How many institutions own DUSB stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own DUSB shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Dimensional Ultrashort Fixed Income ETF stock?

PRUDENT MAN INVESTMENT MANAGEMENT, INC., in the last quarter, reduced its stake in DUSB by -1.62% restricting it's holding to 1.57 million shares of worth nearly $79.59M. ALTIORA FINANCIAL GROUP, LLC also lessened -6.55% of the DUSB shares from its portfolio, reducing its holding to 102.14 thousand shares of worth $5.19M. CHICAGO PARTNERS INVESTMENT GROUP LLC also shunned DUSB shares holding by -6.31% last quarter which brought its holding to 383.64 thousand shares worth $19.45M.

Investors who are buying DUSB stock?

As per its latest 13F filing, RACHOR INVESTMENT ADVISORY SERVICES, LLC increased its stake in DUSB by 2.23% in the last quarter. The institutional holder raised its holding to 392.44 thousand shares having worth more than $19.93M. FIDUCIARY FINANCIAL ADVISORS also added 100% more shares of DUSB to its portfolio, raising its holding to 142.98 thousand shares of worth $7.26M. BETTERMENT LLC also increased its DUSB shares holding by 6.22% which brought its holding to 109.52 thousand shares worth $5.56M.

DUSB's major insiders: who are they?

The insider with the most stakes in DUSB is N/A , N/A at the company. Additionally, DUSB stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell DUSB stock?

Company executives, directors, and other insiders own N/A percent of Dimensional Ultrashort Fixed Income ETF's stock. Within the last six months, there have been 0 transaction(s) in which DUSB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DUSB stock?

There have been 0 transaction(s) during the past 6-months in which Dimensional Ultrashort Fixed Income ETF insiders have bought stock, totalling 0 shares

How much of DUSB does insiders own?

Around 0 Dimensional Ultrashort Fixed Income ETF shares are held by insiders, which represents about N/A of DUSB stock.

Who is the insider with the largest stake?

DUSB N/A, N/A holds the largest portfolio of the company's shares. DUSB shares owned by N/A total nearly -.

Which institution holds the most shares in DUSB?

RACHOR INVESTMENT ADVISORY SERVICES, LLC is the largest institutional owner in DUSB which holds 392.44 thousand shares worth $19.93M or 0.93% of the total DUSB shares outstanding followed by FIDUCIARY FINANCIAL ADVISORS with ownership of 142.98 thousand shares representing 0.34% of the DUSB ownership. BETTERMENT LLC is the third largest stakeholder with 109.52 thousand shares or 0.26% of the ownership worth more than $5.56M.

Is Dimensional Ultrashort Fixed Income ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the DUSB is concerned, it is a stock which is not optionable.

Is there a short position on DUSB's shares?

Number of DUSB shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding DUSB shares are there?

As of today, null shares of DUSB are outstanding.

Is there many float in DUSB stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, DUSB has null shares in float.

DUSB short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for DUSB is null.

