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icono de DFSD

Dimensional Short-Duration Fixed Income ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Beaird Harris Wealth Management
1
Beaird Harris Wealth Management
Texas
USD 111 M +USD 5.88 M +125,183 +6%
OneDigital Investment Advisors
2
OneDigital Investment Advisors
Kansas
USD 102 M +USD 19.2 M +408,457 +23%
Buckingham Strategic Wealth
3
Buckingham Strategic Wealth
Missouri
USD 97.6 M +USD 23.5 M +501,191 +32%
DiNuzzo Private Wealth
4
DiNuzzo Private Wealth
Pennsylvania
USD 94 M +USD 2.54 M +54,048 +3%
Planning Center Inc
5
Planning Center Inc
Illinois
USD 92.7 M +USD 90.3 M +1,923,470 +3,943%
HighTower Advisors
6
HighTower Advisors
Illinois
USD 74.9 M +USD 727 k +15,489 +1%
AssetMark Inc
7
AssetMark Inc
California
USD 64 M +USD 25.9 M +552,297 +68%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 58.9 M +USD 9.2 M +195,917 +19%
Savant Capital
9
Savant Capital
Illinois
USD 55.8 M +USD 13.3 M +282,942 +31%
Market Street Wealth Management Advisors
10
Market Street Wealth Management Advisors
Indiana
USD 50.7 M +USD 2.94 M +62,618 +6%
Apella Capital
11
Apella Capital
Connecticut
USD 49.1 M +USD 11.1 M +235,742 +29%
Great Waters Wealth Management
12
Great Waters Wealth Management
Minnesota
USD 45 M +USD 7.36 M +156,849 +20%
WPWealth
13
WPWealth
Texas
USD 41.6 M +USD 3.63 M +77,279 +10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 40.6 M +USD 628 k +13,384 +2%
Phillips Financial Management
15
Phillips Financial Management
Indiana
USD 31.9 M +USD 2.5 M +53,348 +9%
Rather & Kittrell
16
Rather & Kittrell
Tennessee
USD 31.1 M +USD 5.25 M +111,935 +20%
RAM Investment Partners
17
RAM Investment Partners
Washington
USD 25.8 M +USD 1.93 M +41,205 +8%
Altiora Financial Group
18
Altiora Financial Group
Ohio
USD 25 M +USD 25 M +532,095 Nuevas
Sax Wealth Advisors
19
Sax Wealth Advisors
New Jersey
USD 24.7 M +USD 6.54 M +139,414 +36%
Mattern Wealth Management
20
Mattern Wealth Management
Kansas
USD 24.2 M +USD 74.7 k +1,592 +0.3%
Focus Partners Advisor Solutions
21
Focus Partners Advisor Solutions
Missouri
USD 21.5 M +USD 10.8 M +230,603 +102%
Grunden Financial Advisory
22
Grunden Financial Advisory
Texas
USD 21.1 M +USD 442 k +9,414 +2%
RFG Advisory
23
RFG Advisory
Alabama
USD 20.7 M +USD 1.26 M +26,828 +7%
Park Avenue Securities
24
Park Avenue Securities
New York
USD 20.4 M +USD 7.88 M +167,971 +63%
Jane Street
25
Jane Street
New York
USD 19.8 M -USD 33 M -703,830 -63%