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ícone de DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Essential Planning
1
Essential Planning
New Hampshire
US$ 197 mi +US$ 194 mi +4.101.536 +6.121%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
US$ 157 mi +US$ 30,7 mi +649.012 +24%
Focus Partners Advisor Solutions
3
Focus Partners Advisor Solutions
Missouri
US$ 140 mi +US$ 45,2 mi +955.079 +47%
OneDigital Investment Advisors
4
OneDigital Investment Advisors
Kansas
US$ 127 mi +US$ 15,2 mi +321.549 +13%
Beaird Harris Wealth Management
5
Beaird Harris Wealth Management
Texas
US$ 121 mi +US$ 4,81 mi +101.616 +4%
Savant Capital
6
Savant Capital
Illinois
US$ 108 mi +US$ 30,8 mi +651.492 +39%
Planning Center Inc
7
Planning Center Inc
Illinois
US$ 96 mi +US$ 1,66 mi +35.053 +2%
DiNuzzo Private Wealth
8
DiNuzzo Private Wealth
Pennsylvania
US$ 91,4 mi -US$ 2,32 mi -48.969 -2%
HighTower Advisors
9
HighTower Advisors
Illinois
US$ 79,6 mi +US$ 2,93 mi +61.835 +4%
Apella Capital
10
Apella Capital
Connecticut
US$ 78,3 mi +US$ 28,8 mi +609.036 +57%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
US$ 65,8 mi +US$ 3,82 mi +80.691 +6%
AssetMark Inc
12
AssetMark Inc
California
US$ 61,7 mi -US$ 815 mil -17.237 -1%
Phillips Financial Management
13
Phillips Financial Management
Indiana
US$ 57,7 mi +US$ 17,5 mi +369.847 +43%
Great Waters Wealth Management
14
Great Waters Wealth Management
Minnesota
US$ 57,4 mi +US$ 6,28 mi +132.724 +12%
Market Street Wealth Management Advisors
15
Market Street Wealth Management Advisors
Indiana
US$ 53,5 mi +US$ 1,64 mi +34.592 +3%
WPWealth
16
WPWealth
Texas
US$ 49,2 mi +US$ 2,97 mi +62.692 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
US$ 44 mi +US$ 1,57 mi +33.220 +4%
Ruedi Wealth Management
18
Ruedi Wealth Management
Illinois
US$ 41,3 mi +US$ 13,4 mi +283.905 +48%
Rather & Kittrell
19
Rather & Kittrell
Tennessee
US$ 40,2 mi +US$ 5,98 mi +126.362 +17%
Root Financial Partners
20
Root Financial Partners
California
US$ 37,9 mi +US$ 11,5 mi +243.457 +43%
Altiora Financial Group
21
Altiora Financial Group
Ohio
US$ 36,5 mi +US$ 2,16 mi +45.715 +6%
Elser Financial Planning
22
Elser Financial Planning
Indiana
US$ 33,3 mi +US$ 33,6 mi +709.717 Nova
RAM Investment Partners
23
RAM Investment Partners
Washington
US$ 30,2 mi +US$ 2,86 mi +60.405 +10%
Diversified Portfolios Inc
24
Diversified Portfolios Inc
Michigan
US$ 26,4 mi +US$ 6,75 mi +142.761 +34%
Mattern Wealth Management
25
Mattern Wealth Management
Kansas
US$ 26,1 mi +US$ 373 mil +7.888 +1%
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