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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
26
Leading Edge Financial Planning
Tennessee
$4.8M +$400K +7,891 +9%
BWM
27
Bullock Wealth Management
Indiana
$4.78M +$3.67M +72,330 +329%
DB
28
Dravo Bay
Delaware
$4.72M +$2.59M +51,093 +122%
CA
29
Clune & Associates
Illinois
$4.65M +$636K +12,541 +16%
Mariner
30
Mariner
Kansas
$4.62M +$4.62M +91,072 New
AC
31
Applied Capital
Arkansas
$4.32M -$27.2K -536 -0.6%
KAS
32
Kestra Advisory Services
Texas
$4.1M +$2.74M +53,926 +201%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.83M +$11.5K +227 +0.3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.48M +$153K +3,023 +5%
CWP
35
Concord Wealth Partners
Virginia
$3.44M +$1.6M +31,592 +87%
AWM
36
Apollon Wealth Management
South Carolina
$3.37M +$50.7K +1,000 +2%
MWM
37
Mattern Wealth Management
Kansas
$3.32M +$1.31M +25,914 +65%
GOCP
38
Great Oak Capital Partners
Massachusetts
$3.26M – – –
BFA
39
Bright Financial Advisors
Michigan
$3.05M +$249K +4,915 +9%
FS
40
Financial Symmetry
North Carolina
$3M +$1.34M +26,486 +81%
CMP
41
Coston McIsaac & Partners
Maine
$3M +$1.43M +28,259 +92%
FPAS
42
Focus Partners Advisor Solutions
Missouri
$2.87M -$258K -5,087 -8%
Citadel Advisors
43
Citadel Advisors
Florida
$2.66M -$1.1M -21,675 -29%
TC
44
TAGStone Capital
North Carolina
$2.61M +$2.61M +51,466 New
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$2.51M -$287K -5,653 -10%
PWM
46
PBMares Wealth Management
Virginia
$2.27M +$645K +12,725 +40%
KPP
47
Kings Path Partners
Texas
$2.25M +$1.05M +20,784 +88%
NWM
48
Navigoe Wealth Management
California
$2.19M +$482K +9,510 +28%
WC
49
Wolfstich Capital
Massachusetts
$2.13M – – –
PIAS
50
PCA Investment Advisory Services
Ohio
$2.05M +$2.05M +40,500 New