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Dimensional Short-Duration Fixed Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 NICOLE MARTIN Arlington Trust Co LLC | 1,111 | $53,195 | $52,990.59 | -$204.41 | -0.38% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 104,951 | $4.95M | $5.01M | $59,712.74 | 1.21% |
 MICHAEL DE LUZ Williams & Novak, LLC | 14,481 | $691,936.58 | $690,690.12 | -$1,246.46 | -0.18% |
| KS Kristi Shields ROGCO, LP | 3,468 | $166,291 | $165,410.77 | -$880.23 | -0.53% |
 Stacey Cheek Wheelhouse Advisory Group LLC | 617,530 | $29.51M | $29.45M | -$58,511.15 | -0.2% |
 William Ertel Tassel Capital Management, Inc. | 47,782 | $2.29M | $2.28M | -$8,795.39 | -0.38% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 26,925 | $1.29M | $1.28M | -$4,713.88 | -0.37% |
 Scott McMillan White Wing Wealth Management | 131,430 | $6.22M | $6.27M | $46,246.82 | 0.74% |
 Mark Weber DecisionMap Wealth Management, LLC | 29,215 | $1.37M | $1.39M | $22,128.89 | 1.61% |
 Scott L. Comeau BCU Wealth Advisors, LLC | 404,463 | $19.16M | $19.3M | $137,347.34 | 0.72% |
 Amir Har-El Savvy Advisors, Inc. | 97,554 | $4.68M | $4.65M | -$24,759.67 | -0.53% |
 William Ramsay Financial Symmetry Inc | 18,921 | $896,872.47 | $902,815.51 | $5,943.04 | 0.66% |
 One Degree Advisors Inc. One Degree Advisors Inc | 336,546 | $16.08M | $16.05M | -$26,760.38 | -0.17% |
 Donald Hatcher Solutions 4 Wealth, Ltd | 29,098 | $1.39M | $1.39M | -$1,018.64 | -0.07% |
 Taylor Wagner Valued Wealth Advisors LLC | 557,734 | $26.16M | $26.6M | $445,843.92 | 1.7% |
 Mark Heider Peirce Capital Management, LLC | 192,512 | $9.08M | $9.19M | $103,921.57 | 1.14% |
 Neal D. Carlson Forthright Family Wealth Advisory LLC | 15,928 | $748,864.22 | $759,924.88 | $11,060.66 | 1.48% |
 Mark Fonville Fonville Wealth Management LLC | 153,664 | $7.37M | $7.33M | -$38,159.15 | -0.52% |
 Andy Bloom MB Generational Wealth, LLC | 61,829 | $2.96M | $2.95M | -$14,828.77 | -0.5% |
 David Ragan Grunden Financial Advisory, Inc. | 514,517 | $24.22M | $24.54M | $326,947.38 | 1.35% |