Dimensional Ultrashort Fixed Income ETF (DUSB) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. RACHOR INVESTMENT ADVISORY SERVICES, LLC is the top corporate investor, holding 392.44K shares valued at $19.93M. A 0.93% stake in Dimensional Ultrashort Fixed Income ETF is owned by the company. FIDUCIARY FINANCIAL ADVISORS owns 142.98K shares valued at $7.26M, which translates its holding of 0.34% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	RACHOR INVESTMENT ADVISORY SERVICES, LLC	0.93%	392.44K	19.93M	8.54K	+2.23%
Jun 30, 2026	FIDUCIARY FINANCIAL ADVISORS	0.34%	142.98K	7.26M	142.98K	+100.00%
Jun 30, 2026	BETTERMENT LLC	0.26%	109.52K	5.56M	6.41K	+6.22%
Jun 30, 2026	PLANNING CENTER, INC.	8.71%	3.68M	186.8M	125.93K	+3.54%
Jun 30, 2026	FINANCIAL HARVEST, LLC	1.97%	831.4K	42.22M	757.18K	+1,020.21%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.33%	140.05K	7.11M	13.59K	+10.75%
Jun 30, 2026	RUEDI WEALTH MANAGEMENT, INC.	0.39%	164.16K	8.34M	13.14K	+8.70%
Jun 30, 2026	PILLAR FINANCIAL ADVISORS, LLC	0.92%	386.39K	19.62M	46.15K	+13.56%
Jun 30, 2026	ROOT FINANCIAL PARTNERS, LLC	4.42%	1.87M	94.77M	351.88K	+23.24%
Jun 30, 2026	WEALTHSPAN PARTNERS, LLC	0.41%	171.44K	8.71M	12.26K	+7.70%
Jun 30, 2026	PRUDENT MAN INVESTMENT MANAGEMENT, INC.	3.72%	1.57M	79.59M	-25.85K	-1.62%
Jun 30, 2026	SAVANT CAPITAL, LLC	2.41%	1.02M	51.76M	610.29K	+149.21%
Jun 30, 2026	STERLING WEALTH MANAGEMENT, INC.	1.18%	499.16K	25.35M	4.12K	+0.83%
Jun 30, 2026	MARINER, LLC	0.61%	255.92K	13M	17.07K	+7.15%
Jun 30, 2026	ONYX FINANCIAL ADVISORS, LLC	0.6%	253.81K	12.89M	26.7K	+11.75%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.4%	168.18K	8.54M	16.52K	+10.89%
Jun 30, 2026	LIVE OAK PRIVATE WEALTH LLC	0.23%	93.94K	4.77M	74.91K	+393.59%
Jun 30, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.24%	97K	4.93M	5.11K	+5.56%
Jun 30, 2026	ALTIORA FINANCIAL GROUP, LLC	0.25%	102.14K	5.19M	-7.16K	-6.55%
Jun 30, 2026	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.27%	114.75K	5.83M	5.72K	+5.24%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.32%	135.96K	6.9M	79.27K	+139.83%
Jun 30, 2026	LEADING EDGE FINANCIAL PLANNING LLC	0.36%	151.09K	7.67M	11.28K	+8.07%
Jun 30, 2026	FINANCIAL SYMMETRY INC	0.46%	193.36K	9.82M	8.86K	+4.80%
Jun 30, 2026	NEW DIMENSIONS WEALTH MANAGEMENT, LLC	0.47%	199.75K	10.14M	1.99K	+1.01%
Jun 30, 2026	AVESTAR CAPITAL, LLC	0.7%	296.91K	15.08M	23.6K	+8.64%
Jun 30, 2026	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	0.83%	350.34K	17.79M	22.21K	+6.77%
Jun 30, 2026	ASPEN CAPITAL MANAGEMENT, LLC	0.83%	351.15K	17.83M	303.75K	+640.78%
Jun 30, 2026	AMERICAN CAPITAL ADVISORY, LLC	1.21%	511.9K	25.99M	28.38K	+5.87%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	4.23%	1.79M	90.73M	624.55K	+53.74%
Jun 30, 2026	CHOREO, LLC	0.4%	167.03K	8.48M	21.32K	+14.63%
Jun 30, 2026	TILLMAN HARTLEY LLC	0.26%	108.83K	5.53M	59.46K	+120.46%
Jun 30, 2026	SJS INVESTMENT CONSULTING INC.	1.75%	737.99K	37.47M	279	+0.04%
Jun 30, 2026	SC&H FINANCIAL ADVISORS, INC.	1.53%	645.93K	32.8M	38.58K	+6.35%
Jun 30, 2026	DINUZZO PRIVATE WEALTH, INC.	1.48%	623.82K	31.68M	55.55K	+9.78%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.91%	383.64K	19.45M	-25.82K	-6.31%
Jun 30, 2026	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.86%	361.66K	18.37M	-153.38K	-29.78%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.54%	225.93K	11.47M	13.59K	+6.40%
Jun 30, 2026	BABB WEALTH ADVISORS LLC	0.51%	217.42K	11.04M	6.92K	+3.28%
Jun 30, 2026	WOLFSTICH CAPITAL, LLC	0.51%	214.07K	10.87M	74.84K	+53.75%
Jun 30, 2026	TAGSTONE CAPITAL, INC.	0.5%	209.25K	10.63M	-19.01K	-8.33%
Jun 30, 2026	FINANCIAL PLAN, INC.	1.39%	587.14K	29.81M	-230.8K	-28.22%
