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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 149 M +USD 6.48 M +127,761 +5%
Prudent Man Investment Management
2
Prudent Man Investment Management
Colorado
USD 57.4 M -USD 171 k -3,369 -0.3%
Market Street Wealth Management Advisors
3
Market Street Wealth Management Advisors
Indiana
USD 34.2 M -USD 8.84 M -174,189 -21%
Root Financial Partners
4
Root Financial Partners
California
USD 30.9 M +USD 3.99 M +78,618 +15%
SC&H Financial Advisors
5
SC&H Financial Advisors
Maryland
USD 28.5 M +USD 6.33 M +124,833 +29%
Sterling Wealth Management
6
Sterling Wealth Management
Illinois
USD 23.4 M +USD 23.4 M +460,476 Nuevas
Chicago Partners Investment Group
7
Chicago Partners Investment Group
Illinois
USD 22.7 M +USD 2.51 M +49,523 +12%
SJS Investment Consulting
8
SJS Investment Consulting
Ohio
USD 21 M +USD 1.71 M +33,768 +9%
DiNuzzo Private Wealth
9
DiNuzzo Private Wealth
Pennsylvania
USD 20.5 M +USD 817 k +16,111 +4%
American Capital Advisory
10
American Capital Advisory
Idaho
USD 16.4 M +USD 1.06 M +20,819 +7%
Savant Capital
11
Savant Capital
Illinois
USD 15.2 M +USD 830 k +16,359 +6%
Phillips Financial Management
12
Phillips Financial Management
Indiana
USD 14.8 M -USD 164 k -3,241 -1%
TAGStone Capital
13
TAGStone Capital
North Carolina
USD 11.4 M +USD 8.82 M +173,918 +338%
Pillar Financial Advisors
14
Pillar Financial Advisors
Kentucky
USD 11.3 M +USD 675 k +13,308 +6%
Altiora Financial Group
15
Altiora Financial Group
Ohio
USD 10.6 M -USD 349 k -6,883 -3%
Moran Wealth Management
16
Moran Wealth Management
Florida
USD 9.41 M +USD 9.41 M +185,413 Nuevas
New Dimensions Wealth Management
17
New Dimensions Wealth Management
Texas
USD 9.33 M +USD 291 k +5,745 +3%
Wealthspan Partners
18
Wealthspan Partners
Iowa
USD 9.08 M +USD 1.95 M +38,350 +27%
Mariner
19
Mariner
Kansas
USD 8.92 M +USD 4.3 M +84,745 +93%
Hiley Hunt Wealth Management
20
Hiley Hunt Wealth Management
Nebraska
USD 8.57 M +USD 127 k +2,509 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
USD 8.51 M +USD 628 k +12,384 +8%
Onyx Financial Advisors
22
Onyx Financial Advisors
Idaho
USD 8.05 M +USD 296 k +5,837 +4%
Strategic Investment Solutions
23
Strategic Investment Solutions
Illinois
USD 7.49 M +USD 162 k +3,201 +2%
Master's Wealth Management
24
Master's Wealth Management
Pennsylvania
USD 7.03 M +USD 288 k +5,668 +4%
Mattern Wealth Management
25
Mattern Wealth Management
Kansas
USD 6.62 M +USD 3.3 M +64,954 +99%
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