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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
Quantum Financial Advisors
1
Quantum Financial Advisors
California
USD 17.8 M -USD 91.4 k -3,056 -0.5%
Jane Street
2
Jane Street
New York
USD 11.9 M +USD 7.34 M +245,426 +170%
Abacus Wealth Partners
3
Abacus Wealth Partners
California
USD 9.8 M +USD 1.2 M +40,189 +14%
Five Oceans Advisors
4
Five Oceans Advisors
California
USD 8.52 M +USD 21.2 k +708 +0.3%
Merriman Wealth Management
5
Merriman Wealth Management
Washington
USD 6.19 M +USD 159 k +5,302 +3%
AWM Capital
6
AWM Capital
Arizona
USD 5.86 M +USD 3.44 M +115,067 +148%
Old Mission Capital
7
Old Mission Capital
Illinois
USD 4.88 M -USD 283 k -9,470 -6%
Greenspring Advisors
8
Greenspring Advisors
Maryland
USD 4.06 M +USD 3.99 M +133,416 Nuevas
AE Wealth Management
9
AE Wealth Management
Kansas
USD 3.46 M +USD 129 k +4,324 +4%
RS
10
Retirement Solution
Washington
USD 3.46 M +USD 135 k +4,517 +4%
Forum Financial Management
11
Forum Financial Management
Illinois
USD 3.37 M +USD 2.93 M +97,849 +766%
Adero Partners
12
Adero Partners
California
USD 3.23 M +USD 704 k +23,540 +28%
Heritage Financial Services
13
Heritage Financial Services
Massachusetts
USD 2.26 M +USD 135 k +4,525 +6%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
USD 2.02 M +USD 1.92 M +64,118 Nuevas
Corient Private Wealth
15
Corient Private Wealth
Florida
USD 1.72 M +USD 326 k +10,892 +24%
Pathstone Family Office
16
Pathstone Family Office
New Jersey
USD 1.63 M +USD 1.3 M +43,469 +424%
Francis Financial
17
Francis Financial
USD 1.62 M +USD 334 k +11,151 +27%
Asset Dedication LLC
18
Asset Dedication LLC
California
USD 1.29 M +USD 861 k +28,793 +213%
Willow Creek Wealth Management
19
Willow Creek Wealth Management
California
USD 1.25 M +USD 313 k +10,447 +34%
Northland Capital Management
20
Northland Capital Management
Minnesota
USD 944 k +USD 927 k +30,998 Nuevas
Schoolcraft Capital
21
Schoolcraft Capital
Colorado
USD 836 k +USD 83.9 k +2,805 +11%
Wealth Architects
22
Wealth Architects
California
USD 834 k +USD 820 k +27,405 Nuevas
Planning Center Inc
23
Planning Center Inc
Illinois
USD 751 k -USD 1.08 k -36 -0.1%
Cordant Inc
24
Cordant Inc
Oregon
USD 669 k +USD 147 k +4,930 +29%
Modera Wealth Management
25
Modera Wealth Management
New Jersey
USD 666 k +USD 655 k +21,892 Nuevas
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