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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 126 M +USD 1.26 M +24,926 +1%
Prudent Man Investment Management
2
Prudent Man Investment Management
Colorado
USD 57.6 M +USD 57.8 M +1,139,200 Nuevas
Market Street Wealth Management Advisors
3
Market Street Wealth Management Advisors
Indiana
USD 49.2 M -USD 4.68 M -92,194 -9%
Sterling Wealth Management
4
Sterling Wealth Management
Illinois
USD 25.3 M +USD 42.3 k +833 +0.2%
Root Financial Partners
5
Root Financial Partners
California
USD 19.7 M +USD 7.63 M +150,334 +63%
DiNuzzo Private Wealth
6
DiNuzzo Private Wealth
Pennsylvania
USD 17.8 M +USD 3.11 M +61,305 +21%
Chicago Partners Investment Group
7
Chicago Partners Investment Group
Illinois
USD 15.4 M -USD 259 k -5,107 -2%
American Capital Advisory
8
American Capital Advisory
Idaho
USD 14.1 M +USD 1.89 M +37,161 +15%
SJS Investment Consulting
9
SJS Investment Consulting
Ohio
USD 12.6 M +USD 5.28 M +104,095 +72%
Phillips Financial Management
10
Phillips Financial Management
Indiana
USD 11.4 M +USD 3.81 M +75,140 +50%
Altiora Financial Group
11
Altiora Financial Group
Ohio
USD 11 M +USD 1.42 M +28,026 +15%
Pillar Financial Advisors
12
Pillar Financial Advisors
Kentucky
USD 9.49 M +USD 9.5 M +187,614 Nuevas
ShankerValleau Wealth Advisors
13
ShankerValleau Wealth Advisors
Illinois
USD 9.21 M +USD 9.23 M +181,957 Nuevas
SC&H Financial Advisors
14
SC&H Financial Advisors
Maryland
USD 9.15 M +USD 7.53 M +148,415 +457%
Hiley Hunt Wealth Management
15
Hiley Hunt Wealth Management
Nebraska
USD 7.71 M +USD 1.6 M +31,553 +26%
Arkadios Wealth Advisors
16
Arkadios Wealth Advisors
Georgia
USD 7.47 M -USD 6.92 M -136,344 -48%
Master's Wealth Management
17
Master's Wealth Management
Pennsylvania
USD 6.7 M +USD 6.72 M +132,500 Nuevas
Onyx Financial Advisors
18
Onyx Financial Advisors
Idaho
USD 6.39 M +USD 742 k +14,621 +13%
Strategic Investment Solutions
19
Strategic Investment Solutions
Illinois
USD 6.29 M +USD 91.5 k +1,803 +1%
Savant Capital
20
Savant Capital
Illinois
USD 6.2 M +USD 6.22 M +122,542 Nuevas
Ruedi Wealth Management
21
Ruedi Wealth Management
Illinois
USD 6.16 M +USD 432 k +8,524 +8%
Essential Planning
22
Essential Planning
New Hampshire
USD 5.32 M +USD 5.33 M +104,952 Nuevas
Babb Wealth Advisors
23
Babb Wealth Advisors
Arizona
USD 5.27 M +USD 5.29 M +104,225 Nuevas
Moran Wealth Management
24
Moran Wealth Management
Florida
USD 5.25 M +USD 5.26 M +103,679 Nuevas
Warburton Capital Management
25
Warburton Capital Management
Oklahoma
USD 5.01 M +USD 5.02 M +98,955 Nuevas
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