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icono de DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
RS
1
Retirement Solution
Washington
USD 255 M +USD 539 k +11,912 +0.2%
AWM Capital
2
AWM Capital
Arizona
USD 164 M +USD 10.4 M +230,939 +7%
Quantum Financial Advisors
3
Quantum Financial Advisors
California
USD 111 M -USD 995 k -22,007 -0.9%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
USD 101 M +USD 10.3 M +227,971 +12%
MASECO Private Wealth
5
MASECO Private Wealth
USD 96.5 M +USD 2.01 M +44,357 +2%
CC
6
Citrine Capital
California
USD 73.2 M +USD 8.59 M +189,964 +14%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
USD 70.3 M +USD 12.5 M +275,779 +22%
Abacus Wealth Partners
8
Abacus Wealth Partners
California
USD 60.6 M +USD 862 k +19,051 +1%
EP Wealth Advisors
9
EP Wealth Advisors
California
USD 34.3 M +USD 1.39 M +30,736 +4%
Savant Capital
10
Savant Capital
Illinois
USD 25.6 M +USD 4.16 M +91,959 +20%
FOA
11
Five Oceans Advisors
California
USD 22.8 M +USD 1.02 M +22,508 +5%
Forum Financial Management
12
Forum Financial Management
Illinois
USD 22 M +USD 986 k +21,800 +5%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
USD 21.5 M +USD 3.48 M +77,003 +20%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
USD 19.7 M -USD 645 k -14,264 -3%
Pure Financial Advisors
15
Pure Financial Advisors
California
USD 19.6 M +USD 472 k +10,442 +3%
Focus Partners Advisor Solutions
16
Focus Partners Advisor Solutions
Missouri
USD 19.4 M +USD 526 k +11,626 +3%
Apella Capital
17
Apella Capital
Connecticut
USD 19.3 M +USD 627 k +13,871 +4%
Gibson Capital
18
Gibson Capital
Pennsylvania
USD 17.5 M – – –
Beacon Pointe Advisors
19
Beacon Pointe Advisors
California
USD 15.9 M +USD 213 k +4,713 +1%
Simplicity Wealth
20
Simplicity Wealth
New Jersey
USD 14.9 M +USD 1.02 M +22,506 +8%
TFP
21
Triune Financial Partners
Kansas
USD 13.1 M +USD 3.66 k +81 +0%
TCI Wealth Advisors
22
TCI Wealth Advisors
Arizona
USD 12.8 M +USD 185 k +4,099 +2%
Wealth Architects
23
Wealth Architects
California
USD 12.5 M +USD 26.8 k +593 +0.2%
OneDigital Investment Advisors
24
OneDigital Investment Advisors
Kansas
USD 12.5 M +USD 1.73 M +38,310 +17%
QHA
25
Quarry Hill Advisors
Minnesota
USD 12 M +USD 615 k +13,597 +6%
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