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Dimensional Ultrashort Fixed Income ETF
DUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1
Sterling Wealth Management
Illinois
$21.7M +$21.7M +431,227 New
DPW
2
DiNuzzo Private Wealth
Pennsylvania
$10.3M +$10.2M +203,758 New
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$8.04M +$8.04M +159,822 New
CPIG
4
Chicago Partners Investment Group
Illinois
$6.95M -$254K -5,053 -4%
Jane Street
5
Jane Street
New York
$4.18M +$1.28M +25,398 +44%
SIS
6
Strategic Investment Solutions
Illinois
$4.1M +$4.1M +81,560 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.79M +$2.79M +55,453 New
PFM
8
Phillips Financial Management
Indiana
$2.35M +$2.34M +46,476 +15,492%
CWP
9
Concord Wealth Partners
Virginia
$2.03M +$2.03M +40,409 New
MWA
10
Mills Wealth Advisors
Texas
$1.61M +$1.61M +32,058 New
OFA
11
Onyx Financial Advisors
Idaho
$1.6M +$1.6M +31,879 New
RWM
12
Ruedi Wealth Management
Illinois
$1.16M +$1.15M +22,956 New
GOCP
13
Great Oak Capital Partners
Massachusetts
$1.07M +$1.07M +21,288 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$525K +$525K +10,436 New
AFS
15
Annapolis Financial Services
Maryland
$399K +$398K +7,922 New
RCAG
16
Rehmann Capital Advisory Group
Michigan
$302K +$302K +6,000 New
LFGO
17
Legacy Financial Group (Oklahoma)
Oklahoma
$231K +$230K +4,583 New
RFP
18
Root Financial Partners
California
$212K +$212K +4,208 New
FWM
19
FMB Wealth Management
California
$206K +$206K +4,087 New
LG
20
LAM Group
Oregon
$122K +$122K +2,420 New
SFCL
21
Strengthening Families & Communities LLC
Massachusetts
$24.9K +$24.8K +494 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$956 +$956 +19 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
– -$10M -200,000 Closed
Citadel Advisors
24
Citadel Advisors
Florida
– -$263K -5,254 Closed