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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Advisornet Financial
Minnesota
$50.5K +$3.19K +68 +7%
CAS
227
Coppell Advisory Solutions
Texas
$39.8K +$39.7K +846 New
BTI
228
Blue Trust Inc
Georgia
$34.8K
VAG
229
VisionPoint Advisory Group
Texas
$30.4K
MFT
230
Moisand Fitzgerald Tamayo
Florida
$29.3K +$3.43K +73 +13%
OCM
231
Orion Capital Management
California
$28.2K
MG
232
MilWealth Group
Wisconsin
$27.3K +$329 +7 +1%
DF
233
DecisionPoint Financial
Arizona
$23K -$52.1K -1,111 -70%
KPP
234
Kings Path Partners
Texas
$20.7K +$20.7K +441 New
GWM
235
Geneos Wealth Management
Colorado
$13.9K +$13.8K +295 New
Wells Fargo
236
Wells Fargo
California
$13.4K +$13.4K +285 New
FLPIM
237
F.L. Putnam Investment Management
Massachusetts
$11.2K +$11.2K +239 New
HI
238
Harbour Investments
Wisconsin
$10.2K
HFA
239
Hershey Financial Advisers
Pennsylvania
$6.44K +$6.43K +137 New
US Bancorp
240
US Bancorp
Minnesota
$6.34K +$6.34K +135 New
CMBA
241
C.M. Bidwell & Associates
Hawaii
$5.31K
GI
242
Gradient Investments
Minnesota
$4.65K
GM
243
GeoWealth Management
Illinois
$2.06K +$2.02K +43 +4,300%
LNC
244
Lincoln National Corp
Pennsylvania
-$1.94M -41,290 Closed
AWM
245
Axxcess Wealth Management
California
-$652K -13,852 Closed
DWM
246
Drive Wealth Management
Utah
-$533K -11,325 Closed
HIC
247
Hartline Investment Corp
Illinois
-$501K -10,648 Closed
B
248
BetterWealth
California
-$326K -6,928 Closed
MWA
249
Mills Wealth Advisors
Texas
-$262K -5,560 Closed
AWM
250
AE Wealth Management
Kansas
-$235K -5,000 Closed