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Dimensional Short-Duration Fixed Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Amanda Hawley Atria Wealth Solutions Inc. | 14,079 | $662,067.14 | $666,077.49 | $4,010.35 | 0.61% |
 Lincoln Bach Delap Wealth Advisory LLC | 149,518 | $7.11M | $7.07M | -$32,734.58 | -0.46% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 39,971 | $1.92M | $1.9M | -$21,613.16 | -1.13% |
 Bradley J. Lineberger Seaside Wealth Management Inc. | 5,015 | $236,645.4 | $237,259.65 | $614.25 | 0.26% |
 Vito Collacuro Sutton Place Investors LLC | 38,194 | $1.79M | $1.81M | $18,794.43 | 1.05% |
 Jeffrey Jones Cypress Financial Planning LLC | 28,638 | $1.37M | $1.35M | -$18,193.39 | -1.33% |
 CJ Harrison DecisionPoint Financial LLC | 485 | $23,214.78 | $22,945.35 | -$269.43 | -1.16% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 1.14M | $54.13M | $54.17M | $34,954.46 | 0.06% |
 Mark Mowrey Signature Resources Capital Management LLC | 812,642 | $38.67M | $38.45M | -$225,856.25 | -0.58% |
 Elizabeth Barrett Sterling Wealth Advisors Inc. | 506,127 | $23.75M | $23.94M | $198,959.15 | 0.84% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 155,449 | $7.44M | $7.38M | -$68,307.46 | -0.92% |
 Rebecca Sierp WPWealth LLP | 1.19M | $56.16M | $56.41M | $244,199.78 | 0.43% |
 Bert D. Barre Colonial Trust Co. / SC | 5,453 | $260,108.1 | $258,417.67 | -$1,690.43 | -0.65% |
 Mark Meredith Meredith Wealth Planning | 180,461 | $8.59M | $8.54M | -$54,166.72 | -0.63% |
 Lyndsay Goody Onyx Financial Advisors LLC | 408,896 | $19.13M | $19.34M | $210,553.4 | 1.1% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 232,508 | $11.06M | $11.03M | -$26,259.75 | -0.24% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 296,404 | $14.06M | $14.02M | -$39,082.08 | -0.28% |
| JS Jeffrey Starkey Kooman & Associates | 131,485 | $6.09M | $6.22M | $129,521.2 | 2.13% |
| BG Becki Goebel TCP Asset Management LLC | 71,241 | $3.36M | $3.37M | $13,826.27 | 0.41% |
 Nelson J. Lam LAM GROUP Inc. | 5,590 | $259,455.35 | $264,462.9 | $5,007.55 | 1.93% |
