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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
AssuredPartners Investment Advisors
Florida
$2.59M +$2.59M +51,027 New
IFA
52
Index Fund Advisors
California
$2.29M +$1.54M +30,380 +206%
PIAS
53
PCA Investment Advisory Services
Ohio
$2.16M +$101K +1,997 +5%
NWM
54
Navigoe Wealth Management
California
$2.06M -$124K -2,444 -6%
Betterment LLC
55
Betterment LLC
New York
$1.81M +$417K +8,221 +30%
XPN
56
XY Planning Network
Montana
$1.77M +$1.09M +21,475 +161%
KPP
57
Kings Path Partners
Texas
$1.71M -$541K -10,656 -24%
OFI
58
Outbound Financial Inc
Colorado
$1.7M +$1.7M +33,516 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.58M +$541K +10,669 +52%
CSP
60
Cary Street Partners
Virginia
$1.51M +$255K +5,033 +20%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$1.41M -$1.57K -31 -0.1%
WCM
62
Warburton Capital Management
Oklahoma
$1.39M -$3.67M -72,276 -72%
PWM
63
Parkworth Wealth Management
California
$1.35M -$640K -12,614 -32%
SIM
64
Stratos Investment Management
Ohio
$1.35M +$1.35M +26,519 New
MWP
65
Meredith Wealth Planning
Illinois
$1.31M +$325K +6,404 +33%
MPW
66
MASECO Private Wealth
$1.28M +$1.28M +25,140 New
LOPW
67
Live Oak Private Wealth
North Carolina
$1.2M +$565K +11,132 +89%
CWM
68
Core Wealth Management
Florida
$1.18M +$29.7K +585 +3%
PWIA
69
Porter White Investment Advisors
Alabama
$1.15M +$45.3K +893 +4%
BOC
70
Blue Oak Capital
California
$1.15M -$596K -11,747 -34%
HighTower Advisors
71
HighTower Advisors
Illinois
$1.15M -$49.6K -978 -4%
LPL Financial
72
LPL Financial
California
$1.08M +$809K +15,943 +295%
PWM
73
PBMares Wealth Management
Virginia
$1.04M -$1.23M -24,209 -54%
VW
74
Vance Wealth
California
$979K -$85.7K -1,690 -8%
BPA
75
Beacon Pointe Advisors
California
$944K +$276K +5,439 +41%