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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIAM2
151
Tru Independence Asset Management 2
Oregon
$365K +$25.1K +494 +7%
GWA
152
Geometric Wealth Advisors
District of Columbia
$357K +$2.69K +53 +0.8%
EFG
153
Embree Financial Group
Illinois
$355K +$355K +7,001 New
EFP
154
Elser Financial Planning
Indiana
$352K +$353K +6,949 New
DWM
155
Diversify Wealth Management
Utah
$342K +$342K +6,745 New
MPW
156
MASECO Private Wealth
$337K +$175K +3,440 +107%
EC
157
Eaton-Cambridge
Arizona
$329K – – –
ACA
158
Aptus Capital Advisors
Alabama
$329K -$321K -6,318 -49%
Truist Financial
159
Truist Financial
North Carolina
$318K +$25K +493 +9%
VWA
160
VSM Wealth Advisory
Maryland
$315K +$30K +592 +11%
LFGO
161
Legacy Financial Group (Oklahoma)
Oklahoma
$310K +$68.1K +1,341 +28%
FFG
162
First Financial Group
North Carolina
$300K +$152 +3 +0.1%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$293K +$355 +7 +0.1%
NSG
164
Nalls Sherbakoff Group
Tennessee
$270K +$270K +5,318 New
OIA
165
OneDigital Investment Advisors
Kansas
$265K -$12.4K -245 -4%
LBC
166
Lane Brothers & Co
Arizona
$260K – – –
BJL
167
Brighton Jones LLC
Washington
$259K +$260K +5,117 New
FWP
168
Firethorn Wealth Partners
Georgia
$252K +$24.4K +480 +11%
AWA
169
Acorn Wealth Advisors
Michigan
$246K -$106K -2,094 -30%
Morgan Stanley
170
Morgan Stanley
New York
$229K +$198K +3,903 +643%
BFG
171
Berger Financial Group
Minnesota
$217K – – –
CFG
172
CSP Financial Group
Arizona
$214K +$214K +4,215 New
SF
173
Summit Financial
New Jersey
$213K +$213K +4,200 New
BTWM
174
Baker Tilly Wealth Management
Wisconsin
$212K +$1.57K +31 +0.7%
AFA
175
Alpha Financial Advisors
North Carolina
$210K -$55.1K -1,085 -21%