Jun 30, 2026	FOUNDRY FINANCIAL LLC	0.63%	265.31K	13.47M	24.7K	+10.27%
Jun 30, 2026	JOHNSON WEALTH MANAGEMENT, LLC	0.61%	258.41K	13.12M	31.73K	+14.00%
Jun 30, 2026	TENCAP WEALTH COACHING, LLC	0.36%	150.33K	7.63M	150.33K	+100.00%
Jun 30, 2026	HILEY HUNT WEALTH MANAGEMENT	0.59%	250.73K	12.73M	19.04K	+8.22%
Jun 30, 2026	TUMWATER WEALTH MANAGEMENT, LLC	0.46%	193.33K	9.82M	8.91K	+4.83%
Jun 30, 2026	CREATIVE PLANNING	0.42%	177.15K	9M	24.46K	+16.02%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	199.91K	10.16M	109.97K	+122.28%
Jun 30, 2026	SHORE POINT ADVISORS, LLC	0.37%	154.95K	7.73M	6.67K	+4.50%
Jun 30, 2026	MATTERN WEALTH MANAGEMENT LLC	0.37%	154.64K	7.85M	8.16K	+5.57%
Jun 30, 2026	PARKWOODS WEALTH PARTNERS, LLC	0.36%	151.49K	7.69M	3.23K	+2.18%
Jun 30, 2026		0.35%	142.98K	7.26M	142.98K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.29%	120.51K	6.12M	32.72K	+37.27%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.26%	110.26K	5.6M	-19.12K	-14.78%
Jun 30, 2026	THREE ARCH WEALTH MANAGEMENT LLC	1.01%	424.53K	21.56M	61.18K	+16.84%
Mar 31, 2026	PILLAR FINANCIAL ADVISORS, LLC	0.81%	340.23K	17.25M	16.73K	+5.17%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.97%	409.46K	20.76M	-95.63K	-18.93%
Mar 31, 2026	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.26%	109.03K	5.52M	-4.47K	-3.94%
Mar 31, 2026	ALTIORA FINANCIAL GROUP, LLC	0.26%	109.3K	5.54M	-69.33K	-38.81%
Mar 31, 2026	INDEX FUND ADVISORS, INC.	0.27%	115.3K	5.85M	14.2K	+14.05%
Mar 31, 2026	BABB WEALTH ADVISORS LLC	0.5%	210.51K	10.67M	-15.65K	-6.92%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.5%	212.34K	10.77M	193K	+998.16%
Mar 31, 2026	LEADING EDGE FINANCIAL PLANNING LLC	0.33%	139.8K	7.09M	8.15K	+6.19%
Mar 31, 2026	WOLFSTICH CAPITAL, LLC	0.33%	139.23K	7.05M	-4.2K	-2.93%
Mar 31, 2026	ONYX FINANCIAL ADVISORS, LLC	0.54%	227.11K	11.52M	22.45K	+10.97%
Mar 31, 2026	TAGSTONE CAPITAL, INC.	0.54%	228.26K	11.58M	-51.37K	-18.37%
Mar 31, 2026	AMERICAN CAPITAL ADVISORY, LLC	1.15%	483.52K	24.52M	133.08K	+37.97%
Mar 31, 2026	STERLING WEALTH MANAGEMENT, INC.	1.17%	495.05K	25.1M	23.16K	+4.91%
Mar 31, 2026	PHILLIPS FINANCIAL MANAGEMENT, LLC	1.22%	515.04K	26.12M	60.57K	+13.33%
Mar 31, 2026	DINUZZO PRIVATE WEALTH, INC.	1.35%	568.27K	28.82M	2.42K	+0.43%
Mar 31, 2026	PLANNING CENTER, INC.	8.43%	3.55M	180.15M	135.81K	+3.97%
Mar 31, 2026	APELLA CAPITAL, LLC	0.26%	94.18K	4.79M	72.89K	+342.40%
Mar 31, 2026	SC&H FINANCIAL ADVISORS, INC.	1.44%	607.35K	30.8M	68.2K	+12.65%
Mar 31, 2026	SJS INVESTMENT CONSULTING INC.	1.75%	737.71K	37.41M	94.77K	+14.74%
Mar 31, 2026	VISE TECHNOLOGIES, INC.	2.76%	1.16M	58.87M	0	0
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	3.59%	1.51M	76.79M	229.1K	+17.82%
Mar 31, 2026	PRUDENT MAN INVESTMENT MANAGEMENT, INC.	3.79%	1.6M	80.9M	-185	-0.01%
Mar 31, 2026	VANCE WEALTH, INC.	0.23%	95.58K	4.85M	29.51K	+44.67%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.3%	126.46K	6.41M	52.19K	+70.27%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.31%	129.38K	6.56M	122.31K	+1,730.26%
Mar 31, 2026	PARKWOODS WEALTH PARTNERS, LLC	0.35%	148.26K	7.52M	-2.59K	-1.72%
Mar 31, 2026	CLUNE & ASSOCIATES, LTD.	0.25%	91.25K	4.63M	-16.32K	-15.17%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.25%	91.27K	4.63M	5.67K	+6.63%
Mar 31, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.25%	91.89K	4.66M	1.99K	+2.21%
Mar 31, 2026	SHORE POINT ADVISORS, LLC	0.35%	148.28K	7.39M	8.78K	+6.29%
Mar 31, 2026	CHOREO, LLC	0.35%	145.71K	7.39M	145.71K	+100.00%
Mar 31, 2026	MATTERN WEALTH MANAGEMENT LLC	0.35%	146.48K	7.43M	-9.47K	-6.07%
