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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 244 M +USD 56.1 M +1,165,194 +30%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 226 M +USD 48.3 M +1,002,627 +27%
Savant Capital
3
Savant Capital
Illinois
USD 196 M +USD 23.4 M +485,578 +14%
Apella Capital
4
Apella Capital
Connecticut
USD 194 M +USD 29.2 M +606,441 +18%
OneDigital Investment Advisors
5
OneDigital Investment Advisors
Kansas
USD 156 M +USD 8.07 M +167,635 +5%
Beaird Harris Wealth Management
6
Beaird Harris Wealth Management
Texas
USD 142 M +USD 18.1 M +375,323 +15%
Planning Center Inc
7
Planning Center Inc
Illinois
USD 117 M +USD 4.7 M +97,586 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 98.7 M +USD 5.29 M +109,907 +6%
DiNuzzo Private Wealth
9
DiNuzzo Private Wealth
Pennsylvania
USD 93.9 M +USD 2.41 M +49,990 +3%
Root Financial Partners
10
Root Financial Partners
California
USD 89.5 M +USD 32 M +665,421 +56%
HighTower Advisors
11
HighTower Advisors
Illinois
USD 86 M +USD 3.93 M +81,640 +5%
Phillips Financial Management
12
Phillips Financial Management
Indiana
USD 73.7 M +USD 8.27 M +171,936 +13%
Great Waters Wealth Management
13
Great Waters Wealth Management
Minnesota
USD 68 M +USD 8.15 M +169,265 +14%
AssetMark Inc
14
AssetMark Inc
California
USD 60 M -USD 1.6 M -33,313 -3%
Market Street Wealth Management Advisors
15
Market Street Wealth Management Advisors
Indiana
USD 57 M +USD 1.25 M +25,907 +2%
Diversified Portfolios Inc
16
Diversified Portfolios Inc
Michigan
USD 54.4 M +USD 9.44 M +196,048 +21%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 52.4 M +USD 3.28 M +68,082 +7%
WPWealth
18
WPWealth
Texas
USD 52.3 M +USD 2.94 M +61,192 +6%
Rather & Kittrell
19
Rather & Kittrell
Tennessee
USD 50.9 M +USD 4.64 M +96,325 +10%
Ruedi Wealth Management
20
Ruedi Wealth Management
Illinois
USD 46.8 M +USD 2 M +41,532 +4%
Altiora Financial Group
21
Altiora Financial Group
Ohio
USD 46.2 M +USD 110 k +2,284 +0.2%
McIlrath & Eck
22
McIlrath & Eck
Washington
USD 44.2 M +USD 12.8 M +265,487 +41%
RAM Investment Partners
23
RAM Investment Partners
Washington
USD 43.5 M +USD 575 k +11,949 +1%
Curio Wealth
24
Curio Wealth
Maryland
USD 39.1 M +USD 2.46 M +51,191 +7%
Park Avenue Securities
25
Park Avenue Securities
New York
USD 35.5 M +USD 1.74 M +36,080 +5%
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