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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Accurate Wealth Management
Florida
$2.71M +$2.14M +44,751 +369%
TWA
227
TCI Wealth Advisors
Arizona
$2.52M +$29.4K +615 +1%
LCG
228
Lynx Capital Group
Ohio
$2.51M +$905K +18,910 +56%
WUW
229
Wheels Up Wealth
California
$2.49M +$58.3K +1,218 +2%
SIS
230
Strategic Investment Solutions
Illinois
$2.43M +$542K +11,313 +29%
DWM
231
Dopkins Wealth Management
New York
$2.42M +$104K +2,170 +4%
HFA
232
Hippocratic Financial Advisors
California
$2.42M -$16.1K -336 -0.7%
JP Morgan Chase
233
JP Morgan Chase
New York
$2.4M +$808K +16,877 +51%
FOA
234
Five Oceans Advisors
California
$2.36M -$333K -6,960 -12%
AIS
235
American Investment Services
Massachusetts
$2.29M +$433K +9,034 +23%
NFP
236
Narus Financial Partners
Utah
$2.27M +$44.1K +922 +2%
PAG
237
Private Advisor Group
New Jersey
$2.26M -$2.21M -46,123 -49%
IA
238
IFP Advisors
Florida
$2.26M +$28.5K +595 +1%
MCA
239
Maryland Capital Advisors
Maryland
$2.24M +$2.25M +46,962 New
TCM
240
Tassel Capital Management
North Carolina
$2.22M -$62.2K -1,299 -3%
AC
241
Applied Capital
Arkansas
$2.17M -$52.3K -1,093 -2%
FWMP
242
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.16M
VWM
243
Vigil Wealth Management
Florida
$2.09M +$12.4K +258 +0.6%
BIA
244
Barry Investment Advisors
Massachusetts
$2.01M -$216K -4,516 -10%
RWM
245
Rockwood Wealth Management
Pennsylvania
$1.96M -$205K -4,275 -9%
SWM
246
Sentinel Wealth Management
Virginia
$1.91M +$130K +2,708 +7%
HTWM
247
Hartmann Taylor Wealth Management
Texas
$1.88M
PWMG
248
Pioneer Wealth Management Group
Texas
$1.86M +$1.86M +38,936 New
SPI
249
Sutton Place Investors
New York
$1.82M +$22.8K +477 +1%
PFA
250
Pillar Financial Advisors
Kentucky
$1.81M -$4.5K -94 -0.2%