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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 173 M +USD 17.6 M +346,870 +11%
Prudent Man Investment Management
2
Prudent Man Investment Management
Colorado
USD 80.9 M +USD 23.5 M +463,237 +41%
Root Financial Partners
3
Root Financial Partners
California
USD 65.1 M +USD 16.7 M +329,494 +34%
Vise Technologies
4
Vise Technologies
New York
USD 58.9 M +USD 44 M +866,921 +294%
Financial Plan Inc
5
Financial Plan Inc
Washington
USD 45.4 M +USD 45.5 M +895,485 Nuevas
SJS Investment Consulting
6
SJS Investment Consulting
Ohio
USD 32.6 M +USD 2.12 M +41,724 +7%
DiNuzzo Private Wealth
7
DiNuzzo Private Wealth
Pennsylvania
USD 28.7 M +USD 5.99 M +117,927 +26%
SC&H Financial Advisors
8
SC&H Financial Advisors
Maryland
USD 27.3 M +USD 254 k +5,007 +0.9%
Chicago Partners Investment Group
9
Chicago Partners Investment Group
Illinois
USD 25.6 M -USD 528 k -10,406 -2%
Sterling Wealth Management
10
Sterling Wealth Management
Illinois
USD 23.9 M -USD 70 k -1,378 -0.3%
Phillips Financial Management
11
Phillips Financial Management
Indiana
USD 23 M +USD 2.28 M +44,940 +11%
Savant Capital
12
Savant Capital
Illinois
USD 21 M +USD 1.52 M +30,005 +8%
Rachor Investment Advisory Services
13
Rachor Investment Advisory Services
Michigan
USD 18.9 M +USD 18.9 M +373,013 Nuevas
Market Street Wealth Management Advisors
14
Market Street Wealth Management Advisors
Indiana
USD 17.8 M -USD 6.9 M -135,882 -28%
American Capital Advisory
15
American Capital Advisory
Idaho
USD 17.7 M +USD 402 k +7,915 +2%
Three Arch Wealth Management
16
Three Arch Wealth Management
California
USD 17.5 M +USD 17.5 M +345,529 Nuevas
Pillar Financial Advisors
17
Pillar Financial Advisors
Kentucky
USD 16.4 M +USD 2.14 M +42,238 +15%
TAGStone Capital
18
TAGStone Capital
North Carolina
USD 14.2 M +USD 3.7 M +72,958 +35%
ProCore Advisors
19
ProCore Advisors
California
USD 11.5 M +USD 11.6 M +227,998 Nuevas
Babb Wealth Advisors
20
Babb Wealth Advisors
Arizona
USD 11.5 M +USD 2.77 M +54,615 +32%
Mariner
21
Mariner
Kansas
USD 11.4 M +USD 2.67 M +52,583 +31%
Hiley Hunt Wealth Management
22
Hiley Hunt Wealth Management
Nebraska
USD 11.2 M +USD 2.1 M +41,343 +23%
JWM
23
Johnson Wealth Management
North Dakota
USD 10.8 M +USD 1.57 M +30,899 +17%
Onyx Financial Advisors
24
Onyx Financial Advisors
Idaho
USD 10.4 M +USD 1.86 M +36,668 +22%
New Dimensions Wealth Management
25
New Dimensions Wealth Management
Texas
USD 9.7 M +USD 290 k +5,711 +3%
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