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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWCA
251
Two West Capital Advisors
Kansas
$647K -$206K -4,319 -24%
BOSSRA
252
B.O.S.S. Retirement Advisors
Utah
$644K -$33K -694 -5%
CWM
253
Core Wealth Management
Florida
$638K -$192K -4,038 -23%
GJIA
254
Glass Jacobson Investment Advisors
Maryland
$637K +$19.8K +416 +3%
LEFP
255
Leading Edge Financial Planning
Tennessee
$630K +$174K +3,658 +39%
CL
256
CLG LLC
California
$605K
SA
257
Stewardship Advisors
Pennsylvania
$585K -$6.76K -142 -1%
IA
258
IFG Advisory
Georgia
$555K +$15.2K +320 +3%
SW
259
Simplicity Wealth
New Jersey
$554K -$4.99M -104,748 -90%
CSP
260
Cary Street Partners
Virginia
$552K +$95.1K +1,996 +21%
FIA
261
Foundations Investment Advisors
Arizona
$536K +$16.4K +345 +3%
HWA
262
HMV Wealth Advisors
Louisiana
$517K +$235K +4,940 +85%
KF
263
Krilogy Financial
Missouri
$490K
TAM
264
Titleist Asset Management
Texas
$490K
PFA
265
Pinnacle Family Advisors
Missouri
$486K -$33.1K -695 -6%
SWGC
266
Summit Wealth Group (Colorado)
Colorado
$468K +$464K +9,741 New
DFS
267
Dixon Fnancial Services
California
$465K -$13K -273 -3%
SWA
268
Stratos Wealth Advisors
Ohio
$437K +$73K +1,534 +20%
PWP
269
Parkwoods Wealth Partners
New York
$432K +$429K +9,002 New
HWM
270
HB Wealth Management
Georgia
$420K -$33.5K -703 -7%
Jones Financial Companies
271
Jones Financial Companies
Missouri
$414K +$274K +5,756 +200%
SC
272
Shearwater Capital
Colorado
$411K
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$409K
AAM
274
Austin Asset Management
Texas
$408K -$72.6K -1,525 -15%
SWM
275
Seaside Wealth Management
California
$396K +$105K +2,202 +36%