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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
Babb Wealth Advisors
Arizona
$10.7M -$794K -15,649 -7%
NDWM
27
New Dimensions Wealth Management
Texas
$10M +$347K +6,828 +4%
FS
28
Financial Symmetry
North Carolina
$9.37M +$1.86M +36,586 +25%
TWM
29
Tumwater Wealth Management
Idaho
$9.35M +$1.43M +28,210 +18%
WP
30
Wealthspan Partners
Iowa
$8.07M -$634K -12,489 -7%
Creative Planning
31
Creative Planning
Kansas
$7.74M +$2.5M +49,324 +48%
AWA
32
Arkadios Wealth Advisors
Georgia
$7.69M -$896K -17,654 -10%
RWM
33
Ruedi Wealth Management
Illinois
$7.66M -$275K -5,418 -3%
PWP
34
Parkwoods Wealth Partners
New York
$7.52M -$132K -2,593 -2%
MWM
35
Mattern Wealth Management
Kansas
$7.43M -$480K -9,466 -6%
CL
36
Choreo LLC
Illinois
$7.39M +$7.4M +145,713 New
SPA
37
Shore Point Advisors
New Jersey
$7.39M +$446K +8,780 +6%
CPW
38
Cogent Private Wealth
Florida
$7.11M +$1.79M +35,353 +34%
LEFP
39
Leading Edge Financial Planning
Tennessee
$7.09M +$414K +8,151 +6%
WC
40
Wolfstich Capital
Massachusetts
$7.05M -$213K -4,204 -3%
PCIA
41
Prime Capital Investment Advisors
Kansas
$6.56M +$6.21M +122,312 +1,730%
3FI
42
3 Factor Indexing
California
$6.48M +$6.48M +127,718 New
BPA
43
Beacon Pointe Advisors
California
$6.41M +$2.65M +52,189 +70%
TM
44
Torren Management
California
$6M +$3.64M +71,797 +154%
IFA
45
Index Fund Advisors
California
$5.85M +$721K +14,201 +14%
AFG
46
Altiora Financial Group
Ohio
$5.54M -$3.52M -69,331 -39%
SIS
47
Strategic Investment Solutions
Illinois
$5.52M -$227K -4,469 -4%
Betterment LLC
48
Betterment LLC
New York
$5.23M +$514K +10,128 +11%
Jane Street
49
Jane Street
New York
$4.99M +$903K +17,791 +22%
VW
50
Vance Wealth
California
$4.85M +$1.5M +29,513 +45%