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ícone de DFSB

Dimensional Global Sustainability Fixed Income ETF
DFSB

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
THL
76
Tillman Hartley LLC
Colorado
US$ 475 mil +US$ 474 mil +9.112 Nova
RF
77
Rossby Financial
Florida
US$ 467 mil +US$ 15,7 mil +302 +3%
EFN
78
Equita Financial Network
Pennsylvania
US$ 462 mil +US$ 461 mil +8.858 Nova
ACM
79
Aspen Capital Management
Idaho
US$ 441 mil +US$ 26,8 mil +516 +6%
Mission Wealth Management
80
Mission Wealth Management
California
US$ 438 mil +US$ 4,32 mil +83 +1%
Creative Planning
81
Creative Planning
Kansas
US$ 423 mil +US$ 111 mil +2.129 +36%
BRPW
82
Ballast Rock Private Wealth
South Carolina
US$ 406 mil – – –
Sax Wealth Advisors
83
Sax Wealth Advisors
New Jersey
US$ 405 mil +US$ 24,2 mil +465 +6%
SPA
84
Shore Point Advisors
New Jersey
US$ 404 mil -US$ 6,24 mil -120 -2%
SA
85
Stewardship Advisors
Pennsylvania
US$ 402 mil +US$ 34,3 mil +659 +9%
CCC
86
Compass Capital Corp
Massachusetts
US$ 380 mil +US$ 208 +4 +0,1%
M. Kulyk & Associates
87
M. Kulyk & Associates
Georgia
US$ 373 mil -US$ 111 mil -2.128 -23%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
US$ 372 mil +US$ 19 mil +366 +5%
XY Planning Network
89
XY Planning Network
Montana
US$ 368 mil – – –
Financial Plan Inc
90
Financial Plan Inc
Washington
US$ 360 mil – – –
Fortis Capital Management
91
Fortis Capital Management
Washington
US$ 338 mil -US$ 57,2 mil -1.099 -14%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
US$ 297 mil – – –
EWP
93
E-Wealth Partners
Minnesota
US$ 286 mil +US$ 286 mil +5.494 Nova
Legacy Financial Advisors
94
Legacy Financial Advisors
Kentucky
US$ 275 mil -US$ 23,2 mil -445 -8%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
US$ 270 mil +US$ 16 mil +307 +6%
Greenspring Advisors
96
Greenspring Advisors
Maryland
US$ 270 mil +US$ 1,25 mil +24 +0,5%
AWM
97
Ariadne Wealth Management
California
US$ 243 mil +US$ 572 +11 +0,2%
Washington Trust Advisors
98
Washington Trust Advisors
Massachusetts
US$ 235 mil +US$ 48,9 mil +939 +26%
Pine Grove Financial Group
99
Pine Grove Financial Group
Minnesota
US$ 235 mil +US$ 2,45 mil +47 +1%
LIWM
100
Long Island Wealth Management
New York
US$ 228 mil – – –
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