Mar 31, 2026	RUEDI WEALTH MANAGEMENT, INC.	0.36%	151.02K	7.66M	-5.42K	-3.46%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.36%	151.66K	7.69M	-17.65K	-10.43%
Mar 31, 2026	CREATIVE PLANNING	0.36%	152.7K	7.74M	49.32K	+47.71%
Mar 31, 2026	WEALTHSPAN PARTNERS, LLC	0.38%	159.18K	8.07M	-12.49K	-7.27%
Mar 31, 2026	TUMWATER WEALTH MANAGEMENT, LLC	0.44%	184.42K	9.35M	28.21K	+18.06%
Mar 31, 2026	FINANCIAL SYMMETRY INC	0.44%	184.5K	9.37M	36.59K	+24.73%
Mar 31, 2026	NEW DIMENSIONS WEALTH MANAGEMENT, LLC	0.47%	197.76K	10.03M	6.83K	+3.58%
Mar 31, 2026		0.28%	118.27K	6M	71.8K	+154.49%
Mar 31, 2026	JANE STREET GROUP, LLC	0.23%	98.47K	4.99M	17.79K	+22.05%
Mar 31, 2026	BETTERMENT LLC	0.24%	103.11K	5.23M	10.13K	+10.89%
Mar 31, 2026	HILEY HUNT WEALTH MANAGEMENT	0.55%	231.68K	11.75M	10.34K	+4.67%
Mar 31, 2026	MARINER, LLC	0.57%	238.85K	12.11M	14.72K	+6.57%
Mar 31, 2026	AVESTAR CAPITAL, LLC	0.65%	273.31K	13.86M	273.31K	+100.00%
Mar 31, 2026	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	0.78%	328.14K	16.64M	-23.41K	-6.66%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.97%	409.01K	20.74M	-5.51K	-1.33%
Dec 31, 2025	FINANCIAL SYMMETRY INC	0.44%	147.92K	7.49M	39.25K	+36.12%
Dec 31, 2025	PARKWOODS WEALTH PARTNERS, LLC	0.45%	150.86K	7.64M	27K	+21.80%
Dec 31, 2025	RUEDI WEALTH MANAGEMENT, INC.	0.46%	156.44K	7.92M	12.69K	+8.82%
Dec 31, 2025	MATTERN WEALTH MANAGEMENT LLC	0.46%	155.95K	7.9M	8.43K	+5.72%
Dec 31, 2025	TUMWATER WEALTH MANAGEMENT, LLC	0.47%	156.21K	7.91M	156.21K	+100.00%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.5%	169.31K	8.58M	29.68K	+21.25%
Dec 31, 2025	WEALTHSPAN PARTNERS, LLC	0.51%	171.67K	8.7M	-28.62K	-14.29%
Dec 31, 2025	MORAN WEALTH MANAGEMENT, LLC	0.52%	175.93K	8.91M	51.56K	+41.46%
Dec 31, 2025	ALTIORA FINANCIAL GROUP, LLC	0.53%	178.63K	9.05M	-21.04K	-10.54%
Dec 31, 2025	NEW DIMENSIONS WEALTH MANAGEMENT, LLC	0.57%	190.93K	9.67M	5.71K	+3.08%
Dec 31, 2025	ONYX FINANCIAL ADVISORS, LLC	0.61%	204.67K	10.37M	36.67K	+21.83%
Dec 31, 2025		0.31%	104.91K	5.31M	104.91K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	86.17K	4.36M	-5.4K	-5.90%
Dec 31, 2025	MARINER, LLC	0.66%	224.13K	11.35M	52.58K	+30.65%
Dec 31, 2025	HILEY HUNT WEALTH MANAGEMENT	0.66%	221.35K	11.21M	41.34K	+22.97%
Dec 31, 2025	BRIGHT FINANCIAL ADVISORS, INC.	0.24%	79.46K	4.02M	-4.24K	-5.07%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.26%	85.59K	4.34M	77.27K	+927.91%
Dec 31, 2025	DRAVO BAY LLC	0.26%	86.23K	4.37M	4.04K	+4.91%
Dec 31, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.27%	89.91K	4.55M	10.41K	+13.09%
Dec 31, 2025	COSTON, MCISAAC & PARTNERS	0.27%	91.76K	4.65M	17.21K	+23.08%
Dec 31, 2025	BETTERMENT LLC	0.27%	92.99K	4.71M	17.95K	+23.92%
Dec 31, 2025	CLUNE & ASSOCIATES, LTD.	0.32%	107.57K	5.45M	10.6K	+10.93%
Dec 31, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.34%	113.5K	5.75M	-2.77K	-2.38%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	98.95K	5.02M	9.51K	+10.64%
Dec 31, 2025	INDEX FUND ADVISORS, INC.	0.3%	101.1K	5.12M	56.53K	+126.86%
Dec 31, 2025	CREATIVE PLANNING	0.3%	103.37K	5.24M	6.29K	+6.48%
Dec 31, 2025	TAGSTONE CAPITAL, INC.	0.82%	279.63K	14.16M	72.96K	+35.30%
Dec 31, 2025	PILLAR FINANCIAL ADVISORS, LLC	0.96%	323.5K	16.39M	42.24K	+15.02%
Dec 31, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	1.35%	454.48K	23.02M	44.94K	+10.97%
Dec 31, 2025	STERLING WEALTH MANAGEMENT, INC.	1.39%	471.89K	23.9M	-1.38K	-0.29%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	1.5%	505.09K	25.62M	-10.41K	-2.02%
Dec 31, 2025	SC&H FINANCIAL ADVISORS, INC.	1.61%	539.15K	27.31M	5.01K	+0.94%
Dec 31, 2025	CONCORD WEALTH PARTNERS	0.24%	79.94K	4.05M	17.95K	+28.96%
