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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 180 M +USD 6.89 M +135,805 +4%
Prudent Man Investment Management
2
Prudent Man Investment Management
Colorado
USD 80.9 M -USD 9.39 k -185 -0%
Root Financial Partners
3
Root Financial Partners
California
USD 76.8 M +USD 11.6 M +229,096 +18%
Vise Technologies
4
Vise Technologies
New York
USD 58.9 M – – –
Financial Plan Inc
5
Financial Plan Inc
Washington
USD 41.5 M -USD 3.94 M -77,543 -9%
SJS Investment Consulting
6
SJS Investment Consulting
Ohio
USD 37.4 M +USD 4.81 M +94,772 +15%
SC&H Financial Advisors
7
SC&H Financial Advisors
Maryland
USD 30.8 M +USD 3.46 M +68,198 +13%
DiNuzzo Private Wealth
8
DiNuzzo Private Wealth
Pennsylvania
USD 28.8 M +USD 123 k +2,418 +0.4%
Phillips Financial Management
9
Phillips Financial Management
Indiana
USD 26.1 M +USD 3.07 M +60,565 +13%
Sterling Wealth Management
10
Sterling Wealth Management
Illinois
USD 25.1 M +USD 1.18 M +23,156 +5%
American Capital Advisory
11
American Capital Advisory
Idaho
USD 24.5 M +USD 6.75 M +133,078 +38%
Chicago Partners Investment Group
12
Chicago Partners Investment Group
Illinois
USD 20.8 M -USD 4.85 M -95,631 -19%
Savant Capital
13
Savant Capital
Illinois
USD 20.7 M -USD 280 k -5,509 -1%
Rachor Investment Advisory Services
14
Rachor Investment Advisory Services
Michigan
USD 19.5 M +USD 553 k +10,887 +3%
Three Arch Wealth Management
15
Three Arch Wealth Management
California
USD 18.4 M +USD 905 k +17,824 +5%
Pillar Financial Advisors
16
Pillar Financial Advisors
Kentucky
USD 17.3 M +USD 849 k +16,731 +5%
Market Street Wealth Management Advisors
17
Market Street Wealth Management Advisors
Indiana
USD 16.6 M -USD 1.19 M -23,407 -7%
Avestar Capital
18
Avestar Capital
New York
USD 13.9 M +USD 13.9 M +273,313 Nuevas
Foundry Financial
19
Foundry Financial
California
USD 12.2 M +USD 3.86 M +76,108 +46%
Mariner
20
Mariner
Kansas
USD 12.1 M +USD 747 k +14,715 +7%
Hiley Hunt Wealth Management
21
Hiley Hunt Wealth Management
Nebraska
USD 11.7 M +USD 525 k +10,335 +5%
TAGStone Capital
22
TAGStone Capital
North Carolina
USD 11.6 M -USD 2.61 M -51,366 -18%
Onyx Financial Advisors
23
Onyx Financial Advisors
Idaho
USD 11.5 M +USD 1.14 M +22,446 +11%
JWM
24
Johnson Wealth Management
North Dakota
USD 11.5 M +USD 696 k +13,721 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
USD 10.8 M +USD 9.8 M +193,004 +998%
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