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icono de DFUV

Dimensional US Marketwide Value ETF
DFUV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
New Dimensions Wealth Management
126
New Dimensions Wealth Management
Texas
USD 15.8 M +USD 461 k +8,785 +3%
Altiora Financial Group
127
Altiora Financial Group
Ohio
USD 15.4 M -USD 788 -15 -0%
Sterling Wealth Management
128
Sterling Wealth Management
Illinois
USD 15.1 M -USD 516 k -9,819 -3%
Andrews Lucia Wealth Management
129
Andrews Lucia Wealth Management
California
USD 14.8 M +USD 487 k +9,277 +4%
Frankly Finances
130
Frankly Finances
Florida
USD 14.8 M – – –
Bridgewater Advisors
131
Bridgewater Advisors
New York
USD 14.5 M +USD 16.4 k +313 +0.1%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
USD 14.4 M +USD 995 k +18,951 +8%
Vise Technologies
133
Vise Technologies
New York
USD 14.4 M -USD 11.6 M -221,562 -46%
Kestra Advisory Services
134
Kestra Advisory Services
Texas
USD 14 M -USD 153 k -2,917 -1%
EP Wealth Advisors
135
EP Wealth Advisors
California
USD 14 M +USD 675 k +12,857 +5%
Lauterbach Financial Advisors
136
Lauterbach Financial Advisors
Texas
USD 13.9 M -USD 338 k -6,430 -2%
Vestia Personal Wealth Advisors
137
Vestia Personal Wealth Advisors
Indiana
USD 13.7 M +USD 15.1 k +287 +0.1%
Wells Fargo
138
Wells Fargo
California
USD 13.4 M -USD 1.01 M -19,286 -7%
Burk Holdings
139
Burk Holdings
Oklahoma
USD 12.7 M +USD 198 k +3,762 +2%
Investmark Advisory Group
140
Investmark Advisory Group
Connecticut
USD 12.6 M +USD 58.5 k +1,115 +0.5%
Atomi Financial Group
141
Atomi Financial Group
New York
USD 12.3 M +USD 821 k +15,639 +8%
RTD Financial Advisors
142
RTD Financial Advisors
Pennsylvania
USD 12 M -USD 148 k -2,815 -1%
JDH Wealth Management
143
JDH Wealth Management
California
USD 11.7 M -USD 285 k -5,436 -2%
CWMA
144
Capstone Wealth Management (Alabama)
Alabama
USD 11.6 M -USD 45.6 k -869 -0.4%
Walsh & Associates
145
Walsh & Associates
Florida
USD 11.5 M +USD 1.18 M +22,422 +12%
Versant Capital Management
146
Versant Capital Management
Arizona
USD 11.2 M -USD 72.4 k -1,379 -0.7%
Tobias Financial Advisors
147
Tobias Financial Advisors
Florida
USD 11.1 M -USD 214 k -4,080 -2%
APFP
148
Action Point Financial Planning
Michigan
USD 11 M +USD 4.76 M +90,724 +84%
RF&L Wealth Management
149
RF&L Wealth Management
Massachusetts
USD 10.9 M -USD 153 k -2,918 -1%
Visionary Wealth Advisors
150
Visionary Wealth Advisors
Illinois
USD 10.7 M +USD 150 k +2,864 +1%
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