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icono de DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AWM Capital
1
AWM Capital
Arizona
USD 40.2 M +USD 2.93 M +61,181 +8%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
USD 32.9 M +USD 4.93 M +103,062 +18%
MASECO Private Wealth
3
MASECO Private Wealth
USD 29 M +USD 274 k +5,736 +1%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
USD 27.8 M +USD 1.55 M +32,450 +6%
Quantum Financial Advisors
5
Quantum Financial Advisors
California
USD 25.8 M -USD 839 k -17,556 -3%
FOA
6
Five Oceans Advisors
California
USD 21.6 M +USD 195 k +4,081 +0.9%
Forum Financial Management
7
Forum Financial Management
Illinois
USD 17.9 M -USD 425 k -8,878 -2%
CC
8
Citrine Capital
California
USD 15.8 M -USD 240 k -5,012 -2%
Abacus Wealth Partners
9
Abacus Wealth Partners
California
USD 15.5 M -USD 1.08 M -22,541 -7%
EP Wealth Advisors
10
EP Wealth Advisors
California
USD 15 M +USD 11.2 k +235 +0.1%
Savant Capital
11
Savant Capital
Illinois
USD 12.8 M +USD 2.27 M +47,555 +22%
RS
12
Retirement Solution
Washington
USD 12.6 M -USD 176 k -3,680 -1%
Wealthspire Advisors (New York)
13
Wealthspire Advisors (New York)
New York
USD 9.38 M +USD 9.17 M +191,799 Nuevas
Wealth Architects
14
Wealth Architects
California
USD 7.58 M -USD 55.5 k -1,161 -0.7%
Elser Financial Planning
15
Elser Financial Planning
Indiana
USD 6.17 M -USD 22.2 k -465 -0.4%
SC
16
Schoolcraft Capital
Colorado
USD 6.01 M -USD 625 k -13,077 -10%
Francis Financial
17
Francis Financial
USD 5.34 M +USD 202 k +4,217 +4%
Pure Financial Advisors
18
Pure Financial Advisors
California
USD 5.11 M -USD 161 k -3,374 -3%
Apella Capital
19
Apella Capital
Connecticut
USD 4.88 M +USD 356 k +7,449 +8%
Brighton Jones LLC
20
Brighton Jones LLC
Washington
USD 4.46 M +USD 431 k +9,021 +11%
Greenspring Advisors
21
Greenspring Advisors
Maryland
USD 4.45 M -USD 2.83 M -59,252 -39%
TCI Wealth Advisors
22
TCI Wealth Advisors
Arizona
USD 4.12 M -USD 30.9 k -646 -0.8%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
USD 4.11 M +USD 577 k +12,063 +17%
BRIA
24
Balanced Rock Investment Advisors
Massachusetts
USD 3.99 M -USD 345 k -7,219 -8%
RAM Investment Partners
25
RAM Investment Partners
Washington
USD 3.84 M +USD 359 k +7,500 +11%
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