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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 156 M +USD 7.15 M +140,752 +5%
Prudent Man Investment Management
2
Prudent Man Investment Management
Colorado
USD 57.4 M -USD 1.02 k -20 -0%
Root Financial Partners
3
Root Financial Partners
California
USD 48.5 M +USD 17.6 M +347,155 +57%
SJS Investment Consulting
4
SJS Investment Consulting
Ohio
USD 30.5 M +USD 9.49 M +186,794 +45%
SC&H Financial Advisors
5
SC&H Financial Advisors
Maryland
USD 27.1 M -USD 1.44 M -28,359 -5%
Chicago Partners Investment Group
6
Chicago Partners Investment Group
Illinois
USD 26.2 M +USD 3.43 M +67,629 +15%
Market Street Wealth Management Advisors
7
Market Street Wealth Management Advisors
Indiana
USD 24.8 M -USD 9.46 M -186,209 -28%
Sterling Wealth Management
8
Sterling Wealth Management
Illinois
USD 24 M +USD 650 k +12,793 +3%
DiNuzzo Private Wealth
9
DiNuzzo Private Wealth
Pennsylvania
USD 22.7 M +USD 2.19 M +43,127 +11%
Phillips Financial Management
10
Phillips Financial Management
Indiana
USD 20.8 M +USD 6 M +118,091 +41%
Savant Capital
11
Savant Capital
Illinois
USD 19.5 M +USD 4.35 M +85,707 +29%
American Capital Advisory
12
American Capital Advisory
Idaho
USD 17.4 M +USD 1.03 M +20,240 +6%
Vise Technologies
13
Vise Technologies
New York
USD 15 M +USD 15 M +295,350 Nuevas
Pillar Financial Advisors
14
Pillar Financial Advisors
Kentucky
USD 14.3 M +USD 2.98 M +58,583 +26%
TAGStone Capital
15
TAGStone Capital
North Carolina
USD 10.5 M -USD 951 k -18,717 -8%
Wealthspan Partners
16
Wealthspan Partners
Iowa
USD 10.2 M +USD 1.09 M +21,380 +12%
Altiora Financial Group
17
Altiora Financial Group
Ohio
USD 10.1 M -USD 490 k -9,654 -5%
New Dimensions Wealth Management
18
New Dimensions Wealth Management
Texas
USD 9.41 M +USD 102 k +2,011 +1%
JWM
19
Johnson Wealth Management
North Dakota
USD 9.25 M +USD 9.25 M +182,062 Nuevas
Hiley Hunt Wealth Management
20
Hiley Hunt Wealth Management
Nebraska
USD 9.14 M +USD 579 k +11,396 +7%
Mariner
21
Mariner
Kansas
USD 8.71 M -USD 217 k -4,267 -2%
Babb Wealth Advisors
22
Babb Wealth Advisors
Arizona
USD 8.71 M +USD 2.73 M +53,678 +46%
Onyx Financial Advisors
23
Onyx Financial Advisors
Idaho
USD 8.53 M +USD 474 k +9,324 +6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 8.22 M -USD 296 k -5,824 -3%
Citadel Advisors
25
Citadel Advisors
Florida
USD 8.18 M +USD 8.18 M +161,032 Nuevas
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