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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 173 M +USD 13.7 M +290,599 +9%
Focus Partners Advisor Solutions
2
Focus Partners Advisor Solutions
Missouri
USD 166 M +USD 23.9 M +505,317 +17%
Savant Capital
3
Savant Capital
Illinois
USD 141 M +USD 31.1 M +659,534 +29%
OneDigital Investment Advisors
4
OneDigital Investment Advisors
Kansas
USD 139 M +USD 9.7 M +205,040 +8%
Apella Capital
5
Apella Capital
Connecticut
USD 128 M +USD 48.3 M +1,023,221 +61%
Beaird Harris Wealth Management
6
Beaird Harris Wealth Management
Texas
USD 125 M +USD 2.12 M +44,872 +2%
Planning Center Inc
7
Planning Center Inc
Illinois
USD 108 M +USD 10.3 M +217,856 +11%
DiNuzzo Private Wealth
8
DiNuzzo Private Wealth
Pennsylvania
USD 92.7 M +USD 80.6 k +1,707 +0.1%
HighTower Advisors
9
HighTower Advisors
Illinois
USD 84.1 M +USD 3.39 M +71,887 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 70.2 M +USD 3.46 M +73,269 +5%
Phillips Financial Management
11
Phillips Financial Management
Indiana
USD 62.7 M +USD 4.18 M +88,590 +7%
AssetMark Inc
12
AssetMark Inc
California
USD 60.6 M -USD 1.89 M -40,021 -3%
Great Waters Wealth Management
13
Great Waters Wealth Management
Minnesota
USD 56.5 M -USD 1.61 M -34,059 -3%
Market Street Wealth Management Advisors
14
Market Street Wealth Management Advisors
Indiana
USD 54.6 M +USD 354 k +7,498 +0.7%
Root Financial Partners
15
Root Financial Partners
California
USD 51.6 M +USD 13.1 M +276,591 +34%
WPWealth
16
WPWealth
Texas
USD 50.8 M +USD 937 k +19,838 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 46 M +USD 1.4 M +29,749 +3%
Altiora Financial Group
18
Altiora Financial Group
Ohio
USD 44.1 M +USD 6.99 M +147,997 +19%
Rather & Kittrell
19
Rather & Kittrell
Tennessee
USD 43.6 M +USD 2.9 M +61,386 +7%
Ruedi Wealth Management
20
Ruedi Wealth Management
Illinois
USD 42.4 M +USD 520 k +11,016 +1%
Diversified Portfolios Inc
21
Diversified Portfolios Inc
Michigan
USD 39.2 M +USD 12.4 M +261,611 +46%
RAM Investment Partners
22
RAM Investment Partners
Washington
USD 32.9 M +USD 2.21 M +46,758 +7%
Mattern Wealth Management
23
Mattern Wealth Management
Kansas
USD 27.5 M +USD 1.08 M +22,912 +4%
McIlrath & Eck
24
McIlrath & Eck
Washington
USD 26.8 M +USD 7.26 M +153,777 +37%
Hemington Wealth Management
25
Hemington Wealth Management
Virginia
USD 26.5 M +USD 15 M +317,202 +132%
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