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icono de DFUV

Dimensional US Marketwide Value ETF
DFUV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Beaird Harris Wealth Management
26
Beaird Harris Wealth Management
Texas
USD 65.6 M -USD 1.66 M -31,556 -3%
Forum Financial Management
27
Forum Financial Management
Illinois
USD 63.8 M -USD 755 k -14,380 -1%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
USD 62.4 M -USD 1.37 M -26,176 -2%
Apella Capital
29
Apella Capital
Connecticut
USD 58.8 M -USD 255 k -4,864 -0.5%
Parkwoods Wealth Partners
30
Parkwoods Wealth Partners
New York
USD 58.5 M +USD 2.01 M +38,217 +4%
SC
31
Schoolcraft Capital
Colorado
USD 57.6 M -USD 700 k -13,328 -1%
Monograph Wealth Advisors
32
Monograph Wealth Advisors
California
USD 56.2 M +USD 399 k +7,596 +0.7%
TFP
33
Triune Financial Partners
Kansas
USD 54 M +USD 1.34 M +25,534 +3%
TH
34
Team Hewins
California
USD 52.4 M -USD 660 k -12,567 -1%
CA
35
Clune & Associates
Illinois
USD 52.2 M +USD 12.1 M +229,839 +32%
TFC Financial Management
36
TFC Financial Management
Massachusetts
USD 49.8 M -USD 179 k -3,404 -0.4%
KEB Asset Management
37
KEB Asset Management
Illinois
USD 49.5 M +USD 2.69 M +51,184 +6%
PWIA
38
Porter White Investment Advisors
Alabama
USD 48.8 M -USD 4.79 M -91,137 -9%
Elser Financial Planning
39
Elser Financial Planning
Indiana
USD 48.6 M -USD 489 k -9,309 -1%
Smartleaf Asset Management
40
Smartleaf Asset Management
Massachusetts
USD 46.7 M – – –
DEM
41
Disciplined Equity Management
Florida
USD 46.1 M +USD 1.59 M +30,190 +4%
Heritage Investment Group
42
Heritage Investment Group
Florida
USD 46 M -USD 463 k -8,811 -1%
Verus Financial Partners
43
Verus Financial Partners
Virginia
USD 45.9 M +USD 4.31 M +82,174 +11%
GWMT
44
Guardian Wealth Management (Tennessee)
Tennessee
USD 45.3 M -USD 1.01 M -19,177 -2%
CPA
45
Capital Performance Advisors
California
USD 43.6 M -USD 434 k -8,272 -1%
Integrated Wealth Concepts
46
Integrated Wealth Concepts
Massachusetts
USD 42.4 M +USD 611 k +11,634 +2%
TFO
47
Timonier Family Office
North Carolina
USD 42.4 M +USD 40.4 M +769,971 Nuevas
Wescott Financial Advisory Group
48
Wescott Financial Advisory Group
Pennsylvania
USD 41.5 M -USD 913 k -17,394 -2%
DFS
49
Dixon Fnancial Services
California
USD 41 M -USD 251 k -4,781 -0.6%
Sax Wealth Advisors
50
Sax Wealth Advisors
New Jersey
USD 39.4 M +USD 107 k +2,029 +0.2%
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