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Dimensional Ultrashort Fixed Income ETF
DUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
1
Planning Center Inc
Illinois
$126M +$1.26M +24,926 +1%
PMIM
2
Prudent Man Investment Management
Colorado
$57.6M +$57.8M +1,139,200 New
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$49.2M -$4.68M -92,194 -9%
SWM
4
Sterling Wealth Management
Illinois
$25.3M +$42.3K +833 +0.2%
RFP
5
Root Financial Partners
California
$19.7M +$7.63M +150,334 +63%
DPW
6
DiNuzzo Private Wealth
Pennsylvania
$17.8M +$3.11M +61,305 +21%
CPIG
7
Chicago Partners Investment Group
Illinois
$15.4M -$259K -5,107 -2%
ACA
8
American Capital Advisory
Idaho
$14.1M +$1.89M +37,161 +15%
SIC
9
SJS Investment Consulting
Ohio
$12.6M +$5.28M +104,095 +72%
PFM
10
Phillips Financial Management
Indiana
$11.4M +$3.81M +75,140 +50%
AFG
11
Altiora Financial Group
Ohio
$11M +$1.42M +28,026 +15%
PFA
12
Pillar Financial Advisors
Kentucky
$9.49M +$9.52M +187,614 New
SWA
13
ShankerValleau Wealth Advisors
Illinois
$9.21M +$9.23M +181,957 New
SHFA
14
SC&H Financial Advisors
Maryland
$9.15M +$7.53M +148,415 +457%
HHWM
15
Hiley Hunt Wealth Management
Nebraska
$7.71M +$1.6M +31,553 +26%
AWA
16
Arkadios Wealth Advisors
Georgia
$7.47M -$6.92M -136,344 -48%
MSWM
17
Master's Wealth Management
Pennsylvania
$6.7M +$6.72M +132,500 New
OFA
18
Onyx Financial Advisors
Idaho
$6.39M +$742K +14,621 +13%
SIS
19
Strategic Investment Solutions
Illinois
$6.29M +$91.5K +1,803 +1%
SC
20
Savant Capital
Illinois
$6.2M +$6.22M +122,542 New
RWM
21
Ruedi Wealth Management
Illinois
$6.16M +$432K +8,524 +8%
EP
22
Essential Planning
New Hampshire
$5.32M +$5.33M +104,952 New
BWA
23
Babb Wealth Advisors
Arizona
$5.27M +$5.29M +104,225 New
MWM
24
Moran Wealth Management
Florida
$5.25M +$5.26M +103,679 New
WCM
25
Warburton Capital Management
Oklahoma
$5.01M +$5.02M +98,955 New
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