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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
101
Red Lighthouse Investment Management
New York
$1.53M +$245K +4,832 +19%
FPAS
102
Focus Partners Advisor Solutions
Missouri
$1.51M +$1.51M +29,815 New
PIAS
103
PCA Investment Advisory Services
Ohio
$1.49M +$10K +198 +0.7%
XPN
104
XY Planning Network
Montana
$1.47M -$185K -3,638 -11%
MGW
105
MB Generational Wealth
Washington
$1.45M +$247K +4,871 +20%
SAI
106
Savvy Advisors Inc
New York
$1.45M +$211K +4,158 +17%
CW
107
Curio Wealth
Maryland
$1.44M +$829K +16,332 +134%
Financial Engines Advisors
108
Financial Engines Advisors
California
$1.42M -$184K -3,629 -11%
FC
109
Family CFO
California
$1.41M -$564K -11,114 -29%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$1.26M -$675K -13,308 -35%
KPP
111
Kings Path Partners
Texas
$1.26M -$154K -3,042 -11%
PA
112
PFG Advisors
Arizona
$1.25M +$124K +2,447 +11%
WWWM
113
White Wing Wealth Management
Texas
$1.23M +$203K +3,995 +20%
SWM
114
SpringVest Wealth Management
Texas
$1.13M +$159K +3,136 +16%
PWIA
115
Porter White Investment Advisors
Alabama
$1.13M -$123K -2,422 -10%
SF
116
SageOak Financial
Oklahoma
$1.04M +$1.04M +20,551 New
MML Investors Services
117
MML Investors Services
Massachusetts
$1.01M
LOPW
118
Live Oak Private Wealth
North Carolina
$965K +$238K +4,693 +33%
CSP
119
Cary Street Partners
Virginia
$935K +$163K +3,207 +21%
GWMT
120
Guardian Wealth Management (Tennessee)
Tennessee
$916K -$462K -9,103 -34%
MSF
121
Mustard Seed Financial
Arkansas
$912K +$913K +17,990 New
PA
122
ProCore Advisors
California
$897K -$10.7M -210,300 -92%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$873K +$874K +17,220 New
KCWM
124
Kane Co Wealth Management
Iowa
$862K +$141K +2,775 +20%
AF
125
Allworth Financial
California
$861K +$862K +16,979 New