We are live on ! Find out more
DUSB icon

Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Core Wealth Management
Florida
$2.65M
KPP
27
Kings Path Partners
Texas
$2.41M +$2.29M +45,048 +1,813%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$2.35M +$2.35M +46,289 New
FWM
29
FMB Wealth Management
California
$1.87M +$355K +6,992 +23%
SHFA
30
SC&H Financial Advisors
Maryland
$1.65M +$1.65M +32,506 New
WWWM
31
White Wing Wealth Management
Texas
$1.36M -$321K -6,335 -19%
Creative Planning
32
Creative Planning
Kansas
$1.32M -$59K -1,162 -4%
IFA
33
Index Fund Advisors
California
$882K +$106K +2,084 +14%
Betterment LLC
34
Betterment LLC
New York
$848K +$848K +16,711 New
MWP
35
Meredith Wealth Planning
Illinois
$772K +$772K +15,212 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$747K +$532K +10,484 +248%
KSWWM
37
Keyes Stange & Wooten Wealth Management
Florida
$616K -$2.81M -55,294 -82%
FTUS
38
Flow Traders U.S.
New York
$595K +$594K +11,710 New
RCAG
39
Rehmann Capital Advisory Group
Michigan
$572K +$25.4K +500 +5%
FS
40
Financial Symmetry
North Carolina
$563K +$245K +4,839 +77%
PAG
41
Private Advisor Group
New Jersey
$470K +$469K +9,250 New
CPWM
42
Cypress Point Wealth Management
Texas
$453K +$156K +3,074 +53%
SC
43
Schubert & Co
Texas
$413K +$413K +8,135 New
TSS
44
Two Sigma Securities
New York
$410K +$410K +8,080 New
LFGO
45
Legacy Financial Group (Oklahoma)
Oklahoma
$401K +$61.5K +1,212 +18%
Citadel Advisors
46
Citadel Advisors
Florida
$388K -$1.05M -20,635 -73%
EAM
47
Evanson Asset Management
California
$339K +$14.8K +292 +5%
HighTower Advisors
48
HighTower Advisors
Illinois
$307K +$307K +6,043 New
PCIA
49
Prime Capital Investment Advisors
Kansas
$297K
PWIA
50
Porter White Investment Advisors
Alabama
$295K +$37.1K +731 +14%