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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
AIC
26
Allodium Investment Consultants
Minnesota
USD 3.77 M -USD 16.4 k -342 -0.4%
DWM
27
Drive Wealth Management
Utah
USD 3.55 M -USD 82.8 k -1,731 -2%
OneDigital Investment Advisors
28
OneDigital Investment Advisors
Kansas
USD 3.33 M +USD 170 k +3,555 +5%
NCM
29
New Capital Management
Texas
USD 3.32 M -USD 21.2 k -443 -0.6%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
USD 3.22 M -USD 310 k -6,473 -9%
Cerity Partners
31
Cerity Partners
New York
USD 3.18 M +USD 1.77 M +37,049 +132%
Focus Partners Advisor Solutions
32
Focus Partners Advisor Solutions
Missouri
USD 3.1 M +USD 392 k +8,200 +15%
Asset Dedication LLC
33
Asset Dedication LLC
California
USD 3.04 M -USD 155 k -3,247 -5%
Perigon Wealth Management
34
Perigon Wealth Management
California
USD 2.91 M -USD 4.11 k -86 -0.1%
Goldman Sachs
35
Goldman Sachs
New York
USD 2.88 M +USD 431 k +9,016 +18%
HIF
36
Hill Island Financial
Michigan
USD 2.7 M – – –
NWM
37
Navigoe Wealth Management
California
USD 2.64 M -USD 53.2 k -1,113 -2%
Corient Private Wealth
38
Corient Private Wealth
Florida
USD 2.62 M -USD 41 k -857 -2%
EFN
39
Equita Financial Network
Pennsylvania
USD 2.57 M +USD 398 k +8,328 +19%
QHA
40
Quarry Hill Advisors
Minnesota
USD 2.55 M +USD 107 k +2,235 +4%
Beacon Pointe Advisors
41
Beacon Pointe Advisors
California
USD 2.48 M +USD 43.3 k +905 +2%
Laird Norton Wetherby Trust Company
42
Laird Norton Wetherby Trust Company
Washington
USD 2.43 M +USD 2.38 M +49,725 Nuevas
Klaas Financial Asset Advisors
43
Klaas Financial Asset Advisors
Illinois
USD 2.34 M -USD 9.18 k -192 -0.4%
TFP
44
Triune Financial Partners
Kansas
USD 2.18 M -USD 35 k -731 -2%
CI
45
Cordant Inc
Oregon
USD 1.87 M +USD 162 k +3,379 +10%
Simplicity Wealth
46
Simplicity Wealth
New Jersey
USD 1.84 M +USD 145 k +3,035 +9%
Planning Center Inc
47
Planning Center Inc
Illinois
USD 1.75 M -USD 28.2 k -589 -2%
RW Investment Management
48
RW Investment Management
Idaho
USD 1.67 M +USD 56.2 k +1,176 +4%
LAMC
49
Longview Asset Management (California)
California
USD 1.67 M -USD 160 k -3,347 -9%
CWD
50
Clarity Wealth Development
Oregon
USD 1.64 M +USD 1.61 M +33,627 Nuevas
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