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icono de DFUS

Dimensional US Equity ETF
DFUS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Buckingham Strategic Wealth
1
Buckingham Strategic Wealth
Missouri
USD 468 M +USD 17.2 M +301,723 +4%
Index Fund Advisors
2
Index Fund Advisors
California
USD 348 M -USD 4.22 M -74,308 -1%
Plancorp LLC
3
Plancorp LLC
Missouri
USD 297 M -USD 4.39 M -77,269 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 244 M -USD 3.32 M -58,319 -1%
Creative Planning
5
Creative Planning
Kansas
USD 218 M +USD 113 M +1,992,827 +116%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
USD 213 M -USD 9.46 M -166,336 -4%
Sax Wealth Advisors
7
Sax Wealth Advisors
New Jersey
USD 183 M +USD 20.3 M +356,613 +13%
TCI Wealth Advisors
8
TCI Wealth Advisors
Arizona
USD 136 M +USD 2.23 M +39,253 +2%
LPL Financial
9
LPL Financial
California
USD 121 M +USD 60.4 M +1,063,231 +106%
Great Waters Wealth Management
10
Great Waters Wealth Management
Minnesota
USD 117 M +USD 10.8 M +189,775 +11%
Zhang Financial
11
Zhang Financial
Michigan
USD 110 M +USD 13.4 M +235,289 +14%
Intelligence Driven Advisers
12
Intelligence Driven Advisers
California
USD 104 M +USD 3.62 M +63,602 +4%
G2 Capital Management
13
G2 Capital Management
Ohio
USD 97.2 M +USD 1.29 M +22,721 +1%
Corient Private Wealth
14
Corient Private Wealth
Florida
USD 97 M +USD 821 k +14,449 +0.9%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 96.3 M +USD 11.8 M +207,165 +14%
Sequoia Financial Advisors
16
Sequoia Financial Advisors
Ohio
USD 93.7 M -USD 1.47 M -25,815 -2%
JFS Wealth Advisors
17
JFS Wealth Advisors
Pennsylvania
USD 83.7 M -USD 724 k -12,732 -0.9%
Private Capital Management (Colorado)
18
Private Capital Management (Colorado)
Colorado
USD 78.6 M +USD 39.7 M +698,827 +110%
Root Financial Partners
19
Root Financial Partners
California
USD 78 M +USD 16 M +280,798 +27%
Flagstone Financial Management
20
Flagstone Financial Management
Nebraska
USD 76.1 M +USD 1.55 M +27,244 +2%
DiNuzzo Private Wealth
21
DiNuzzo Private Wealth
Pennsylvania
USD 75.7 M -USD 1.19 M -20,897 -2%
Focus Partners Advisor Solutions
22
Focus Partners Advisor Solutions
Missouri
USD 73.8 M +USD 4.96 M +87,163 +7%
Forum Financial Management
23
Forum Financial Management
Illinois
USD 73.6 M -USD 5.91 M -103,951 -8%
AssetMark Inc
24
AssetMark Inc
California
USD 73.5 M -USD 341 -6 -0%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 69.5 M +USD 1.43 M +25,213 +2%
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