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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Parkworth Wealth Management
California
$1.49M +$1.5M +29,509 New
RCAG
52
Rehmann Capital Advisory Group
Michigan
$1.39M +$823K +16,227 +144%
MWP
53
Meredith Wealth Planning
Illinois
$1.36M +$593K +11,684 +77%
KAS
54
Kestra Advisory Services
Texas
$1.36M +$1.36M +26,800 New
Creative Planning
55
Creative Planning
Kansas
$1.33M +$13.6K +268 +1%
Betterment LLC
56
Betterment LLC
New York
$1.29M +$450K +8,872 +53%
WWWM
57
White Wing Wealth Management
Texas
$1.28M -$73K -1,438 -5%
FTUS
58
Flow Traders U.S.
New York
$1.2M +$610K +12,032 +103%
KPP
59
Kings Path Partners
Texas
$1.19M -$1.21M -23,917 -50%
BWM
60
Bullock Wealth Management
Indiana
$1.11M +$1.12M +21,992 New
BWA
61
BCU Wealth Advisors
Illinois
$1.06M +$1.07M +20,994 New
PWIA
62
Porter White Investment Advisors
Alabama
$952K +$659K +12,989 +223%
IFA
63
Index Fund Advisors
California
$812K -$66.3K -1,307 -8%
SCA
64
Strathmore Capital Advisors
North Carolina
$713K +$715K +14,091 New
BPA
65
Beacon Pointe Advisors
California
$673K +$675K +13,301 New
CWM
66
Core Wealth Management
Florida
$585K -$2.07M -40,813 -78%
CW
67
Curio Wealth
Maryland
$520K +$522K +10,288 New
SC
68
Schubert & Co
Texas
$472K +$60.2K +1,186 +15%
FFAS
69
FIG Financial Advisory Services
Oklahoma
$434K +$436K +8,585 New
CPWM
70
Cypress Point Wealth Management
Texas
$432K -$19.1K -377 -4%
PAG
71
Private Advisor Group
New Jersey
$398K -$70.1K -1,381 -15%
LFGO
72
Legacy Financial Group (Oklahoma)
Oklahoma
$338K -$62.4K -1,229 -16%
PCIA
73
Prime Capital Investment Advisors
Kansas
$325K +$29.1K +573 +10%
AWA
74
Acorn Wealth Advisors
Michigan
$323K +$324K +6,390 New
EAM
75
Evanson Asset Management
California
$323K -$14.8K -292 -4%