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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 Advisor Solutions
1
Focus Partners Advisor Solutions
Missouri
USD 187 M +USD 19.7 M +413,102 +12%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 177 M +USD 2.52 M +52,835 +1%
Savant Capital
3
Savant Capital
Illinois
USD 172 M +USD 29.3 M +615,916 +21%
Apella Capital
4
Apella Capital
Connecticut
USD 163 M +USD 33.4 M +702,057 +26%
OneDigital Investment Advisors
5
OneDigital Investment Advisors
Kansas
USD 147 M +USD 7.16 M +150,409 +5%
Beaird Harris Wealth Management
6
Beaird Harris Wealth Management
Texas
USD 124 M -USD 2.58 M -54,144 -2%
Planning Center Inc
7
Planning Center Inc
Illinois
USD 112 M +USD 2.89 M +60,699 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 93.1 M +USD 22 M +461,170 +31%
DiNuzzo Private Wealth
9
DiNuzzo Private Wealth
Pennsylvania
USD 91.1 M -USD 2.54 M -53,363 -3%
HighTower Advisors
10
HighTower Advisors
Illinois
USD 81.7 M -USD 3.24 M -68,073 -4%
Phillips Financial Management
11
Phillips Financial Management
Indiana
USD 65.1 M +USD 1.82 M +38,284 +3%
AssetMark Inc
12
AssetMark Inc
California
USD 61.4 M +USD 201 k +4,229 +0.3%
Great Waters Wealth Management
13
Great Waters Wealth Management
Minnesota
USD 59.6 M +USD 2.53 M +53,154 +4%
Root Financial Partners
14
Root Financial Partners
California
USD 57.2 M +USD 5.07 M +106,401 +10%
Market Street Wealth Management Advisors
15
Market Street Wealth Management Advisors
Indiana
USD 55.5 M +USD 370 k +7,778 +0.7%
WPWealth
16
WPWealth
Texas
USD 49.2 M -USD 2.14 M -44,838 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 49 M +USD 2.46 M +51,723 +5%
Rather & Kittrell
18
Rather & Kittrell
Tennessee
USD 46.1 M +USD 1.98 M +41,487 +5%
Altiora Financial Group
19
Altiora Financial Group
Ohio
USD 45.9 M +USD 1.4 M +29,400 +3%
Diversified Portfolios Inc
20
Diversified Portfolios Inc
Michigan
USD 44.8 M +USD 5.12 M +107,566 +13%
Ruedi Wealth Management
21
Ruedi Wealth Management
Illinois
USD 44.6 M +USD 1.79 M +37,593 +4%
RAM Investment Partners
22
RAM Investment Partners
Washington
USD 42.8 M +USD 9.5 M +199,583 +29%
Curio Wealth
23
Curio Wealth
Maryland
USD 36.5 M +USD 10.1 M +211,964 +39%
Park Avenue Securities
24
Park Avenue Securities
New York
USD 33.7 M +USD 11.8 M +247,517 +55%
McIlrath & Eck
25
McIlrath & Eck
Washington
USD 31.3 M +USD 4.14 M +87,023 +15%
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