Onyx Financial Advisors
Idaho
USD 8.93 M +USD 841 k +18,060 +10%
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