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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$2.24M +$65.5K +1,361 +3%
BIA
227
Barry Investment Advisors
Massachusetts
$2.23M -$107K -2,232 -5%
NFP
228
Narus Financial Partners
Utah
$2.23M -$10K -208 -0.4%
AC
229
Applied Capital
Arkansas
$2.22M +$1.15M +23,916 +106%
RWM
230
Rockwood Wealth Management
Pennsylvania
$2.17M -$34.7K -722 -2%
FWMP
231
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.16M -$365K -7,590 -14%
VWM
232
Vigil Wealth Management
Florida
$2.09M +$203K +4,219 +11%
WAN
233
Wealth Advisors Northwest
Oregon
$2.03M +$57.5K +1,195 +3%
BTWM
234
Baker Tilly Wealth Management
Wisconsin
$1.96M +$916K +19,048 +87%
AWMNH
235
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.92M -$231K -4,802 -11%
KAM
236
KEB Asset Management
Illinois
$1.9M +$45.8K +952 +2%
SIS
237
Strategic Investment Solutions
Illinois
$1.89M +$21.6K +448 +1%
HTWM
238
Hartmann Taylor Wealth Management
Texas
$1.88M -$124K -2,570 -6%
AIS
239
American Investment Services
Massachusetts
$1.86M +$141K +2,930 +8%
PFA
240
Pillar Financial Advisors
Kentucky
$1.82M -$15.8K -328 -0.9%
WANY
241
Wealthspire Advisors (New York)
New York
$1.81M +$140K +2,919 +8%
SPI
242
Sutton Place Investors
New York
$1.81M -$171K -3,553 -9%
AWMM
243
Aegis Wealth Management (Maryland)
Maryland
$1.8M +$138K +2,870 +8%
SWM
244
Sentinel Wealth Management
Virginia
$1.78M -$6.35K -132 -0.4%
Pathstone Holdings
245
Pathstone Holdings
New Jersey
$1.74M +$35.3K +733 +2%
LW
246
Linscomb Wealth
Texas
$1.63M +$1.63M +33,970 New
LCG
247
Lynx Capital Group
Ohio
$1.61M +$159K +3,313 +11%
JP Morgan Chase
248
JP Morgan Chase
New York
$1.59M +$341K +7,092 +27%
FWM
249
Forza Wealth Management
Florida
$1.59M +$428K +8,900 +37%
MWM
250
Modera Wealth Management
New Jersey
$1.56M – – –