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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
Truepoint Inc
51
Truepoint Inc
Ohio
USD 1.45 M -USD 112 k -2,342 -7%
CFGA
52
Cambridge Financial Group (Arizona)
Arizona
USD 1.41 M +USD 154 k +3,215 +13%
Betterment LLC
53
Betterment LLC
New York
USD 1.38 M -USD 130 k -2,711 -9%
Mission Wealth Management
54
Mission Wealth Management
California
USD 1.3 M +USD 976 k +20,407 +332%
Burton Enright Welch
55
Burton Enright Welch
California
USD 1.24 M -USD 72.8 k -1,523 -6%
Brown Advisory
56
Brown Advisory
Maryland
USD 1.2 M +USD 383 k +8,003 +48%
BHWM
57
Beacon Hill Wealth Management
USD 1.2 M +USD 1.17 M +24,539 Nuevas
HighTower Advisors
58
HighTower Advisors
Illinois
USD 1.11 M +USD 23.8 k +497 +2%
Rockbridge Investment Management
59
Rockbridge Investment Management
New York
USD 1.04 M -USD 137 k -2,865 -12%
SF
60
SeedSafe Financial
Texas
USD 1.01 M – – –
HNWA
61
Henrickson Nauta Wealth Advisors
Michigan
USD 1 M +USD 9.04 k +189 +0.9%
Modera Wealth Management
62
Modera Wealth Management
New Jersey
USD 984 k +USD 177 k +3,709 +23%
MWM
63
Momentous Wealth Management
Washington
USD 977 k -USD 10.9 k -227 -1%
CPCM
64
Cardinal Point Capital Management
Ontario, Canada
USD 973 k -USD 3.73 k -78 -0.4%
SMA
65
Seven Mile Advisory
New Jersey
USD 961 k -USD 39 k -816 -4%
ACM
66
Aspen Capital Management
Idaho
USD 952 k -USD 29.4 k -614 -3%
Harbour Investments
67
Harbour Investments
Wisconsin
USD 946 k -USD 36.1 k -754 -4%
MWM
68
Meritas Wealth Management
California
USD 936 k -USD 52.1 k -1,089 -5%
MGW
69
MB Generational Wealth
Washington
USD 923 k -USD 41.2 k -861 -4%
MFA
70
Morling Financial Advisors
California
USD 897 k -USD 5.79 k -121 -0.7%
NWAM LLC
71
NWAM LLC
Washington
USD 893 k +USD 14.1 k +294 +2%
Sequoia Financial Advisors
72
Sequoia Financial Advisors
Ohio
USD 877 k +USD 88.4 k +1,848 +11%
WUW
73
Wheels Up Wealth
California
USD 792 k -USD 27.5 k -575 -3%
NewEdge Wealth
74
NewEdge Wealth
Pennsylvania
USD 758 k – – –
CCMI
75
Creative Capital Management Investments
California
USD 740 k – – –
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