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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
151
Berger Financial Group
Minnesota
$217K +$218K +4,289 New
EWA
152
EverSource Wealth Advisors
Alabama
$212K +$213K +4,188 New
BTWM
153
Baker Tilly Wealth Management
Wisconsin
$210K +$2.69K +53 +1%
MPW
154
MASECO Private Wealth
$163K +$1.12K +22 +0.7%
GWM
155
Grand Wealth Management
Michigan
$134K +$134K +2,636 New
WTA
156
Washington Trust Advisors
Massachusetts
$112K +$1.42K +28 +1%
LWMI
157
Legacy Wealth Management (Idaho)
Idaho
$91.8K
SFCL
158
Strengthening Families & Communities LLC
Massachusetts
$57.5K -$10.7K -211 -16%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$50.6K +$50.8K +1,000 New
Morgan Stanley
160
Morgan Stanley
New York
$30.7K +$30.8K +607 New
IA
161
IFP Advisors
Florida
$26.4K +$5.18K +102 +24%
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$24.7K +$24.7K +487 New
CAL
163
Capital Analysts LLC
Pennsylvania
$15K -$1.12K -22 -7%
RPCA
164
Running Point Capital Advisors
California
$10.1K
HWA
165
HHM Wealth Advisors
Tennessee
$5.52K
SN
166
Sittner & Nelson
Oregon
$3.4K
MCA
167
Maryland Capital Advisors
Maryland
$3.39K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$3K
PS
169
Pinney & Scofield
Massachusetts
$2.22K +$51 +1 +2%
RG
170
RHL Group
Michigan
$1.22K +$1.22K +24 New
MSFS
171
Main Street Financial Solutions
Pennsylvania
-$436K -8,577 Closed
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
-$238K -4,692 Closed
KWM
173
Kiker Wealth Management
Georgia
-$231K -4,550 Closed
NCM
174
New Capital Management
Texas
-$227K -4,470 Closed
EH
175
Equitable Holdings
New York
-$207K -4,080 Closed