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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Altiora Financial Group
Ohio
$9.05M -$1.07M -21,040 -11%
MWM
27
Moran Wealth Management
Florida
$8.91M +$2.62M +51,559 +41%
WP
28
Wealthspan Partners
Iowa
$8.7M -$1.45M -28,617 -14%
AWA
29
Arkadios Wealth Advisors
Georgia
$8.58M +$1.51M +29,677 +21%
FF
30
Foundry Financial
California
$8.33M +$8.35M +164,505 New
RWM
31
Ruedi Wealth Management
Illinois
$7.92M +$644K +12,686 +9%
TWM
32
Tumwater Wealth Management
Idaho
$7.91M +$7.93M +156,210 New
MWM
33
Mattern Wealth Management
Kansas
$7.9M +$428K +8,432 +6%
PWP
34
Parkwoods Wealth Partners
New York
$7.64M +$1.37M +27,003 +22%
FS
35
Financial Symmetry
North Carolina
$7.49M +$1.99M +39,251 +36%
WC
36
Wolfstich Capital
Massachusetts
$7.26M +$7.28M +143,435 New
JAWA
37
John A. Wolfe & Associates
Michigan
$7.17M +$7.18M +141,511 New
SPA
38
Shore Point Advisors
New Jersey
$7.07M +$350K +6,902 +5%
LEFP
39
Leading Edge Financial Planning
Tennessee
$6.67M +$705K +13,882 +12%
SIS
40
Strategic Investment Solutions
Illinois
$5.75M -$141K -2,772 -2%
Citadel Advisors
41
Citadel Advisors
Florida
$5.71M -$2.45M -48,295 -30%
CA
42
Clune & Associates
Illinois
$5.45M +$538K +10,599 +11%
OCA
43
Optimus Capital Advisors
Texas
$5.39M +$5.41M +106,489 New
CPW
44
Cogent Private Wealth
Florida
$5.31M +$5.33M +104,905 New
Creative Planning
45
Creative Planning
Kansas
$5.24M +$319K +6,293 +6%
IFA
46
Index Fund Advisors
California
$5.12M +$2.87M +56,534 +127%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$5.02M +$483K +9,514 +11%
Betterment LLC
48
Betterment LLC
New York
$4.71M +$911K +17,947 +24%
CMP
49
Coston McIsaac & Partners
Maine
$4.65M +$873K +17,206 +23%
AIA
50
AssuredPartners Investment Advisors
Florida
$4.55M +$528K +10,406 +13%