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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
Private Advisor Group
126
Private Advisor Group
New Jersey
USD 287 k +USD 15.8 k +330 +6%
Financial Plan Inc
127
Financial Plan Inc
Washington
USD 286 k +USD 24.5 k +512 +10%
Tanager Wealth Management
128
Tanager Wealth Management
United Kingdom
USD 286 k -USD 3.87 k -81 -1%
Petersen Hastings Wealth Advisors
129
Petersen Hastings Wealth Advisors
Washington
USD 276 k -USD 7.65 k -160 -3%
DFP
130
Donalies Financial Planning
District of Columbia
USD 276 k +USD 2.44 k +51 +0.9%
Quantinno Capital Management
131
Quantinno Capital Management
New York
USD 271 k – – –
Bridgewater Advisors
132
Bridgewater Advisors
New York
USD 270 k -USD 34.6 k -724 -11%
JAA
133
Joel Adams & Associates
North Carolina
USD 264 k -USD 1.1 k -23 -0.4%
VPWA
134
Vestia Personal Wealth Advisors
Indiana
USD 264 k +USD 258 k +5,403 Nuevas
UWM
135
United Wealth Management
Virginia
USD 261 k -USD 2.2 k -46 -0.9%
MGWA
136
Monument Group Wealth Advisors
Massachusetts
USD 257 k – – –
BGWM
137
Bridge Generations Wealth Management
Florida
USD 254 k – – –
SM
138
Sensible Money
Arizona
USD 247 k – – –
DiNuzzo Private Wealth
139
DiNuzzo Private Wealth
Pennsylvania
USD 242 k -USD 2.87 k -60 -1%
OPF
140
Old Peak Finance
North Carolina
USD 240 k +USD 235 k +4,917 Nuevas
WPWealth
141
WPWealth
Texas
USD 239 k +USD 1.15 k +24 +0.5%
Creative Planning
142
Creative Planning
Kansas
USD 233 k +USD 227 k +4,757 Nuevas
Cassaday & Co Wealth Management
143
Cassaday & Co Wealth Management
Virginia
USD 227 k -USD 7.94 k -166 -3%
LMFP
144
Larry Mathis Financial Planning
Arizona
USD 216 k +USD 211 k +4,414 Nuevas
EFP
145
Envision Financial Planning
Tennessee
USD 212 k +USD 208 k +4,341 Nuevas
MWM
146
MBE Wealth Management
Wisconsin
USD 207 k +USD 203 k +4,241 Nuevas
Physician Wealth Advisors
147
Physician Wealth Advisors
Utah
USD 207 k – – –
Geometric Wealth Advisors
148
Geometric Wealth Advisors
District of Columbia
USD 203 k +USD 198 k +4,145 Nuevas
VWM
149
Vermillion Wealth Management
Minnesota
USD 202 k +USD 1.1 k +23 +0.6%
RWM
150
Ruedi Wealth Management
Illinois
USD 201 k +USD 197 k +4,117 Nuevas
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