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icono de DUSB

Dimensional Ultrashort Fixed Income ETF
DUSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Planning Center Inc
1
Planning Center Inc
Illinois
USD 187 M +USD 6.4 M +125,927 +4%
Root Financial Partners
2
Root Financial Partners
California
USD 94.8 M +USD 17.9 M +351,880 +23%
Vise Technologies
3
Vise Technologies
New York
USD 90.7 M +USD 31.7 M +624,554 +54%
PMIM
4
Prudent Man Investment Management
Colorado
USD 79.6 M -USD 1.31 M -25,851 -2%
Savant Capital
5
Savant Capital
Illinois
USD 51.8 M +USD 31 M +610,292 +149%
FH
6
Financial Harvest
Florida
USD 42.2 M +USD 38.5 M +757,182 +1,020%
SJS Investment Consulting
7
SJS Investment Consulting
Ohio
USD 37.5 M +USD 14.2 k +279 +0%
SC&H Financial Advisors
8
SC&H Financial Advisors
Maryland
USD 32.8 M +USD 1.96 M +38,579 +6%
DiNuzzo Private Wealth
9
DiNuzzo Private Wealth
Pennsylvania
USD 31.7 M +USD 2.82 M +55,550 +10%
Financial Plan Inc
10
Financial Plan Inc
Washington
USD 29.8 M -USD 11.7 M -230,803 -28%
ACA
11
American Capital Advisory
Idaho
USD 26 M +USD 1.44 M +28,383 +6%
SWM
12
Sterling Wealth Management
Illinois
USD 25.3 M +USD 209 k +4,116 +0.8%
Three Arch Wealth Management
13
Three Arch Wealth Management
California
USD 21.6 M +USD 3.11 M +61,179 +17%
RIAS
14
Rachor Investment Advisory Services
Michigan
USD 19.9 M +USD 434 k +8,543 +2%
PFA
15
Pillar Financial Advisors
Kentucky
USD 19.6 M +USD 2.34 M +46,151 +14%
Chicago Partners Investment Group
16
Chicago Partners Investment Group
Illinois
USD 19.4 M -USD 1.31 M -25,822 -6%
Phillips Financial Management
17
Phillips Financial Management
Indiana
USD 18.4 M -USD 7.79 M -153,379 -30%
ACM
18
Aspen Capital Management
Idaho
USD 17.8 M +USD 15.4 M +303,750 +641%
Market Street Wealth Management Advisors
19
Market Street Wealth Management Advisors
Indiana
USD 17.8 M +USD 1.13 M +22,205 +7%
Avestar Capital
20
Avestar Capital
New York
USD 15.1 M +USD 1.2 M +23,601 +9%
FF
21
Foundry Financial
California
USD 13.5 M +USD 1.25 M +24,699 +10%
JWM
22
Johnson Wealth Management
North Dakota
USD 13.1 M +USD 1.61 M +31,729 +14%
Mariner
23
Mariner
Kansas
USD 13 M +USD 867 k +17,072 +7%
OFA
24
Onyx Financial Advisors
Idaho
USD 12.9 M +USD 1.36 M +26,695 +12%
HHWM
25
Hiley Hunt Wealth Management
Nebraska
USD 12.7 M +USD 967 k +19,043 +8%
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