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DFSD

Dimensional Short-Duration Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WN
251
Williams & Novak
California
$663K +$137K +2,881 +26%
TWCA
252
Two West Capital Advisors
Kansas
$647K -$206K -4,319 -24%
BOSSRA
253
B.O.S.S. Retirement Advisors
Utah
$644K -$33K -694 -5%
CWM
254
Core Wealth Management
Florida
$638K -$192K -4,038 -23%
GJIA
255
Glass Jacobson Investment Advisors
Maryland
$637K +$19.8K +416 +3%
LEFP
256
Leading Edge Financial Planning
Tennessee
$630K +$174K +3,658 +39%
CL
257
CLG LLC
California
$605K – – –
SA
258
Stewardship Advisors
Pennsylvania
$585K -$6.76K -142 -1%
IA
259
IFG Advisory
Georgia
$555K +$15.2K +320 +3%
SW
260
Simplicity Wealth
New Jersey
$554K -$4.99M -104,748 -90%
CSP
261
Cary Street Partners
Virginia
$552K +$95.1K +1,996 +21%
FIA
262
Foundations Investment Advisors
Arizona
$536K +$16.4K +345 +3%
HWA
263
HMV Wealth Advisors
Louisiana
$517K +$235K +4,940 +85%
KF
264
Krilogy Financial
Missouri
$490K – – –
TAM
265
Titleist Asset Management
Texas
$490K – – –
PFA
266
Pinnacle Family Advisors
Missouri
$486K -$33.1K -695 -6%
SWGC
267
Summit Wealth Group (Colorado)
Colorado
$468K +$464K +9,741 New
DFS
268
Dixon Fnancial Services
California
$465K -$13K -273 -3%
SWA
269
Stratos Wealth Advisors
Ohio
$437K +$73K +1,534 +20%
PWP
270
Parkwoods Wealth Partners
New York
$432K +$429K +9,002 New
HWM
271
HB Wealth Management
Georgia
$420K -$33.5K -703 -7%
Jones Financial Companies
272
Jones Financial Companies
Missouri
$414K +$274K +5,756 +200%
SC
273
Shearwater Capital
Colorado
$411K – – –
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$409K – – –
AAM
275
Austin Asset Management
Texas
$408K -$72.6K -1,525 -15%