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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
151
Van Hulzen Asset Management
California
$347K -$30.5K -600 -8%
ACA
152
Aptus Capital Advisors
Alabama
$338K +$8.33K +164 +3%
GWM
153
Grand Wealth Management
Michigan
$335K +$233K +4,580 +226%
EC
154
Eaton-Cambridge
Arizona
$330K
VWA
155
VSM Wealth Advisory
Maryland
$329K +$12.8K +253 +4%
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$326K -$549K -10,800 -63%
SWA
157
ShankerValleau Wealth Advisors
Illinois
$303K -$183K -3,607 -38%
FFG
158
First Financial Group
North Carolina
$301K +$508 +10 +0.2%
Truist Financial
159
Truist Financial
North Carolina
$299K -$19.1K -376 -6%
OIA
160
OneDigital Investment Advisors
Kansas
$286K +$20.8K +410 +8%
AWA
161
Acorn Wealth Advisors
Michigan
$285K +$38.7K +761 +16%
LBC
162
Lane Brothers & Co
Arizona
$260K
TIAM2
163
Tru Independence Asset Management 2
Oregon
$253K -$113K -2,219 -31%
FWP
164
Firethorn Wealth Partners
Georgia
$248K -$4.83K -95 -2%
Morgan Stanley
165
Morgan Stanley
New York
$229K
CFD
166
Creative Financial Designs
Indiana
$222K +$222K +4,377 New
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$220K -$160K -3,145 -42%
CFG
168
CSP Financial Group
Arizona
$216K +$1.98K +39 +0.9%
BTWM
169
Baker Tilly Wealth Management
Wisconsin
$214K +$1.98K +39 +0.9%
WRPWM
170
Werba Rubin Papier Wealth Management
California
$200K +$200K +3,947 New
IA
171
IFG Advisory
Georgia
$157K +$13.7K +270 +10%
CI
172
CX Institutional
Indiana
$129K +$129K +2,544 New
WTA
173
Washington Trust Advisors
Massachusetts
$123K +$1.12K +22 +0.9%
AAP
174
Arax Advisory Partners
Colorado
$75.9K +$75.9K +1,494 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$50.8K