Dec 31, 2025	DINUZZO PRIVATE WEALTH, INC.	1.69%	565.85K	28.66M	117.93K	+26.33%
Dec 31, 2025	SJS INVESTMENT CONSULTING INC.	1.92%	642.93K	32.56M	41.72K	+6.94%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	3.42%	1.16M	58.87M	866.92K	+293.52%
Dec 31, 2025	BABB WEALTH ADVISORS LLC	0.67%	226.16K	11.45M	54.62K	+31.84%
Dec 31, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.2%	66.2K	3.36M	3.52K	+5.62%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	3.78%	1.29M	65.1M	329.49K	+34.47%
Dec 31, 2025	PRUDENT MAN INVESTMENT MANAGEMENT, INC.	4.7%	1.6M	80.91M	463.24K	+40.84%
Dec 31, 2025	JANE STREET GROUP, LLC	0.24%	80.68K	4.09B	-35.22K	-30.39%
Dec 31, 2025	PLANNING CENTER, INC.	10.18%	3.42M	173.06M	346.87K	+11.30%
Dec 31, 2025	AMERICAN CAPITAL ADVISORY, LLC	1.04%	350.44K	17.75M	7.92K	+2.31%
Dec 31, 2025	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1.05%	351.55K	17.81M	-135.88K	-27.88%
Dec 31, 2025	SAVANT CAPITAL, LLC	1.22%	414.52K	21M	30.01K	+7.80%
Dec 31, 2025	CITADEL ADVISORS LLC	0.33%	112.74K	5.71M	-48.3K	-29.99%
Dec 31, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.39%	131.65K	6.67M	13.88K	+11.79%
Dec 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.21%	68.99K	3.49M	0	0
Dec 31, 2025	SHORE POINT ADVISORS, LLC	0.42%	139.5K	7.07M	6.9K	+5.21%
Dec 31, 2025	WOLFSTICH CAPITAL, LLC	0.43%	143.44K	7.26M	143.44K	+100.00%
Sep 30, 2025	CONCORD WEALTH PARTNERS	0.21%	61.99K	3.15M	-6.72K	-9.78%
Sep 30, 2025	MARINER, LLC	0.58%	171.55K	8.71M	-4.27K	-2.43%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	84.62K	4.3M	2.27K	+2.76%
Sep 30, 2025	WEALTHSPAN PARTNERS, LLC	0.68%	200.29K	10.17M	21.38K	+11.95%
Sep 30, 2025	FINANCIAL SYMMETRY INC	0.37%	108.67K	5.52M	35.64K	+48.81%
Sep 30, 2025	SAVANT CAPITAL, LLC	1.3%	384.52K	19.53M	85.71K	+28.68%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.2%	58.2K	2.96M	0	0
Sep 30, 2025	NAVIGOE, LLC	0.15%	45.53K	2.31M	4.87K	+11.97%
Sep 30, 2025	INDEX FUND ADVISORS, INC.	0.15%	44.57K	2.26M	-560	-1.24%
Sep 30, 2025	PCA INVESTMENT ADVISORY SERVICES INC.	0.14%	40.26K	2.04M	-2.24K	-5.27%
Sep 30, 2025	XY PLANNING NETWORK, INC.	0.12%	34.83K	1.77M	0	0
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.47%	139.64K	7.09M	25.94K	+22.82%
Sep 30, 2025	SHORE POINT ADVISORS, LLC	0.45%	132.6K	6.73M	11.29K	+9.30%
Sep 30, 2025	NEW DIMENSIONS WEALTH MANAGEMENT, LLC	0.63%	185.22K	9.41M	2.01K	+1.10%
Sep 30, 2025	HILEY HUNT WEALTH MANAGEMENT	0.61%	180.01K	9.14M	11.4K	+6.76%
Sep 30, 2025	BABB WEALTH ADVISORS LLC	0.58%	171.54K	8.71M	53.68K	+45.54%
Sep 30, 2025	ONYX FINANCIAL ADVISORS, LLC	0.57%	168K	8.53M	9.32K	+5.88%
Sep 30, 2025	BRIGHT FINANCIAL ADVISORS, INC.	0.28%	83.7K	4.25M	15.74K	+23.16%
Sep 30, 2025	DINUZZO PRIVATE WEALTH, INC.	1.52%	447.93K	22.73M	43.13K	+10.65%
Sep 30, 2025	ALTIORA FINANCIAL GROUP, LLC	0.68%	199.67K	10.14M	-9.65K	-4.61%
Sep 30, 2025	MASTER'S WEALTH MANAGEMENT INC.	0.5%	147.81K	7.51M	9.25K	+6.68%
Sep 30, 2025	MATTERN WEALTH MANAGEMENT LLC	0.5%	147.51K	7.49M	17.03K	+13.05%
Sep 30, 2025	CITADEL ADVISORS LLC	0.55%	161.03K	8.18M	161.03K	+100.00%
Sep 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.23%	68.99K	3.5M	0	0
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.25%	73.13K	3.71M	54.54K	+293.30%
Sep 30, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	1.39%	409.54K	20.8M	118.09K	+40.52%
Sep 30, 2025	AMERICAN CAPITAL ADVISORY, LLC	1.16%	342.52K	17.39M	20.24K	+6.28%
Sep 30, 2025	VISE TECHNOLOGIES, INC.	1%	295.35K	15M	295.35K	+100.00%
Sep 30, 2025	PILLAR FINANCIAL ADVISORS, LLC	0.95%	281.27K	14.28M	58.58K	+26.31%
Sep 30, 2025	TAGSTONE CAPITAL, INC.	0.7%	206.67K	10.49M	-18.72K	-8.30%
Sep 30, 2025	PARKWOODS WEALTH PARTNERS, LLC	0.42%	123.85K	6.29M	123.85K	+100.00%
