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Dimensional Ultrashort Fixed Income ETF
DUSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
USD 11.5 M +USD 690 k +13,592 +6%
BWA
27
Babb Wealth Advisors
Arizona
USD 11 M +USD 351 k +6,915 +3%
WC
28
Wolfstich Capital
Massachusetts
USD 10.9 M +USD 3.8 M +74,841 +54%
TC
29
TAGStone Capital
North Carolina
USD 10.6 M -USD 966 k -19,013 -8%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
USD 10.2 M +USD 5.59 M +109,970 +122%
NDWM
31
New Dimensions Wealth Management
Texas
USD 10.1 M +USD 101 k +1,993 +1%
FS
32
Financial Symmetry
North Carolina
USD 9.8 M +USD 450 k +8,858 +5%
TWM
33
Tumwater Wealth Management
Idaho
USD 9.8 M +USD 453 k +8,913 +5%
Creative Planning
34
Creative Planning
Kansas
USD 9 M +USD 1.24 M +24,455 +16%
WP
35
Wealthspan Partners
Iowa
USD 8.71 M +USD 623 k +12,258 +8%
Arkadios Wealth Advisors
36
Arkadios Wealth Advisors
Georgia
USD 8.54 M +USD 839 k +16,520 +11%
Choreo LLC
37
Choreo LLC
Illinois
USD 8.48 M +USD 1.08 M +21,316 +15%
RWM
38
Ruedi Wealth Management
Illinois
USD 8.34 M +USD 667 k +13,141 +9%
Mattern Wealth Management
39
Mattern Wealth Management
Kansas
USD 7.85 M +USD 414 k +8,160 +6%
SPA
40
Shore Point Advisors
New Jersey
USD 7.73 M +USD 339 k +6,669 +4%
Parkwoods Wealth Partners
41
Parkwoods Wealth Partners
New York
USD 7.69 M +USD 164 k +3,225 +2%
LEFP
42
Leading Edge Financial Planning
Tennessee
USD 7.67 M +USD 573 k +11,283 +8%
TWC
43
Tencap Wealth Coaching
Utah
USD 7.63 M +USD 7.64 M +150,331 Nuevas
APFP
44
Action Point Financial Planning
Michigan
USD 7.26 M +USD 7.26 M +142,983 Nuevas
Beacon Pointe Advisors
45
Beacon Pointe Advisors
California
USD 7.11 M +USD 690 k +13,591 +11%
Pathstone Holdings
46
Pathstone Holdings
New Jersey
USD 6.9 M +USD 4.03 M +79,267 +140%
Citadel Advisors
47
Citadel Advisors
Florida
USD 6.12 M +USD 1.66 M +32,719 +37%
SIS
48
Strategic Investment Solutions
Illinois
USD 5.83 M +USD 290 k +5,716 +5%
Prime Capital Investment Advisors
49
Prime Capital Investment Advisors
Kansas
USD 5.6 M -USD 971 k -19,124 -15%
Betterment LLC
50
Betterment LLC
New York
USD 5.56 M +USD 326 k +6,411 +6%
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