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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
151
Firethorn Wealth Partners
Georgia
$228K +$152 +3 +0.1%
BFG
152
Berger Financial Group
Minnesota
$217K +$218K +4,289 New
EWA
153
EverSource Wealth Advisors
Alabama
$212K +$213K +4,188 New
BTWM
154
Baker Tilly Wealth Management
Wisconsin
$210K +$2.69K +53 +1%
MPW
155
MASECO Private Wealth
$163K +$1.12K +22 +0.7%
GWM
156
Grand Wealth Management
Michigan
$134K +$134K +2,636 New
WTA
157
Washington Trust Advisors
Massachusetts
$112K +$1.42K +28 +1%
LWMI
158
Legacy Wealth Management (Idaho)
Idaho
$91.8K – – –
SFCL
159
Strengthening Families & Communities LLC
Massachusetts
$57.5K -$10.7K -211 -16%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$50.6K +$50.8K +1,000 New
Morgan Stanley
161
Morgan Stanley
New York
$30.7K +$30.8K +607 New
IA
162
IFP Advisors
Florida
$26.4K +$5.18K +102 +24%
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$24.7K +$24.7K +487 New
CAL
164
Capital Analysts LLC
Pennsylvania
$15K -$1.12K -22 -7%
RPCA
165
Running Point Capital Advisors
California
$10.1K – – –
HWA
166
HHM Wealth Advisors
Tennessee
$5.52K – – –
SN
167
Sittner & Nelson
Oregon
$3.4K – – –
MCA
168
Maryland Capital Advisors
Maryland
$3.39K – – –
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
PS
170
Pinney & Scofield
Massachusetts
$2.22K +$51 +1 +2%
RG
171
RHL Group
Michigan
$1.22K +$1.22K +24 New
MSFS
172
Main Street Financial Solutions
Pennsylvania
– -$436K -8,577 Closed
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
– -$238K -4,692 Closed
KWM
174
Kiker Wealth Management
Georgia
– -$231K -4,550 Closed
NCM
175
New Capital Management
Texas
– -$227K -4,470 Closed