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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$1.01M +$229K +4,801 +30%
Mariner
227
Mariner
Kansas
$985K +$977K +20,525 New
GWA
228
Geometric Wealth Advisors
District of Columbia
$954K +$408K +8,564 +76%
KAM
229
KEB Asset Management
Illinois
$927K +$244K +5,125 +36%
ATPW
230
Ashton Thomas Private Wealth
Arizona
$902K +$568K +11,937 +174%
GWM
231
Geneos Wealth Management
Colorado
$868K -$307K -6,443 -26%
UWM
232
USAdvisors Wealth Management
Minnesota
$858K -$24.2K -509 -3%
KAM
233
Kraft Asset Management
Tennessee
$858K -$143K -2,999 -14%
BWM
234
Blossom Wealth Management
California
$848K +$70.6K +1,482 +9%
KSWA
235
Kathleen S. Wright Associates
Pennsylvania
$811K
FFM
236
Forum Financial Management
Illinois
$789K -$335K -7,035 -30%
NL
237
NWAM LLC
Washington
$785K +$29.9K +627 +4%
CWMA
238
Capstone Wealth Management (Alabama)
Alabama
$782K +$207K +4,350 +36%
NA
239
Nautilus Advisors
California
$781K -$129K -2,703 -14%
FFWA
240
Forthright Family Wealth Advisory
Texas
$765K -$1.52K -32 -0.2%
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$754K +$114K +2,403 +18%
EFG
242
Ethos Financial Group
Pennsylvania
$754K -$217K -4,550 -22%
CPA
243
Cardiff Park Advisors
California
$745K +$739K +15,526 New
NWM
244
Navigoe Wealth Management
California
$724K
EWA
245
Elevate Wealth Advisory
Georgia
$714K -$21.7K -456 -3%
HWM
246
HFG Wealth Management
Texas
$707K +$9.76K +205 +1%
TC
247
TAGStone Capital
North Carolina
$702K +$10.9K +229 +2%
AWS
248
Atria Wealth Solutions
New York
$676K -$372K -7,806 -36%
FS
249
Financial Symmetry
North Carolina
$668K +$19.6K +411 +3%
WN
250
Williams & Novak
California
$663K +$137K +2,881 +26%