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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
76
Studio Investment Management
Illinois
$665K +$476K +9,386 +252%
LOPW
77
Live Oak Private Wealth
North Carolina
$638K +$638K +12,578 New
LI
78
LRI Investments
Florida
$595K +$595K +11,735 New
PFA
79
Pure Financial Advisors
California
$548K +$281K +5,530 +105%
CW
80
Curio Wealth
Maryland
$520K -$522K -10,285 -100%
CWM
81
Cahill Wealth Management
Michigan
$504K +$504K +9,933 New
FC
82
Family CFO
California
$481K +$481K +9,483 New
JP Morgan Chase
83
JP Morgan Chase
New York
$449K +$449K +8,850 New
CPWM
84
Cypress Point Wealth Management
Texas
$435K +$2.13K +42 +0.5%
FFAS
85
FIG Financial Advisory Services
Oklahoma
$421K -$14.5K -285 -3%
PAG
86
Private Advisor Group
New Jersey
$402K +$2.89K +57 +0.7%
Comerica Bank
87
Comerica Bank
Texas
$372K +$271K +5,340 +267%
PCIA
88
Prime Capital Investment Advisors
Kansas
$359K +$33K +651 +10%
EAM
89
Evanson Asset Management
California
$326K +$1.98K +39 +0.6%
LFGO
90
Legacy Financial Group (Oklahoma)
Oklahoma
$310K -$28.9K -570 -9%
FFA
91
Farther Finance Advisors
California
$308K +$308K +6,066 New
WCWM
92
Willow Creek Wealth Management
California
$290K +$290K +5,726 New
FFG
93
First Financial Group
North Carolina
$276K +$261K +5,155 New
LPL Financial
94
LPL Financial
California
$274K +$2.18K +43 +0.8%
AFA
95
Alpha Financial Advisors
North Carolina
$265K +$265K +5,230 New
VWA
96
VSM Wealth Advisory
Maryland
$257K +$6.14K +121 +2%
PL
97
Plancorp LLC
Missouri
$250K +$250K +4,932 New
VHAM
98
Van Hulzen Asset Management
California
$240K -$50.7K -1,000 -17%
AAS
99
Avantax Advisory Services
Texas
$229K +$16.1K +318 +8%
VPWA
100
Vestia Personal Wealth Advisors
Indiana
$223K -$40.7K -802 -15%