We are live on ! Find out more
DUSB icon

Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
26
Master's Wealth Management
Pennsylvania
$7.51M +$470K +9,252 +7%
MWM
27
Mattern Wealth Management
Kansas
$7.49M +$865K +17,025 +13%
RWM
28
Ruedi Wealth Management
Illinois
$7.3M +$930K +18,306 +15%
AWA
29
Arkadios Wealth Advisors
Georgia
$7.09M +$1.32M +25,940 +23%
SPA
30
Shore Point Advisors
New Jersey
$6.73M +$573K +11,285 +9%
MWM
31
Moran Wealth Management
Florida
$6.32M -$3.1M -61,046 -33%
PWP
32
Parkwoods Wealth Partners
New York
$6.29M +$6.29M +123,852 New
LEFP
33
Leading Edge Financial Planning
Tennessee
$5.98M +$706K +13,900 +13%
SIS
34
Strategic Investment Solutions
Illinois
$5.9M -$1.6M -31,595 -21%
Jane Street
35
Jane Street
New York
$5.89M +$815K +16,058 +16%
FS
36
Financial Symmetry
North Carolina
$5.52M +$1.81M +35,642 +49%
Creative Planning
37
Creative Planning
Kansas
$4.93M +$1.49M +29,429 +44%
CA
38
Clune & Associates
Illinois
$4.92M +$456K +8,987 +10%
KAS
39
Kestra Advisory Services
Texas
$4.65M -$364K -7,162 -7%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$4.54M +$1.03M +20,319 +29%
AC
41
Applied Capital
Arkansas
$4.39M -$617K -12,143 -12%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$4.3M +$115K +2,273 +3%
BFA
43
Bright Financial Advisors
Michigan
$4.25M +$799K +15,742 +23%
DB
44
Dravo Bay
Delaware
$4.17M -$167K -3,295 -4%
AIA
45
AssuredPartners Investment Advisors
Florida
$4.04M +$1.45M +28,474 +56%
VPWA
46
Vestia Personal Wealth Advisors
Indiana
$3.85M +$3.3M +64,945 +597%
Betterment LLC
47
Betterment LLC
New York
$3.81M +$1.99M +39,277 +110%
CMP
48
Coston McIsaac & Partners
Maine
$3.79M +$301K +5,918 +9%
BPA
49
Beacon Pointe Advisors
California
$3.71M +$2.77M +54,537 +293%
QFA
50
Quantum Financial Advisors
California
$3.5M