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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
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
USD 128 M +USD 128 M +2,690,819 Nuevas
Beaird Harris Wealth Management
2
Beaird Harris Wealth Management
Texas
USD 119 M +USD 5.57 M +117,333 +5%
OneDigital Investment Advisors
3
OneDigital Investment Advisors
Kansas
USD 114 M +USD 10.2 M +213,916 +10%
Focus Partners Advisor Solutions
4
Focus Partners Advisor Solutions
Missouri
USD 96.6 M +USD 74.3 M +1,565,945 +342%
Planning Center Inc
5
Planning Center Inc
Illinois
USD 96.1 M +USD 1.9 M +40,098 +2%
DiNuzzo Private Wealth
6
DiNuzzo Private Wealth
Pennsylvania
USD 95.4 M -USD 79.8 k -1,681 -0.1%
Savant Capital
7
Savant Capital
Illinois
USD 79.1 M +USD 22.3 M +470,573 +40%
HighTower Advisors
8
HighTower Advisors
Illinois
USD 78.1 M +USD 2.02 M +42,663 +3%
AssetMark Inc
9
AssetMark Inc
California
USD 63.6 M -USD 1.4 M -29,561 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 63.2 M +USD 3.28 M +69,204 +6%
Market Street Wealth Management Advisors
11
Market Street Wealth Management Advisors
Indiana
USD 52.8 M +USD 1.26 M +26,579 +2%
Great Waters Wealth Management
12
Great Waters Wealth Management
Minnesota
USD 52.1 M +USD 6.34 M +133,692 +14%
Apella Capital
13
Apella Capital
Connecticut
USD 50.8 M +USD 1.02 M +21,484 +2%
WPWealth
14
WPWealth
Texas
USD 47.1 M +USD 4.78 M +100,620 +11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 43.2 M +USD 1.94 M +40,795 +5%
Phillips Financial Management
16
Phillips Financial Management
Indiana
USD 41.1 M +USD 8.65 M +182,327 +27%
Altiora Financial Group
17
Altiora Financial Group
Ohio
USD 35 M +USD 9.6 M +201,611 +38%
Rather & Kittrell
18
Rather & Kittrell
Tennessee
USD 34.9 M +USD 3.24 M +68,222 +10%
Ruedi Wealth Management
19
Ruedi Wealth Management
Illinois
USD 28.5 M +USD 11 M +230,951 +63%
RAM Investment Partners
20
RAM Investment Partners
Washington
USD 27.9 M +USD 1.73 M +36,491 +7%
Root Financial Partners
21
Root Financial Partners
California
USD 27 M +USD 8.92 M +188,043 +50%
Mattern Wealth Management
22
Mattern Wealth Management
Kansas
USD 26.2 M +USD 1.63 M +34,333 +7%
Sax Wealth Advisors
23
Sax Wealth Advisors
New Jersey
USD 26.1 M +USD 1.05 M +22,030 +4%
Grunden Financial Advisory
24
Grunden Financial Advisory
Texas
USD 21.8 M +USD 379 k +7,983 +2%
RFG Advisory
25
RFG Advisory
Alabama
USD 21.5 M +USD 550 k +11,585 +3%
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