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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 106 M +USD 9.8 M +208,969 +10%
DiNuzzo Private Wealth
2
DiNuzzo Private Wealth
Pennsylvania
USD 91.6 M -USD 2.36 M -50,230 -3%
OneDigital Investment Advisors
3
OneDigital Investment Advisors
Kansas
USD 83.2 M +USD 23.6 M +501,299 +40%
HighTower Advisors
4
HighTower Advisors
Illinois
USD 74.3 M +USD 45.9 M +975,759 +162%
Buckingham Strategic Wealth
5
Buckingham Strategic Wealth
Missouri
USD 74.2 M +USD 30.2 M +641,609 +69%
Jane Street
6
Jane Street
New York
USD 52.9 M +USD 32.2 M +684,369 +155%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 49.8 M +USD 15.9 M +338,816 +47%
Market Street Wealth Management Advisors
8
Market Street Wealth Management Advisors
Indiana
USD 47.8 M +USD 4.53 M +96,397 +10%
Savant Capital
9
Savant Capital
Illinois
USD 42.5 M +USD 12.7 M +270,347 +43%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
USD 40 M +USD 4.47 M +95,051 +13%
AssetMark Inc
11
AssetMark Inc
California
USD 38.1 M -USD 1.31 M -27,883 -3%
WPWealth
12
WPWealth
Texas
USD 38 M +USD 28.1 M +596,826 +281%
Apella Capital
13
Apella Capital
Connecticut
USD 37.9 M +USD 2.92 M +62,121 +8%
Great Waters Wealth Management
14
Great Waters Wealth Management
Minnesota
USD 37.6 M +USD 7.3 M +155,371 +24%
Phillips Financial Management
15
Phillips Financial Management
Indiana
USD 29.4 M +USD 5.45 M +115,962 +23%
Rather & Kittrell
16
Rather & Kittrell
Tennessee
USD 25.9 M +USD 6.05 M +128,629 +30%
Mattern Wealth Management
17
Mattern Wealth Management
Kansas
USD 24.1 M +USD 1.31 M +27,782 +6%
RAM Investment Partners
18
RAM Investment Partners
Washington
USD 23.8 M +USD 990 k +21,057 +4%
Grunden Financial Advisory
19
Grunden Financial Advisory
Texas
USD 20.7 M +USD 411 k +8,751 +2%
RFG Advisory
20
RFG Advisory
Alabama
USD 19.4 M +USD 924 k +19,667 +5%
Burney Company
21
Burney Company
Virginia
USD 18.7 M -USD 4.85 M -103,102 -21%
Sax Wealth Advisors
22
Sax Wealth Advisors
New Jersey
USD 18.2 M +USD 7.03 M +149,618 +63%
Waverly Advisors
23
Waverly Advisors
Alabama
USD 18.1 M -USD 1.34 M -28,550 -7%
Rockwood Wealth Management
24
Rockwood Wealth Management
Pennsylvania
USD 15.9 M +USD 1.96 M +41,667 +14%
Valued Wealth Advisors
25
Valued Wealth Advisors
Utah
USD 15.4 M +USD 192 k +4,080 +1%
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