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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 121 M +USD 121 M +2,388,867 Nuevas
Market Street Wealth Management Advisors
2
Market Street Wealth Management Advisors
Indiana
USD 58.6 M -USD 2.45 M -48,369 -4%
Sterling Wealth Management
3
Sterling Wealth Management
Illinois
USD 24.8 M +USD 708 k +13,979 +3%
Arkadios Wealth Advisors
4
Arkadios Wealth Advisors
Georgia
USD 14.1 M +USD 14.1 M +277,721 Nuevas
DiNuzzo Private Wealth
5
DiNuzzo Private Wealth
Pennsylvania
USD 13.4 M +USD 1.43 M +28,264 +12%
Chicago Partners Investment Group
6
Chicago Partners Investment Group
Illinois
USD 7.63 M +USD 562 k +11,097 +8%
Root Financial Partners
7
Root Financial Partners
California
USD 7.31 M +USD 3.4 M +67,103 +87%
Phillips Financial Management
8
Phillips Financial Management
Indiana
USD 6.2 M +USD 447 k +8,836 +8%
Strategic Investment Solutions
9
Strategic Investment Solutions
Illinois
USD 6.17 M +USD 6.16 M +121,580 Nuevas
Hiley Hunt Wealth Management
10
Hiley Hunt Wealth Management
Nebraska
USD 5.25 M +USD 5.25 M +103,629 Nuevas
Onyx Financial Advisors
11
Onyx Financial Advisors
Idaho
USD 4.96 M +USD 1.33 M +26,192 +37%
Altiora Financial Group
12
Altiora Financial Group
Ohio
USD 4.08 M +USD 4.08 M +80,607 Nuevas
Jane Street
13
Jane Street
New York
USD 3.82 M +USD 1.09 M +21,480 +40%
Keyes Stange & Wooten Wealth Management
14
Keyes Stange & Wooten Wealth Management
Florida
USD 3.42 M +USD 3.41 M +67,422 Nuevas
Concord Wealth Partners
15
Concord Wealth Partners
Virginia
USD 3.13 M +USD 567 k +11,189 +22%
Apollon Wealth Management
16
Apollon Wealth Management
South Carolina
USD 3.12 M +USD 354 k +7,000 +13%
Mills Wealth Advisors
17
Mills Wealth Advisors
Texas
USD 3.08 M +USD 407 k +8,028 +15%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
USD 3 M +USD 3 M +59,297 Nuevas
Great Oak Capital Partners
19
Great Oak Capital Partners
Massachusetts
USD 2.83 M +USD 866 k +17,108 +44%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 2.77 M +USD 1.27 M +25,174 +85%
Ruedi Wealth Management
21
Ruedi Wealth Management
Illinois
USD 2.75 M +USD 792 k +15,637 +41%
Core Wealth Management
22
Core Wealth Management
Florida
USD 2.65 M +USD 1.94 M +38,356 +274%
Wealthspan Partners
23
Wealthspan Partners
Iowa
USD 2.58 M +USD 1.47 M +29,079 +133%
Bright Financial Advisors
24
Bright Financial Advisors
Michigan
USD 2.05 M -USD 238 k -4,704 -10%
Applied Capital
25
Applied Capital
Arkansas
USD 1.95 M +USD 956 k +18,875 +96%
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