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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
ShankerValleau Wealth Advisors
Illinois
$876K -$1.04M -20,406 -54%
FFM
77
Forum Financial Management
Illinois
$855K +$18.2K +359 +2%
SC
78
Schubert & Co
Texas
$854K +$9.18K +181 +1%
SIM
79
Studio Investment Management
Illinois
$836K +$171K +3,366 +26%
MWA
80
Mills Wealth Advisors
Texas
$824K -$279K -5,491 -25%
FC
81
Family CFO
California
$785K +$303K +5,977 +63%
AC
82
Apella Capital
Connecticut
$751K
Financial Engines Advisors
83
Financial Engines Advisors
California
$745K +$744K +14,674 New
HTWM
84
Hartmann Taylor Wealth Management
Texas
$725K -$30.4K -600 -4%
SCA
85
Strathmore Capital Advisors
North Carolina
$636K +$635K +12,522 New
RLIM
86
Red Lighthouse Investment Management
New York
$632K +$631K +12,446 New
LI
87
LRI Investments
Florida
$596K
WWWM
88
White Wing Wealth Management
Texas
$580K -$236K -4,649 -29%
AWA
89
Acorn Wealth Advisors
Michigan
$556K -$144K -2,846 -21%
VPWA
90
Vestia Personal Wealth Advisors
Indiana
$552K +$330K +6,496 +148%
PFA
91
Pure Financial Advisors
California
$546K -$2.08K -41 -0.4%
CW
92
Curio Wealth
Maryland
$522K +$522K +10,285 +342,833%
FFA
93
Farther Finance Advisors
California
$504K +$196K +3,869 +64%
WCWM
94
Willow Creek Wealth Management
California
$475K +$184K +3,627 +63%
CPWM
95
Cypress Point Wealth Management
Texas
$438K +$2.79K +55 +0.6%
PAG
96
Private Advisor Group
New Jersey
$406K +$3.4K +67 +0.8%
Comerica Bank
97
Comerica Bank
Texas
$380K +$7.41K +146 +2%
MSFS
98
Main Street Financial Solutions
Pennsylvania
$360K +$360K +7,102 New
PCIA
99
Prime Capital Investment Advisors
Kansas
$359K
EAM
100
Evanson Asset Management
California
$328K +$2.69K +53 +0.8%