Sep 30, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.4%	117.77K	5.98M	13.9K	+13.38%
Sep 30, 2025	JANE STREET GROUP, LLC	0.39%	115.9K	5.89M	16.06K	+16.08%
Sep 30, 2025	CREATIVE PLANNING	0.33%	97.08K	4.93M	29.43K	+43.50%
Sep 30, 2025	BETTERMENT LLC	0.25%	75.04K	3.81M	39.28K	+109.83%
Sep 30, 2025	COSTON, MCISAAC & PARTNERS	0.25%	74.55K	3.79M	5.92K	+8.62%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.23%	66.5K	3.38M	-500	-0.75%
Sep 30, 2025	CLUNE & ASSOCIATES, LTD.	0.33%	96.97K	4.92M	8.99K	+10.21%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	91.57K	4.65M	-7.16K	-7.25%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.3%	89.43K	4.54M	20.32K	+29.40%
Sep 30, 2025	APPLIED CAPITAL LLC	0.29%	86.46K	4.39M	-12.14K	-12.32%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	161.9K	8.22M	-5.82K	-3.47%
Sep 30, 2025	RUEDI WEALTH MANAGEMENT, INC.	0.49%	143.75K	7.3M	18.31K	+14.59%
Sep 30, 2025	MORAN WEALTH MANAGEMENT, LLC	0.42%	124.37K	6.32M	-61.05K	-32.92%
Sep 30, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.27%	79.5K	4.04M	28.47K	+55.80%
Sep 30, 2025	VESTIA PERSONAL WEALTH ADVISORS	0.26%	75.83K	3.85M	64.95K	+596.76%
Sep 30, 2025	DRAVO BAY LLC	0.28%	82.2K	4.17M	-3.3K	-3.85%
Sep 30, 2025	FINANCIAL HARVEST, LLC	0.2%	59.64K	3.03M	8.35K	+16.27%
Sep 30, 2025	PLANNING CENTER, INC.	10.41%	3.07M	155.89M	140.75K	+4.81%
Sep 30, 2025	PRUDENT MAN INVESTMENT MANAGEMENT, INC.	3.84%	1.13M	57.38M	-20	0.00%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	3.24%	955.78K	48.53M	347.16K	+57.04%
Sep 30, 2025	SJS INVESTMENT CONSULTING INC.	2.04%	601.21K	30.53M	186.79K	+45.07%
Sep 30, 2025	SC&H FINANCIAL ADVISORS, INC.	1.81%	534.14K	27.12M	-28.36K	-5.04%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	1.75%	515.5K	26.16M	67.63K	+15.10%
Sep 30, 2025	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1.65%	487.43K	24.75M	-186.21K	-27.64%
Sep 30, 2025	STERLING WEALTH MANAGEMENT, INC.	1.6%	473.27K	24.03M	12.79K	+2.78%
Sep 30, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.21%	62.68K	3.18M	440	+0.71%
Sep 30, 2025	FMB WEALTH MANAGEMENT	0.21%	62.2K	3.16M	8.86K	+16.61%
Sep 30, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.39%	116.27K	5.9M	-31.6K	-21.37%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.72%	113.7K	5.77M	-52.8K	-31.71%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.37%	58.2K	2.95M	8.66K	+17.48%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.52%	82.35K	4.18M	6.95K	+9.22%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.62%	98.73K	5.01M	18.01K	+22.31%
Jun 30, 2025		0.32%	51.29K	2.6M	51.29K	+100.00%
Jun 30, 2025	FINANCIAL HARVEST, LLC	0.32%	51.29K	2.6M	51.29K	+100.00%
Jun 30, 2025	FMB WEALTH MANAGEMENT	0.34%	53.34K	2.71M	17.65K	+49.47%
Jun 30, 2025	CONCORD ASSET MANAGEMENT, LLC/VA	0.43%	68.7K	3.49M	68.7K	+100.00%
Jun 30, 2025	CLUNE & ASSOCIATES, LTD.	0.56%	87.98K	4.47M	-3.65K	-3.98%
Jun 30, 2025	BABB WEALTH ADVISORS LLC	0.74%	117.87K	5.98M	-2.99K	-2.48%
Jun 30, 2025	MASTER'S WEALTH MANAGEMENT INC.	0.88%	138.56K	7.03M	5.67K	+4.27%
Jun 30, 2025	HILEY HUNT WEALTH MANAGEMENT	1.07%	168.61K	8.57M	2.51K	+1.51%
Jun 30, 2025	NEW DIMENSIONS WEALTH MANAGEMENT, LLC	1.16%	183.21K	9.33M	5.75K	+3.24%
Jun 30, 2025	PILLAR FINANCIAL ADVISORS, LLC	1.41%	222.68K	11.3M	13.31K	+6.36%
Jun 30, 2025	PRUDENT MAN INVESTMENT MANAGEMENT, INC.	7.16%	1.13M	57.38M	-3.37K	-0.30%
Jun 30, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.93%	147.87K	7.49M	3.2K	+2.21%
Jun 30, 2025	ONYX FINANCIAL ADVISORS, LLC	1%	158.67K	8.05M	5.84K	+3.82%
Jun 30, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	1.84%	291.45K	14.79M	-3.24K	-1.10%
