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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
126
Washington Trust Advisors
Massachusetts
$111K +$111K +2,191 New
ACA
127
Aptus Capital Advisors
Alabama
$106K +$6.35K +125 +6%
LWMI
128
Legacy Wealth Management (Idaho)
Idaho
$92.1K
SFCL
129
Strengthening Families & Communities LLC
Massachusetts
$68.4K +$711 +14 +1%
ASN
130
Advisory Services Network
Georgia
$56.4K +$56.4K +1,110 New
UBS Group
131
UBS Group
Switzerland
$36.5K +$36.5K +719 New
IA
132
IFP Advisors
Florida
$21.3K +$21.3K +420 New
CAL
133
Capital Analysts LLC
Pennsylvania
$16K +$203 +4 +1%
RPCA
134
Running Point Capital Advisors
California
$10.1K +$10.1K +199 New
HWA
135
HHM Wealth Advisors
Tennessee
$5.54K +$5.54K +109 New
MCA
136
Maryland Capital Advisors
Maryland
$3.4K
SN
137
Sittner & Nelson
Oregon
$3.4K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$3K
PS
139
Pinney & Scofield
Massachusetts
$2.2K +$2.18K +43 New
CPG
140
Cornerstone Planning Group
New Jersey
$529 +$508 +10 New
CAMV
141
Concord Asset Management (Virginia)
Virginia
-$3.49M -68,703 Closed
FPAS
142
Focus Partners Advisor Solutions
Missouri
-$3.27M -64,431 Closed
WCM
143
Warburton Capital Management
Oklahoma
-$1.39M -27,466 Closed
SIM
144
Stratos Investment Management
Ohio
-$1.35M -26,519 Closed
FFM
145
Forum Financial Management
Illinois
-$855K -16,855 Closed
MWA
146
Mills Wealth Advisors
Texas
-$824K -16,236 Closed
GS
147
GTS Securities
Florida
-$242K -4,768 Closed
DWM
148
Destination Wealth Management
California
-$235K -4,638 Closed
Bank of America
149
Bank of America
North Carolina
-$58.1K -1,145 Closed
JP Morgan Chase
150
JP Morgan Chase
New York
-$40.4K -796 Closed