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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
Essential Planning
1
Essential Planning
New Hampshire
USD 197 M +USD 194 M +4,101,536 +6,121%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 157 M +USD 30.7 M +649,012 +24%
Focus Partners Advisor Solutions
3
Focus Partners Advisor Solutions
Missouri
USD 140 M +USD 45.2 M +955,079 +47%
OneDigital Investment Advisors
4
OneDigital Investment Advisors
Kansas
USD 127 M +USD 15.2 M +321,549 +13%
Beaird Harris Wealth Management
5
Beaird Harris Wealth Management
Texas
USD 121 M +USD 4.81 M +101,616 +4%
Savant Capital
6
Savant Capital
Illinois
USD 108 M +USD 30.8 M +651,492 +39%
Planning Center Inc
7
Planning Center Inc
Illinois
USD 96 M +USD 1.66 M +35,053 +2%
DiNuzzo Private Wealth
8
DiNuzzo Private Wealth
Pennsylvania
USD 91.4 M -USD 2.32 M -48,969 -2%
HighTower Advisors
9
HighTower Advisors
Illinois
USD 79.6 M +USD 2.93 M +61,835 +4%
Apella Capital
10
Apella Capital
Connecticut
USD 78.3 M +USD 28.8 M +609,036 +57%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 65.8 M +USD 3.82 M +80,691 +6%
AssetMark Inc
12
AssetMark Inc
California
USD 61.7 M -USD 815 k -17,237 -1%
Phillips Financial Management
13
Phillips Financial Management
Indiana
USD 57.7 M +USD 17.5 M +369,847 +43%
Great Waters Wealth Management
14
Great Waters Wealth Management
Minnesota
USD 57.4 M +USD 6.28 M +132,724 +12%
Market Street Wealth Management Advisors
15
Market Street Wealth Management Advisors
Indiana
USD 53.5 M +USD 1.64 M +34,592 +3%
WPWealth
16
WPWealth
Texas
USD 49.2 M +USD 2.97 M +62,692 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 44 M +USD 1.57 M +33,220 +4%
Ruedi Wealth Management
18
Ruedi Wealth Management
Illinois
USD 41.3 M +USD 13.4 M +283,905 +48%
Rather & Kittrell
19
Rather & Kittrell
Tennessee
USD 40.2 M +USD 5.98 M +126,362 +17%
Root Financial Partners
20
Root Financial Partners
California
USD 37.9 M +USD 11.5 M +243,457 +43%
Altiora Financial Group
21
Altiora Financial Group
Ohio
USD 36.5 M +USD 2.16 M +45,715 +6%
Elser Financial Planning
22
Elser Financial Planning
Indiana
USD 33.3 M +USD 33.6 M +709,717 Nuevas
RAM Investment Partners
23
RAM Investment Partners
Washington
USD 30.2 M +USD 2.86 M +60,405 +10%
Diversified Portfolios Inc
24
Diversified Portfolios Inc
Michigan
USD 26.4 M +USD 6.75 M +142,761 +34%
Mattern Wealth Management
25
Mattern Wealth Management
Kansas
USD 26.1 M +USD 373 k +7,888 +1%
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