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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 125 M +USD 4.15 M +81,817 +3%
Market Street Wealth Management Advisors
2
Market Street Wealth Management Advisors
Indiana
USD 54 M -USD 4.63 M -91,253 -8%
Sterling Wealth Management
3
Sterling Wealth Management
Illinois
USD 25.3 M +USD 458 k +9,036 +2%
Chicago Partners Investment Group
4
Chicago Partners Investment Group
Illinois
USD 15.6 M +USD 8.04 M +158,380 +105%
DiNuzzo Private Wealth
5
DiNuzzo Private Wealth
Pennsylvania
USD 14.7 M +USD 1.28 M +25,307 +10%
Arkadios Wealth Advisors
6
Arkadios Wealth Advisors
Georgia
USD 14.4 M +USD 320 k +6,307 +2%
American Capital Advisory
7
American Capital Advisory
Idaho
USD 12.3 M +USD 12.3 M +242,256 Nuevas
Root Financial Partners
8
Root Financial Partners
California
USD 12.1 M +USD 4.81 M +94,798 +66%
Altiora Financial Group
9
Altiora Financial Group
Ohio
USD 9.6 M +USD 5.54 M +109,292 +136%
Phillips Financial Management
10
Phillips Financial Management
Indiana
USD 7.6 M +USD 1.39 M +27,412 +22%
SJS Investment Consulting
11
SJS Investment Consulting
Ohio
USD 7.36 M +USD 6.47 M +127,494 +729%
Strategic Investment Solutions
12
Strategic Investment Solutions
Illinois
USD 6.26 M +USD 75 k +1,479 +1%
Hiley Hunt Wealth Management
13
Hiley Hunt Wealth Management
Nebraska
USD 6.14 M +USD 878 k +17,304 +17%
Ruedi Wealth Management
14
Ruedi Wealth Management
Illinois
USD 5.75 M +USD 2.99 M +58,938 +109%
Onyx Financial Advisors
15
Onyx Financial Advisors
Idaho
USD 5.67 M +USD 698 k +13,753 +14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
USD 3.36 M +USD 584 k +11,503 +21%
Great Oak Capital Partners
17
Great Oak Capital Partners
Massachusetts
USD 3.25 M +USD 423 k +8,331 +15%
Apollon Wealth Management
18
Apollon Wealth Management
South Carolina
USD 3.17 M +USD 50.7 k +1,000 +2%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
USD 3.16 M +USD 150 k +2,966 +5%
Wealthspan Partners
20
Wealthspan Partners
Iowa
USD 3.02 M +USD 433 k +8,531 +17%
Applied Capital
21
Applied Capital
Arkansas
USD 2.94 M +USD 983 k +19,384 +50%
Bright Financial Advisors
22
Bright Financial Advisors
Michigan
USD 2.88 M +USD 830 k +16,367 +41%
Jane Street
23
Jane Street
New York
USD 2.86 M -USD 966 k -19,032 -25%
Mills Wealth Advisors
24
Mills Wealth Advisors
Texas
USD 2.85 M -USD 238 k -4,694 -8%
Concord Wealth Partners
25
Concord Wealth Partners
Virginia
USD 2.7 M -USD 442 k -8,721 -14%
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