We are live on ! Find out more
DUSB icon

Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.85M +$4.12M +81,122 +551%
FH
27
Financial Harvest
Florida
$4.79M +$4.8M +94,621 New
LEFP
28
Leading Edge Financial Planning
Tennessee
$4.39M +$4.4M +86,701 New
AC
29
Applied Capital
Arkansas
$4.33M +$1.41M +27,769 +48%
CA
30
Clune & Associates
Illinois
$4M +$4.01M +79,086 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.8M +$458K +9,028 +14%
Citadel Advisors
32
Citadel Advisors
Florida
$3.75M +$3.38M +66,522 +870%
WP
33
Wealthspan Partners
Iowa
$3.67M +$660K +13,009 +22%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.32M +$171K +3,376 +5%
AWM
35
Apollon Wealth Management
South Carolina
$3.31M +$152K +3,000 +5%
GOCP
36
Great Oak Capital Partners
Massachusetts
$3.26M +$12.8K +253 +0.4%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$3.12M +$780K +15,366 +33%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$2.8M +$2.8M +55,189 New
BFA
39
Bright Financial Advisors
Michigan
$2.79M -$80.5K -1,587 -3%
DB
40
Dravo Bay
Delaware
$2.12M +$1.89M +37,255 +798%
WC
41
Wolfstich Capital
Massachusetts
$2.12M +$2.13M +41,915 New
MWM
42
Mattern Wealth Management
Kansas
$2M +$2.01M +39,621 New
FWM
43
FMB Wealth Management
California
$1.84M -$21.8K -430 -1%
CWP
44
Concord Wealth Partners
Virginia
$1.83M -$855K -16,861 -32%
NWM
45
Navigoe Wealth Management
California
$1.7M +$1.7M +33,594 New
MWA
46
Mills Wealth Advisors
Texas
$1.69M -$1.15M -22,609 -40%
FS
47
Financial Symmetry
North Carolina
$1.66M +$1.1M +21,663 +195%
PWM
48
PBMares Wealth Management
Virginia
$1.62M +$1.63M +32,041 New
CMP
49
Coston McIsaac & Partners
Maine
$1.56M +$1.56M +30,771 +52,154%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.51M +$1.21M +23,874 +395%