Jun 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.44%	68.99K	3.5M	68.99K	+100.00%
Jun 30, 2025	FINANCIAL SYMMETRY INC	0.46%	73.03K	3.71M	13.79K	+23.28%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.06%	167.72K	8.51M	12.38K	+7.97%
Jun 30, 2025	SAVANT CAPITAL, LLC	1.89%	298.81K	15.16M	16.36K	+5.79%
Jun 30, 2025	SJS INVESTMENT CONSULTING INC.	2.62%	414.42K	21.03M	33.77K	+8.87%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	2.83%	447.87K	22.71M	49.52K	+12.43%
Jun 30, 2025	STERLING WEALTH MANAGEMENT, INC.	2.91%	460.48K	23.37M	460.48K	+100.00%
Jun 30, 2025	SC&H FINANCIAL ADVISORS, INC.	3.55%	562.5K	28.55M	124.83K	+28.52%
Jun 30, 2025	ROOT FINANCIAL PARTNERS, LLC	3.84%	608.63K	30.89M	78.62K	+14.83%
Jun 30, 2025	MARINER, LLC	1.11%	175.82K	8.92M	84.75K	+93.05%
Jun 30, 2025	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	4.26%	673.64K	34.19M	-174.19K	-20.55%
Jun 30, 2025	PLANNING CENTER, INC.	18.5%	2.93M	148.66M	127.76K	+4.56%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.09%	14.67K	745K	14.67K	+100.00%
Jun 30, 2025	APELLA CAPITAL, LLC	0.09%	14.78K	750.93K	0	0
Jun 30, 2025	FAMILY CFO INC	0.1%	15.46K	784.6K	5.98K	+63.03%
Jun 30, 2025	MILLS WEALTH ADVISORS LLC	0.1%	16.24K	823.96K	-5.49K	-25.27%
Jun 30, 2025	STUDIO INVESTMENT MANAGEMENT LLC	0.1%	16.48K	836.21K	3.37K	+25.67%
Jun 30, 2025	SCHUBERT & CO	0.11%	16.83K	853.87K	181	+1.09%
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.11%	16.86K	855.42K	359	+2.18%
Jun 30, 2025	SHANKERVALLEAU WEALTH ADVISORS, INC.	0.11%	17.25K	875.62K	-20.41K	-54.18%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.12%	18.59K	943.65K	5.44K	+41.35%
Jun 30, 2025	VANCE WEALTH, INC.	0.12%	19.28K	978.67K	-1.69K	-8.06%
Jun 30, 2025	PBMARES WEALTH MANAGEMENT LLC	0.13%	20.56K	1.04M	-24.21K	-54.08%
Jun 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.15%	23.71K	1.2M	11.13K	+88.50%
Jun 30, 2025	MEREDITH WEALTH PLANNING	0.16%	25.79K	1.31M	6.4K	+33.03%
Jun 30, 2025	FUNDAMENTUM, LLC	0.17%	26.52K	1.35M	26.52K	+100.00%
Jun 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.18%	27.86K	1.41M	-31	-0.11%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.19%	29.71K	1.51M	5.03K	+20.39%
Jun 30, 2025	KINGS PATH PARTNERS LLC	0.21%	33.74K	1.71M	-10.66K	-24.00%
Jun 30, 2025	XY PLANNING NETWORK, INC.	0.22%	34.83K	1.77M	21.48K	+160.86%
Jun 30, 2025	BETTERMENT LLC	0.23%	35.76K	1.82M	8.22K	+29.85%
Jun 30, 2025	TAGSTONE CAPITAL, INC.	1.42%	225.38K	11.45M	173.92K	+337.93%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	69.11K	3.51M	452	+0.66%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.42%	67K	3.4M	500	+0.75%
Jun 30, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.39%	62.24K	3.16M	-2.08K	-3.23%
Jun 30, 2025	BRIGHT FINANCIAL ADVISORS, INC.	0.43%	67.96K	3.45M	7.9K	+13.16%
Jun 30, 2025	CONCORD WEALTH PARTNERS	0.43%	68.7K	3.49M	854	+1.26%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.41%	64.43K	3.27M	7.86K	+13.90%
Jun 30, 2025	WEALTHSPAN PARTNERS, LLC	1.13%	178.91K	9.08M	38.35K	+27.28%
Jun 30, 2025	MORAN WEALTH MANAGEMENT, LLC	1.17%	185.41K	9.41M	185.41K	+100.00%
Jun 30, 2025	PCA INVESTMENT ADVISORY SERVICES INC.	0.27%	42.5K	2.16M	2K	+4.93%
Jun 30, 2025	INDEX FUND ADVISORS, INC.	0.29%	45.13K	2.29M	30.38K	+206.04%
Jun 30, 2025	ALTIORA FINANCIAL GROUP, LLC	1.32%	209.33K	10.62M	-6.88K	-3.18%
Jun 30, 2025	CREATIVE PLANNING	0.43%	67.65K	3.43M	35.93K	+113.24%
Jun 30, 2025	COSTON, MCISAAC & PARTNERS	0.43%	68.64K	3.48M	9.55K	+16.16%
Jun 30, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.66%	103.87K	5.27M	9.28K	+9.81%
Jun 30, 2025	SHORE POINT ADVISORS, LLC	0.77%	121.31K	6.16M	5.46K	+4.71%
