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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
226
HFG Wealth Management
Texas
$645K +$23.8K +502 +4%
CWM
227
Core Wealth Management
Florida
$627K -$3.03K -64 -0.5%
GWA
228
Geometric Wealth Advisors
District of Columbia
$613K +$99K +2,093 +19%
SIG
229
Spinnaker Investment Group
California
$608K -$946 -20 -0.2%
GJIA
230
Glass Jacobson Investment Advisors
Maryland
$603K -$25.3K -535 -4%
CL
231
CLG LLC
California
$591K +$596K +12,602 New
Citigroup
232
Citigroup
New York
$589K +$273K +5,768 +85%
FS
233
Financial Symmetry
North Carolina
$572K +$226K +4,777 +64%
PFA
234
Pinnacle Family Advisors
Missouri
$568K +$143K +3,026 +33%
CWMA
235
Capstone Wealth Management (Alabama)
Alabama
$529K +$534K +11,284 New
IA
236
IFG Advisory
Georgia
$520K +$525K +11,088 New
WP
237
WMS Partners
Maryland
$506K -$69K -1,458 -12%
JWM
238
JDH Wealth Management
California
$501K +$506K +10,692 New
Cerity Partners
239
Cerity Partners
New York
$480K +$13.9K +294 +3%
TAM
240
Titleist Asset Management
Texas
$478K +$483K +10,204 New
SA
241
Stewardship Advisors
Pennsylvania
$470K +$137K +2,889 +40%
AAM
242
Austin Asset Management
Texas
$470K – – –
DFS
243
Dixon Fnancial Services
California
$450K +$55.4K +1,170 +14%
LEFP
244
Leading Edge Financial Planning
Tennessee
$447K +$451K +9,539 New
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$432K -$33.7K -712 -7%
AAP
246
Arax Advisory Partners
Colorado
$429K +$433K +9,151 New
SPWM
247
Straight Path Wealth Management
Michigan
$420K -$26.8K -566 -6%
SC
248
Shearwater Capital
Colorado
$402K – – –
VWM
249
Vermillion Wealth Management
Minnesota
$400K +$404K +8,534 New
O3W
250
Omni 360 Wealth
New Jersey
$381K +$384K +8,122 New