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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$375K +$29.2K +618 +8%
LG
252
LAM Group
Oregon
$369K +$2.13K +45 +0.6%
FF
253
Francis Financial
$366K +$369K +7,801 New
CSP
254
Cary Street Partners
Virginia
$364K +$368K +7,773 New
LOPW
255
Live Oak Private Wealth
North Carolina
$349K +$353K +7,454 New
VFP
256
Verus Financial Partners
Virginia
$342K +$1.32K +28 +0.4%
KAM
257
KEB Asset Management
Illinois
$336K +$339K +7,168 New
SAI
258
Savvy Advisors Inc
New York
$329K -$70.1K -1,481 -17%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$328K -$718K -15,173 -68%
HH
260
Hilltop Holdings
Texas
$322K – – –
TWM
261
TCFG Wealth Management
California
$318K +$33.3K +703 +12%
IFPG
262
Intrepid Financial Planning Group
Indiana
$310K – – –
MC
263
Matisse Capital
Oregon
$305K – – –
MSFS
264
Main Street Financial Solutions
Pennsylvania
$284K +$287K +6,064 New
ATPW
265
Ashton Thomas Private Wealth
Arizona
$284K +$286K +6,055 New
SWM
266
Seaside Wealth Management
California
$282K +$5.44K +115 +2%
Comerica Bank
267
Comerica Bank
Texas
$279K +$142K +3,000 +102%
CMP
268
Coston McIsaac & Partners
Maine
$272K +$265K +5,607 +2,683%
Thrivent Financial for Lutherans
269
Thrivent Financial for Lutherans
Minnesota
$269K +$272K +5,747 New
CPA
270
Capital Performance Advisors
California
$252K – – –
SOS
271
Silver Oak Securities
Tennessee
$250K +$34.1K +721 +16%
WAN
272
Wealth Advisors Northwest
Oregon
$240K +$243K +5,126 New
PL
273
Plancorp LLC
Missouri
$230K +$232K +4,904 New
FG
274
Foster Group
Iowa
$226K -$1.32M -27,902 -85%
CAM
275
Concorde Asset Management
Michigan
$224K +$1.18K +25 +0.5%