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Dimensional Short-Duration Fixed Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 16,748 | $804,149.88 | $783,471.44 | -$20,678.44 | -2.57% |
 Brian Distler Lakeridge Wealth Management LLC | 103,146 | $4.85M | $4.83M | -$22,020.55 | -0.45% |
 Patrick Gaul Oceanside Advisors LLC | 313,001 | $14.78M | $14.65M | -$131,802.6 | -0.89% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 30,180 | $1.45M | $1.41M | -$34,322.53 | -2.37% |
 John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 663,877 | $31.43M | $31.06M | -$373,364.14 | -1.19% |
 Ashley Meredith Abel Hall, LLC | 6,169 | $291,237.58 | $288,740.04 | -$2,497.54 | -0.86% |
 David Quinn Pine Harbor Wealth Management, LLC | 389,887 | $18.55M | $18.24M | -$300,651.04 | -1.62% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 217,274 | $10.28M | $10.17M | -$108,976.89 | -1.06% |
 Ralph Antolino, Jr AA Financial Advisors, LLC | 196,207 | $9.39M | $9.19M | -$203,309.47 | -2.16% |
 Thaddeus Gilliam Verisail Partners, LLC | 423,424 | $19.91M | $19.81M | -$98,173.5 | -0.49% |
 Joel W. Lake Capstone Wealth Management, LLC | 34,966 | $1.66M | $1.64M | -$26,343.95 | -1.58% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 16,405 | $785,386.76 | $767,918.05 | -$17,468.71 | -2.22% |
 Janice M. Powell Diversify Advisory Services, LLC | 123,538 | $5.84M | $5.78M | -$56,203.91 | -0.96% |
 Taylor Faw Strathmore Capital Advisors, Inc. | 26,138 | $1.25M | $1.22M | -$20,474.07 | -1.64% |
 Greyson Gibson JDH Wealth Management, LLC | 34,705 | $1.65M | $1.62M | -$27,709.27 | -1.68% |
 Todd Lunsford International Private Wealth Advisors LLC | 7,554 | $361,590.05 | $353,904.9 | -$7,685.15 | -2.13% |
 Daniel Andersen Parkshore Wealth Management, Inc. | 629,274 | $29.62M | $29.45M | -$171,608.55 | -0.58% |
 Bruce Barton Parkworth Wealth Management, Inc. | 81,610 | $3.83M | $3.82M | -$11,387.99 | -0.3% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 20,062 | $952,894.09 | $939,102.22 | -$13,791.87 | -1.45% |
 Henry Pizzutello HFG Wealth Management, LLC | 10,237 | $484,955.03 | $479,296.34 | -$5,658.69 | -1.17% |
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