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icono de DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
USD 55 M +USD 2.41 M +53,576 +5%
MASECO Private Wealth
2
MASECO Private Wealth
USD 45.7 M +USD 1.1 M +24,530 +2%
AWM Capital
3
AWM Capital
Arizona
USD 44.9 M +USD 2.88 M +64,141 +7%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
USD 44.4 M +USD 8.54 M +189,897 +24%
Quantum Financial Advisors
5
Quantum Financial Advisors
California
USD 37.5 M -USD 419 k -9,313 -1%
Francis Financial
6
Francis Financial
USD 34.6 M +USD 369 k +8,206 +1%
Abacus Wealth Partners
7
Abacus Wealth Partners
California
USD 27.3 M +USD 862 k +19,181 +3%
FOA
8
Five Oceans Advisors
California
USD 19.2 M +USD 1.02 M +22,617 +6%
EP Wealth Advisors
9
EP Wealth Advisors
California
USD 19.2 M +USD 452 k +10,059 +2%
CC
10
Citrine Capital
California
USD 17.7 M +USD 157 k +3,500 +0.9%
RS
11
Retirement Solution
Washington
USD 15.8 M -USD 25.4 k -566 -0.2%
Savant Capital
12
Savant Capital
Illinois
USD 14 M +USD 1.73 M +38,428 +14%
Apella Capital
13
Apella Capital
Connecticut
USD 13.8 M +USD 622 k +13,843 +5%
Forum Financial Management
14
Forum Financial Management
Illinois
USD 12.1 M +USD 244 k +5,419 +2%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
USD 11.2 M +USD 2.95 M +65,653 +36%
Elser Financial Planning
16
Elser Financial Planning
Indiana
USD 10.8 M +USD 297 k +6,601 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
USD 10.3 M +USD 7.63 M +169,818 +290%
BRIA
18
Balanced Rock Investment Advisors
Massachusetts
USD 10 M +USD 312 k +6,939 +3%
Wealthspire Advisors (New York)
19
Wealthspire Advisors (New York)
New York
USD 9.9 M +USD 7.21 M +160,368 +275%
HIF
20
Hill Island Financial
Michigan
USD 9.17 M +USD 436 k +9,705 +5%
AIC
21
Allodium Investment Consultants
Minnesota
USD 9.11 M +USD 356 k +7,912 +4%
Planning Center Inc
22
Planning Center Inc
Illinois
USD 8.35 M +USD 152 k +3,388 +2%
Focus Partners Advisor Solutions
23
Focus Partners Advisor Solutions
Missouri
USD 8.34 M +USD 2.18 M +48,536 +36%
NCM
24
New Capital Management
Texas
USD 8.12 M -USD 7.15 k -159 -0.1%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
USD 7.11 M +USD 210 k +4,671 +3%
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