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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EC
76
Eaton-Cambridge
Arizona
$1M +$1M +19,697 New
MWP
77
Meredith Wealth Planning
Illinois
$962K -$348K -6,846 -27%
RLIM
78
Red Lighthouse Investment Management
New York
$933K +$301K +5,935 +48%
FTUS
79
Flow Traders U.S.
New York
$875K +$875K +17,239 New
WWWM
80
White Wing Wealth Management
Texas
$862K +$282K +5,556 +49%
LOPW
81
Live Oak Private Wealth
North Carolina
$728K -$476K -9,372 -40%
LPL Financial
82
LPL Financial
California
$642K -$442K -8,697 -41%
SCA
83
Strathmore Capital Advisors
North Carolina
$638K +$2.03K +40 +0.3%
SWA
84
ShankerValleau Wealth Advisors
Illinois
$608K -$268K -5,286 -31%
AWA
85
Acorn Wealth Advisors
Michigan
$607K +$50.2K +988 +9%
Corient Private Wealth
86
Corient Private Wealth
Florida
$599K +$599K +11,800 New
HTWM
87
Hartmann Taylor Wealth Management
Texas
$589K -$137K -2,695 -19%
PWIA
88
Porter White Investment Advisors
Alabama
$575K -$580K -11,419 -50%
PFA
89
Pure Financial Advisors
California
$546K +$305 +6 +0.1%
TIAM2
90
Tru Independence Asset Management 2
Oregon
$541K +$541K +10,649 New
WCWM
91
Willow Creek Wealth Management
California
$530K +$55.3K +1,088 +12%
CW
92
Curio Wealth
Maryland
$522K
FFA
93
Farther Finance Advisors
California
$505K +$609 +12 +0.1%
SC
94
Schubert & Co
Texas
$484K -$370K -7,295 -43%
MSFS
95
Main Street Financial Solutions
Pennsylvania
$436K +$74.9K +1,475 +21%
DAS
96
Dynamic Advisor Solutions
Arizona
$423K +$121K +2,380 +40%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$419K -$996K -19,613 -70%
CF
98
Claris Financial
Virginia
$414K +$414K +8,152 New
VHAM
99
Van Hulzen Asset Management
California
$413K +$413K +8,130 New
AC
100
Apella Capital
Connecticut
$401K -$350K -6,893 -47%