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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 80.8 M +USD 8.11 M +174,434 +11%
Strategic Investment Solutions
2
Strategic Investment Solutions
Illinois
USD 80.2 M +USD 78.8 M +1,695,700 +5,685%
AssetMark Inc
3
AssetMark Inc
California
USD 39.7 M -USD 71.2 k -1,532 -0.2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 32 M +USD 12.6 M +271,845 +65%
Great Waters Wealth Management
5
Great Waters Wealth Management
Minnesota
USD 28.8 M +USD 4.41 M +94,917 +18%
TFA
6
Triad Financial Advisors
North Carolina
USD 28.6 M +USD 5.8 M +124,839 +25%
Burney Company
7
Burney Company
Virginia
USD 28.1 M +USD 1.13 M +24,344 +4%
Mattern Wealth Management
8
Mattern Wealth Management
Kansas
USD 27.2 M +USD 3.61 M +77,662 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 25.9 M +USD 4.05 M +87,077 +18%
Waverly Advisors
10
Waverly Advisors
Alabama
USD 24.4 M +USD 479 k +10,302 +2%
RFG Advisory
11
RFG Advisory
Alabama
USD 21.1 M +USD 476 k +10,236 +2%
Vestmark Advisory Solutions
12
Vestmark Advisory Solutions
Massachusetts
USD 20.1 M +USD 4.27 M +91,768 +27%
Phillips Financial Management
13
Phillips Financial Management
Indiana
USD 20.1 M +USD 2.9 M +62,288 +17%
Savant Capital
14
Savant Capital
Illinois
USD 18.7 M +USD 4.17 M +89,688 +29%
RAM Investment Partners
15
RAM Investment Partners
Washington
USD 18.2 M +USD 2.5 M +53,879 +16%
Rather & Kittrell
16
Rather & Kittrell
Tennessee
USD 17.1 M +USD 3.09 M +66,469 +22%
SJS Investment Consulting
17
SJS Investment Consulting
Ohio
USD 13.8 M -USD 1.67 M -35,828 -11%
Rockwood Wealth Management
18
Rockwood Wealth Management
Pennsylvania
USD 12.8 M +USD 1.15 M +24,672 +10%
Park Avenue Securities
19
Park Avenue Securities
New York
USD 12.6 M +USD 205 k +4,415 +2%
RCS Financial Planning
20
RCS Financial Planning
Maryland
USD 12.3 M -USD 3.07 M -65,941 -20%
LFGO
21
Legacy Financial Group (Oklahoma)
Oklahoma
USD 11.9 M +USD 788 k +16,955 +7%
Focus Partners Advisor Solutions
22
Focus Partners Advisor Solutions
Missouri
USD 11.7 M +USD 6.71 M +144,282 +133%
Jane Street
23
Jane Street
New York
USD 10.7 M -USD 5.87 M -126,305 -35%
AFS
24
Annapolis Financial Services
Maryland
USD 10.4 M +USD 1.29 M +27,686 +14%
Onyx Financial Advisors
25
Onyx Financial Advisors
Idaho
USD 10.1 M +USD 1.19 M +25,519 +13%
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