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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPI
226
Sutton Place Investors
New York
$1.98M +$118K +2,448 +6%
WAN
227
Wealth Advisors Northwest
Oregon
$1.97M +$96.4K +2,001 +5%
Jones Financial Companies
228
Jones Financial Companies
Missouri
$1.96M +$1.43M +29,727 +269%
VWM
229
Vigil Wealth Management
Florida
$1.89M +$1.9M +39,338 New
SIS
230
Strategic Investment Solutions
Illinois
$1.87M -$121K -2,512 -6%
KAM
231
KEB Asset Management
Illinois
$1.85M +$853K +17,691 +84%
PFA
232
Pillar Financial Advisors
Kentucky
$1.83M -$112K -2,321 -6%
SWM
233
Sentinel Wealth Management
Virginia
$1.79M +$21.7K +451 +1%
KFAS
234
Keating Financial Advisory Services
Kansas
$1.77M +$1.78M +36,837 New
AIS
235
American Investment Services
Massachusetts
$1.72M +$234K +4,857 +16%
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$1.71M +$1.83K +38 +0.1%
WANY
237
Wealthspire Advisors (New York)
New York
$1.67M +$15.5K +321 +0.9%
AWMM
238
Aegis Wealth Management (Maryland)
Maryland
$1.66M +$819 +17 +0%
Northern Trust
239
Northern Trust
Illinois
$1.62M
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$1.58M +$1.13M +23,369 +245%
MWM
241
Modera Wealth Management
New Jersey
$1.57M -$10.2K -212 -0.6%
SAI
242
Savvy Advisors Inc
New York
$1.56M +$573K +11,893 +58%
LCG
243
Lynx Capital Group
Ohio
$1.46M +$1.46M +30,368 New
S4W
244
Solutions 4 Wealth
Texas
$1.45M -$498K -10,326 -26%
B
245
BetterWealth
California
$1.44M +$262K +5,447 +22%
SAM
246
Synergy Asset Management
Washington
$1.44M +$41.5K +862 +3%
AWP
247
Abacus Wealth Partners
California
$1.4M +$88.4K +1,834 +7%
FWP
248
Firethorn Wealth Partners
Georgia
$1.4M -$227K -4,701 -14%
MFC
249
Morris Financial Concepts
South Carolina
$1.39M -$80.5K -1,671 -5%
QHA
250
Quarry Hill Advisors
Minnesota
$1.39M -$318K -6,592 -19%