Jun 30, 2025	RUEDI WEALTH MANAGEMENT, INC.	0.79%	125.45K	6.37M	2.4K	+1.95%
Jun 30, 2025	MATTERN WEALTH MANAGEMENT LLC	0.82%	130.49K	6.62M	64.95K	+99.11%
Jun 30, 2025	AMERICAN CAPITAL ADVISORY, LLC	2.04%	322.28K	16.36M	20.82K	+6.91%
Jun 30, 2025	DRAVO BAY LLC	0.54%	85.49K	4.41M	-7.53K	-8.09%
Jun 30, 2025	APPLIED CAPITAL LLC	0.62%	98.6K	5M	13.54K	+15.92%
Jun 30, 2025	JANE STREET GROUP, LLC	0.63%	99.84K	5.07M	74.39K	+292.28%
Jun 30, 2025	DINUZZO PRIVATE WEALTH, INC.	2.56%	404.8K	20.54M	16.11K	+4.14%
Mar 31, 2025	BRIGHT FINANCIAL ADVISORS, INC.	0.46%	60.06K	3.05M	4.92K	+8.91%
Mar 31, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.49%	64.31K	3.26M	0	0
Mar 31, 2025	SAVANT CAPITAL, LLC	2.15%	282.45K	14.33M	159.91K	+130.49%
Mar 31, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	2.25%	294.69K	14.95M	69.79K	+31.03%
Mar 31, 2025	AMERICAN CAPITAL ADVISORY, LLC	2.3%	301.47K	15.29M	22.05K	+7.89%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.52%	68.66K	3.48M	3.02K	+4.61%
Mar 31, 2025	MATTERN WEALTH MANAGEMENT LLC	0.5%	65.54K	3.32M	25.91K	+65.40%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	75.4K	3.83M	227	+0.30%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.62%	80.73K	4.1M	53.93K	+201.22%
Mar 31, 2025	APPLIED CAPITAL LLC	0.65%	85.06K	4.32M	-536	-0.63%
Mar 31, 2025	MARINER, LLC	0.69%	91.07K	4.62M	91.07K	+100.00%
Mar 31, 2025	DRAVO BAY LLC	0.71%	93.02K	4.72M	51.09K	+121.87%
Mar 31, 2025	SJS INVESTMENT CONSULTING INC.	2.9%	380.65K	19.31M	131.57K	+52.82%
Mar 31, 2025	DINUZZO PRIVATE WEALTH, INC.	2.96%	388.69K	19.72M	37.5K	+10.68%
Mar 31, 2025	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	6.46%	847.83K	43.01M	-124.36K	-12.79%
Mar 31, 2025	PLANNING CENTER, INC.	21.36%	2.8M	142.12M	305.83K	+12.25%
Mar 31, 2025	ROOT FINANCIAL PARTNERS, LLC	4.04%	530.01K	26.89M	140.66K	+36.13%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.38%	49.54K	2.51M	-5.65K	-10.24%
Mar 31, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.72%	94.59K	4.8M	7.89K	+9.10%
Mar 31, 2025	SHORE POINT ADVISORS, LLC	0.88%	115.85K	5.88M	115.85K	+100.00%
Mar 31, 2025	RUEDI WEALTH MANAGEMENT, INC.	0.94%	123.04K	6.24M	1.34K	+1.10%
Mar 31, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	1.1%	144.67K	7.34M	19.81K	+15.86%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.43%	56.57K	2.87M	-5.09K	-8.25%
Mar 31, 2025	PCA INVESTMENT ADVISORY SERVICES INC.	0.31%	40.5K	2.05M	40.5K	+100.00%
Mar 31, 2025	KINGS PATH PARTNERS LLC	0.34%	44.4K	2.25M	20.78K	+88.01%
Mar 31, 2025	CITADEL ADVISORS LLC	0.4%	52.49K	2.66M	-21.68K	-29.22%
Mar 31, 2025	COSTON, MCISAAC & PARTNERS	0.45%	59.09K	3M	28.26K	+91.66%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.51%	66.5K	3.37M	1K	+1.53%
Mar 31, 2025	CONCORD WEALTH PARTNERS	0.52%	67.85K	3.44M	31.59K	+87.13%
Mar 31, 2025	WEALTHSPAN PARTNERS, LLC	1.07%	140.56K	7.13M	68.09K	+93.96%
Mar 31, 2025	ONYX FINANCIAL ADVISORS, LLC	1.17%	152.84K	7.75M	26.62K	+21.09%
Mar 31, 2025	PBMARES WEALTH MANAGEMENT LLC	0.34%	44.77K	2.27M	12.73K	+39.71%
Mar 31, 2025	TAGSTONE CAPITAL, INC.	0.39%	51.47K	2.61M	51.47K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.18%	155.34K	7.88M	59.5K	+62.09%
Mar 31, 2025	ALTIORA FINANCIAL GROUP, LLC	1.65%	216.21K	10.97M	-1.72K	-0.79%
Mar 31, 2025	SC&H FINANCIAL ADVISORS, INC.	3.34%	437.67K	22.2M	256.75K	+141.91%
Mar 31, 2025		0.3%	39.31K	1.99M	9.8K	+33.20%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	1.27%	166.49K	8.45M	18.81K	+12.74%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	3.04%	398.34K	20.21M	94.71K	+31.19%
Mar 31, 2025	FINANCIAL SYMMETRY INC	0.45%	59.24K	3M	26.49K	+80.88%

Frequently Asked Questions