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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 261 M +USD 36.6 M +759,852 +16%
Apella Capital
2
Apella Capital
Connecticut
USD 216 M +USD 24.4 M +506,782 +13%
Savant Capital
3
Savant Capital
Illinois
USD 193 M -USD 2.64 M -54,751 -1%
OneDigital Investment Advisors
4
OneDigital Investment Advisors
Kansas
USD 171 M +USD 15.5 M +321,470 +10%
Beaird Harris Wealth Management
5
Beaird Harris Wealth Management
Texas
USD 154 M +USD 12 M +248,048 +8%
Planning Center Inc
6
Planning Center Inc
Illinois
USD 129 M +USD 13 M +270,402 +11%
Root Financial Partners
7
Root Financial Partners
California
USD 119 M +USD 30.2 M +626,808 +34%
Vise Technologies
8
Vise Technologies
New York
USD 109 M +USD 80.7 M +1,675,494 +280%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 109 M +USD 10.4 M +215,671 +11%
DiNuzzo Private Wealth
10
DiNuzzo Private Wealth
Pennsylvania
USD 98 M +USD 4.6 M +95,540 +5%
HighTower Advisors
11
HighTower Advisors
Illinois
USD 90.5 M +USD 5.01 M +103,925 +6%
Phillips Financial Management
12
Phillips Financial Management
Indiana
USD 84.7 M +USD 11.5 M +238,095 +16%
Great Waters Wealth Management
13
Great Waters Wealth Management
Minnesota
USD 74.8 M +USD 7.14 M +148,092 +10%
Rachor Investment Advisory Services
14
Rachor Investment Advisory Services
Michigan
USD 67.5 M +USD 67.8 M +1,407,423 Nuevas
Diversified Portfolios Inc
15
Diversified Portfolios Inc
Michigan
USD 59.3 M +USD 5.18 M +107,430 +10%
Rather & Kittrell
16
Rather & Kittrell
Tennessee
USD 59.1 M +USD 8.46 M +175,465 +17%
Market Street Wealth Management Advisors
17
Market Street Wealth Management Advisors
Indiana
USD 58.5 M +USD 1.86 M +38,632 +3%
AssetMark Inc
18
AssetMark Inc
California
USD 58.5 M -USD 1.23 M -25,552 -2%
WPWealth
19
WPWealth
Texas
USD 56.2 M +USD 4.12 M +85,477 +8%
Focus Partners Advisor Solutions
20
Focus Partners Advisor Solutions
Missouri
USD 55 M -USD 189 M -3,915,870 -77%
McIlrath & Eck
21
McIlrath & Eck
Washington
USD 54.3 M +USD 10.4 M +214,986 +23%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 52.6 M +USD 453 k +9,399 +0.9%
Ruedi Wealth Management
23
Ruedi Wealth Management
Illinois
USD 50 M +USD 3.46 M +71,749 +7%
Altiora Financial Group
24
Altiora Financial Group
Ohio
USD 46.7 M +USD 740 k +15,365 +2%
RAM Investment Partners
25
RAM Investment Partners
Washington
USD 45.6 M +USD 2.35 M +48,724 +5%
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