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Dimensional Ultrashort Fixed Income ETF
DUSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
THL
51
Tillman Hartley LLC
Colorado
USD 5.53 M +USD 3.02 M +59,463 +120%
Altiora Financial Group
52
Altiora Financial Group
Ohio
USD 5.19 M -USD 364 k -7,164 -7%
CPW
53
Cogent Private Wealth
Florida
USD 5 M -USD 2.12 M -41,699 -30%
3FI
54
3 Factor Indexing
California
USD 4.93 M -USD 1.56 M -30,627 -24%
AssuredPartners Investment Advisors
55
AssuredPartners Investment Advisors
Florida
USD 4.93 M +USD 260 k +5,111 +6%
Live Oak Private Wealth
56
Live Oak Private Wealth
North Carolina
USD 4.77 M +USD 3.8 M +74,905 +394%
Raymond James Financial
57
Raymond James Financial
Florida
USD 4.69 M +USD 501 k +9,861 +12%
Farther Finance Advisors
58
Farther Finance Advisors
California
USD 4.58 M +USD 675 k +13,291 +17%
Dynamic Advisor Solutions
59
Dynamic Advisor Solutions
Arizona
USD 4.58 M -USD 54.5 k -1,073 -1%
NWM
60
Navigoe Wealth Management
California
USD 4.56 M +USD 780 k +15,366 +21%
GOCP
61
Great Oak Capital Partners
Massachusetts
USD 4.43 M +USD 666 k +13,121 +18%
VW
62
Vance Wealth
California
USD 4.35 M -USD 498 k -9,814 -10%
CMP
63
Coston McIsaac & Partners
Maine
USD 4.17 M -USD 9.5 k -188 -0.2%
Concord Wealth Partners
64
Concord Wealth Partners
Virginia
USD 4.11 M +USD 37.3 k +734 +0.9%
BFA
65
Bright Financial Advisors
Michigan
USD 3.96 M -USD 202 k -3,984 -5%
OFI
66
Outbound Financial Inc
Colorado
USD 3.84 M +USD 1.84 M +36,181 +92%
SCA
67
Strathmore Capital Advisors
North Carolina
USD 3.77 M +USD 109 k +2,145 +3%
Apella Capital
68
Apella Capital
Connecticut
USD 3.66 M -USD 1.12 M -22,122 -23%
Kestra Advisory Services
69
Kestra Advisory Services
Texas
USD 3.62 M -USD 602 k -11,845 -14%
DWM
70
DWR Wealth Management
California
USD 3.6 M +USD 135 k +2,650 +4%
VPWA
71
Vestia Personal Wealth Advisors
Indiana
USD 3.18 M -USD 92.3 k -1,818 -3%
Quantum Financial Advisors
72
Quantum Financial Advisors
California
USD 3.17 M – – –
FWM
73
FMB Wealth Management
California
USD 3.07 M -USD 87.6 k -1,725 -3%
AC
74
Applied Capital
Arkansas
USD 3.06 M +USD 1.08 M +21,359 +55%
Savvy Advisors Inc
75
Savvy Advisors Inc
New York
USD 3.04 M +USD 1.58 M +31,202 +109%
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