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icono de DFVX

Dimensional US Large Cap Vector ETF
DFVX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HBK Sorce Advisory
1
HBK Sorce Advisory
Pennsylvania
USD 385 M +USD 5.9 M +73,351 +2%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
USD 29.3 M +USD 2.41 M +29,973 +9%
Wealthquest
3
Wealthquest
Ohio
USD 19.9 M -USD 2.14 M -26,651 -10%
CW
4
Curio Wealth
Maryland
USD 10.5 M +USD 929 k +11,558 +10%
Chicago Partners Investment Group
5
Chicago Partners Investment Group
Illinois
USD 8.55 M +USD 761 k +9,472 +10%
ELM
6
Elite Life Management
Florida
USD 7.36 M +USD 340 k +4,233 +5%
MWA
7
Medallion Wealth Advisors
Connecticut
USD 3.94 M +USD 88.9 k +1,106 +2%
USWIA
8
UP Strategic Wealth Investment Advisors
Pennsylvania
USD 3.78 M +USD 96.1 k +1,196 +3%
Goldman Sachs
9
Goldman Sachs
New York
USD 2.33 M +USD 2.28 M +28,394 Nuevas
M Holdings Securities
10
M Holdings Securities
Oregon
USD 2.17 M -USD 3.33 M -41,491 -61%
LPL Financial
11
LPL Financial
California
USD 1.65 M +USD 922 k +11,468 +133%
FFG
12
First Financial Group
North Carolina
USD 1.52 M +USD 64.3 k +800 +5%
Citadel Advisors
13
Citadel Advisors
Florida
USD 1.38 M -USD 72.9 k -907 -5%
WPWealth
14
WPWealth
Texas
USD 1.36 M – – –
VPF
15
Vantage Point Financial
Illinois
USD 1 M +USD 723 +9 +0.1%
BC
16
BDFS Capital
Delaware
USD 839 k +USD 820 k +10,199 Nuevas
PIA
17
Pinion Investment Advisors
Kansas
USD 824 k -USD 37.2 k -463 -4%
Cary Street Partners
18
Cary Street Partners
Virginia
USD 811 k -USD 115 k -1,428 -13%
AIS
19
American Investment Services
Massachusetts
USD 673 k -USD 82.8 k -1,030 -11%
EL
20
EWA LLC
Pennsylvania
USD 670 k -USD 215 k -2,675 -25%
NB
21
Northwest Bancshares
Pennsylvania
USD 484 k – – –
Haverford Trust Company
22
Haverford Trust Company
Pennsylvania
USD 410 k +USD 400 k +4,983 Nuevas
Farther Finance Advisors
23
Farther Finance Advisors
California
USD 405 k +USD 346 k +4,305 +699%
Wealth Enhancement Trust Services
24
Wealth Enhancement Trust Services
South Dakota
USD 390 k +USD 381 k +4,739 Nuevas
Rockwood Wealth Management
25
Rockwood Wealth Management
Pennsylvania
USD 328 k – – –
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