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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 95.8 M +USD 13.7 M +294,409 +17%
DiNuzzo Private Wealth
2
DiNuzzo Private Wealth
Pennsylvania
USD 93.9 M +USD 93 M +1,996,592 Nuevas
OneDigital Investment Advisors
3
OneDigital Investment Advisors
Kansas
USD 59.6 M +USD 57.1 M +1,224,914 +2,868%
Buckingham Strategic Wealth
4
Buckingham Strategic Wealth
Missouri
USD 43.9 M +USD 35.7 M +765,902 +454%
Market Street Wealth Management Advisors
5
Market Street Wealth Management Advisors
Indiana
USD 43.3 M +USD 41.5 M +890,126 +2,916%
AssetMark Inc
6
AssetMark Inc
California
USD 39.4 M -USD 874 k -18,759 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 35.5 M +USD 9.16 M +196,584 +35%
Apella Capital
8
Apella Capital
Connecticut
USD 34.8 M +USD 30.2 M +648,535 +688%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 33.8 M +USD 1.39 M +29,942 +4%
Great Waters Wealth Management
10
Great Waters Wealth Management
Minnesota
USD 30.2 M +USD 1.09 M +23,468 +4%
Savant Capital
11
Savant Capital
Illinois
USD 29.8 M +USD 10.7 M +230,314 +57%
HighTower Advisors
12
HighTower Advisors
Illinois
USD 28.3 M +USD 27.2 M +583,103 +2,987%
Focus Partners Advisor Solutions
13
Focus Partners Advisor Solutions
Missouri
USD 26 M +USD 14 M +299,945 +118%
Phillips Financial Management
14
Phillips Financial Management
Indiana
USD 23.9 M +USD 3.51 M +75,347 +17%
Burney Company
15
Burney Company
Virginia
USD 23.5 M -USD 4.85 M -104,135 -17%
RAM Investment Partners
16
RAM Investment Partners
Washington
USD 22.8 M +USD 4.35 M +93,366 +24%
Mattern Wealth Management
17
Mattern Wealth Management
Kansas
USD 22.8 M -USD 4.72 M -101,372 -17%
Jane Street
18
Jane Street
New York
USD 20.7 M +USD 9.7 M +209,038 +90%
Grunden Financial Advisory
19
Grunden Financial Advisory
Texas
USD 20.3 M +USD 20.1 M +431,220 Nuevas
Rather & Kittrell
20
Rather & Kittrell
Tennessee
USD 19.8 M +USD 2.52 M +54,035 +15%
Waverly Advisors
21
Waverly Advisors
Alabama
USD 19.4 M -USD 5.25 M -112,686 -21%
RFG Advisory
22
RFG Advisory
Alabama
USD 18.5 M -USD 2.85 M -61,102 -13%
Valued Wealth Advisors
23
Valued Wealth Advisors
Utah
USD 15 M +USD 15 M +322,944 Nuevas
Rockwood Wealth Management
24
Rockwood Wealth Management
Pennsylvania
USD 14 M +USD 954 k +20,490 +7%
Bank of America
25
Bank of America
North Carolina
USD 13.9 M +USD 5.27 M +113,192 +62%
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