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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 293 M +USD 32.5 M +676,361 +12%
Apella Capital
2
Apella Capital
Connecticut
USD 253 M +USD 35.4 M +736,646 +16%
Focus Partners Advisor Solutions
3
Focus Partners Advisor Solutions
Missouri
USD 245 M +USD 192 M +3,980,811 +347%
Savant Capital
4
Savant Capital
Illinois
USD 187 M -USD 5.34 M -111,094 -3%
OneDigital Investment Advisors
5
OneDigital Investment Advisors
Kansas
USD 177 M +USD 6.85 M +142,450 +4%
Beaird Harris Wealth Management
6
Beaird Harris Wealth Management
Texas
USD 149 M -USD 4.58 M -95,101 -3%
Root Financial Partners
7
Root Financial Partners
California
USD 143 M +USD 24.4 M +506,613 +20%
Planning Center Inc
8
Planning Center Inc
Illinois
USD 134 M +USD 5.5 M +114,315 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 116 M +USD 7.46 M +155,010 +7%
Vise Technologies
10
Vise Technologies
New York
USD 109 M – – –
DiNuzzo Private Wealth
11
DiNuzzo Private Wealth
Pennsylvania
USD 97.7 M -USD 118 k -2,451 -0.1%
HighTower Advisors
12
HighTower Advisors
Illinois
USD 94.3 M +USD 3.9 M +81,154 +4%
Great Waters Wealth Management
13
Great Waters Wealth Management
Minnesota
USD 85.4 M +USD 10.8 M +224,127 +14%
Phillips Financial Management
14
Phillips Financial Management
Indiana
USD 82.1 M -USD 2.53 M -52,536 -3%
Rachor Investment Advisory Services
15
Rachor Investment Advisory Services
Michigan
USD 69.6 M +USD 2.18 M +45,292 +3%
Diversified Portfolios Inc
16
Diversified Portfolios Inc
Michigan
USD 64 M +USD 4.8 M +99,809 +8%
Rather & Kittrell
17
Rather & Kittrell
Tennessee
USD 63.8 M +USD 4.83 M +100,336 +8%
McIlrath & Eck
18
McIlrath & Eck
Washington
USD 62.1 M +USD 7.96 M +165,524 +15%
Market Street Wealth Management Advisors
19
Market Street Wealth Management Advisors
Indiana
USD 59.6 M +USD 1.2 M +24,971 +2%
WPWealth
20
WPWealth
Texas
USD 57.9 M +USD 1.87 M +38,786 +3%
AssetMark Inc
21
AssetMark Inc
California
USD 57 M -USD 1.43 M -29,659 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 56.6 M +USD 4.12 M +85,652 +8%
Ruedi Wealth Management
23
Ruedi Wealth Management
Illinois
USD 52.5 M +USD 2.62 M +54,458 +5%
RAM Investment Partners
24
RAM Investment Partners
Washington
USD 47.8 M +USD 2.23 M +46,454 +5%
Curio Wealth
25
Curio Wealth
Maryland
USD 45.9 M +USD 1.34 M +27,869 +3%
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