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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
226
Flow Traders U.S.
New York
$1.01M -$401K -8,420 -29%
AAS
227
Avantax Advisory Services
Texas
$1.01M +$229K +4,801 +30%
Mariner
228
Mariner
Kansas
$985K +$977K +20,525 New
GWA
229
Geometric Wealth Advisors
District of Columbia
$954K +$408K +8,564 +76%
KAM
230
KEB Asset Management
Illinois
$927K +$244K +5,125 +36%
ATPW
231
Ashton Thomas Private Wealth
Arizona
$902K +$568K +11,937 +174%
GWM
232
Geneos Wealth Management
Colorado
$868K +$248K +5,210 +40%
UWM
233
USAdvisors Wealth Management
Minnesota
$858K -$24.2K -509 -3%
KAM
234
Kraft Asset Management
Tennessee
$858K -$143K -2,999 -14%
BWM
235
Blossom Wealth Management
California
$848K +$70.6K +1,482 +9%
KSWA
236
Kathleen S. Wright Associates
Pennsylvania
$811K – – –
FFM
237
Forum Financial Management
Illinois
$789K -$335K -7,035 -30%
NL
238
NWAM LLC
Washington
$785K +$29.9K +627 +4%
CWMA
239
Capstone Wealth Management (Alabama)
Alabama
$782K +$207K +4,350 +36%
NA
240
Nautilus Advisors
California
$781K -$129K -2,703 -14%
FFWA
241
Forthright Family Wealth Advisory
Texas
$765K -$1.52K -32 -0.2%
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$754K +$114K +2,403 +18%
EFG
243
Ethos Financial Group
Pennsylvania
$754K -$217K -4,550 -22%
CPA
244
Cardiff Park Advisors
California
$745K +$739K +15,526 New
NWM
245
Navigoe Wealth Management
California
$724K – – –
EWA
246
Elevate Wealth Advisory
Georgia
$714K -$21.7K -456 -3%
HWM
247
HFG Wealth Management
Texas
$707K +$9.76K +205 +1%
TC
248
TAGStone Capital
North Carolina
$702K +$10.9K +229 +2%
AWS
249
Atria Wealth Solutions
New York
$676K -$372K -7,806 -36%
FS
250
Financial Symmetry
North Carolina
$668K +$19.6K +411 +3%