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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
251
Geometric Wealth Advisors
District of Columbia
$537K -$83K -1,758 -13%
IA
252
IFG Advisory
Georgia
$534K +$6.75K +143 +1%
WN
253
Williams & Novak
California
$520K +$516K +10,932 New
PFA
254
Pinnacle Family Advisors
Missouri
$514K -$61K -1,292 -11%
FIA
255
Foundations Investment Advisors
Arizona
$514K +$511K +10,814 New
SIG
256
Spinnaker Investment Group
California
$507K -$108K -2,286 -18%
KF
257
Krilogy Financial
Missouri
$485K +$482K +10,216 New
TAM
258
Titleist Asset Management
Texas
$485K – – –
AAM
259
Austin Asset Management
Texas
$476K – – –
DFS
260
Dixon Fnancial Services
California
$473K +$17.2K +365 +4%
Cerity Partners
261
Cerity Partners
New York
$462K -$24.2K -512 -5%
CSP
262
Cary Street Partners
Virginia
$451K +$81.1K +1,718 +22%
LEFP
263
Leading Edge Financial Planning
Tennessee
$450K -$3.07K -65 -0.7%
HWM
264
HB Wealth Management
Georgia
$449K +$447K +9,457 New
WAN
265
Wealth Advisors Northwest
Oregon
$443K +$198K +4,194 +82%
SC
266
Shearwater Capital
Colorado
$407K – – –
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$404K +$189K +4,005 +89%
O3W
268
Omni 360 Wealth
New Jersey
$386K – – –
GM
269
GeoWealth Management
Illinois
$381K +$338K +7,167 +850%
LG
270
LAM Group
Oregon
$374K – – –
VWM
271
Vermillion Wealth Management
Minnesota
$372K -$33.3K -706 -8%
SWA
272
Stratos Wealth Advisors
Ohio
$359K +$357K +7,561 New
VFP
273
Verus Financial Partners
Virginia
$347K +$378 +8 +0.1%
SPWM
274
Straight Path Wealth Management
Michigan
$345K -$79.9K -1,692 -19%
MSFS
275
Main Street Financial Solutions
Pennsylvania
$336K +$47.1K +998 +16%