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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
Asset Dedication LLC
51
Asset Dedication LLC
California
USD 3.63 M -USD 549 k -12,209 -13%
Sequoia Financial Advisors
52
Sequoia Financial Advisors
Ohio
USD 3.53 M -USD 289 k -6,435 -8%
MWM
53
Momentous Wealth Management
Washington
USD 3.38 M +USD 13.1 k +291 +0.4%
CWD
54
Clarity Wealth Development
Oregon
USD 3.35 M +USD 3.33 M +74,188 Nuevas
CPCM
55
Cardinal Point Capital Management
Ontario, Canada
USD 3.3 M +USD 405 +9 +0%
BHWM
56
Beacon Hill Wealth Management
USD 3.06 M +USD 3.05 M +67,915 Nuevas
Revolve Wealth Partners
57
Revolve Wealth Partners
New Jersey
USD 2.79 M -USD 70.3 k -1,563 -2%
Rockbridge Investment Management
58
Rockbridge Investment Management
New York
USD 2.74 M -USD 374 k -8,322 -12%
AA
59
Addison Advisors
Vermont
USD 2.67 M -USD 1.51 M -33,630 -36%
Truepoint Inc
60
Truepoint Inc
Ohio
USD 2.53 M -USD 358 k -7,961 -12%
CFGA
61
Cambridge Financial Group (Arizona)
Arizona
USD 2.4 M +USD 295 k +6,554 +14%
LPL Financial
62
LPL Financial
California
USD 2.31 M +USD 342 k +7,610 +17%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
USD 2.28 M -USD 30.9 k -687 -1%
Mission Wealth Management
64
Mission Wealth Management
California
USD 2.26 M +USD 1.98 M +44,102 +734%
HNWA
65
Henrickson Nauta Wealth Advisors
Michigan
USD 2.2 M +USD 95.5 k +2,125 +5%
Modern Wealth Management
66
Modern Wealth Management
Kansas
USD 2.2 M +USD 913 k +20,309 +72%
Foster Group
67
Foster Group
Iowa
USD 2.18 M -USD 32.4 k -720 -1%
CCMI
68
Creative Capital Management Investments
California
USD 2.17 M +USD 72.2 k +1,606 +3%
NCM
69
Northland Capital Management
Minnesota
USD 2.17 M +USD 450 k +10,008 +26%
HCM
70
Hutchinson Capital Management
California
USD 2.07 M – – –
MA
71
Mutual Advisors
Nebraska
USD 1.94 M +USD 1.94 M +43,124 Nuevas
SSC
72
Syverson Strege & Co
Iowa
USD 1.94 M -USD 45 -1 -0%
Laird Norton Wetherby Trust Company
73
Laird Norton Wetherby Trust Company
Washington
USD 1.93 M +USD 1.93 M +42,829 Nuevas
Fiduciary Financial Group
74
Fiduciary Financial Group
California
USD 1.89 M +USD 534 k +11,888 +39%
Parkside Financial Bank & Trust
75
Parkside Financial Bank & Trust
Missouri
USD 1.8 M +USD 21.1 k +470 +1%
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