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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCA
76
Optimus Capital Advisors
Texas
$2.92M -$548K -10,797 -16%
KPP
77
Kings Path Partners
Texas
$2.92M +$1.65M +32,548 +131%
Osaic Holdings
78
Osaic Holdings
Arizona
$2.89M +$479K +9,430 +20%
EFG
79
Everest Financial Group
Minnesota
$2.89M -$181K -3,556 -6%
LPL Financial
80
LPL Financial
California
$2.86M +$680K +13,379 +31%
SIM
81
Studio Investment Management
Illinois
$2.84M +$530K +10,443 +23%
IFA
82
Index Fund Advisors
California
$2.75M -$3.11M -61,231 -53%
LI
83
LRI Investments
Florida
$2.73M +$736K +14,496 +37%
BH
84
Burk Holdings
Oklahoma
$2.54M
SWM
85
SpringVest Wealth Management
Texas
$2.49M +$1.35M +26,655 +119%
CWM
86
Core Wealth Management
Florida
$2.49M +$109K +2,155 +5%
AFP
87
ATLas Financial Planning
Georgia
$2.48M +$43K +847 +2%
CA
88
Clune & Associates
Illinois
$2.46M -$2.17M -42,732 -47%
JP Morgan Chase
89
JP Morgan Chase
New York
$2.29M +$2.29M +45,128 +173,569%
XPN
90
XY Planning Network
Montana
$2.21M +$739K +14,549 +50%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$2.03M -$10.8K -212 -0.5%
FWM
92
Forza Wealth Management
Florida
$1.96M +$25.1K +494 +1%
TM
93
Torren Management
California
$1.96M -$4.05M -79,647 -67%
BWM
94
Bullock Wealth Management
Indiana
$1.96M +$1.96M +38,542 New
MWP
95
Meredith Wealth Planning
Illinois
$1.92M +$75K +1,476 +4%
HighTower Advisors
96
HighTower Advisors
Illinois
$1.88M +$91K +1,791 +5%
MGW
97
MB Generational Wealth
Washington
$1.82M +$370K +7,281 +25%
AWM
98
Apollon Wealth Management
South Carolina
$1.75M -$50.8K -1,000 -3%
VFG
99
V2 Financial group
Illinois
$1.68M +$1.68M +33,086 New
BWP
100
Balboa Wealth Partners
Arizona
$1.62M -$32K -631 -2%